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Who's Shopping

23

Who’s Shopping Dashboard Overview
What is Who’s Shopping?
How to Use Your Who’s Shopping Dashboard
How to Apply Filters to Who’s Shopping Campaigns
High Intent Indicators
Buyer Intent Campaign Scope
How to monitor competitor engagement
Does Intent Data Identify the Shopper By Name?
I don’t see any leads in the custom campaign I created. What did I do wrong?
What are Who’s Shopping filters & how do I use them?
What does the Score mean in Who’s Shopping?
How to Use the Keyword Summary Page
What is the difference between a Custom Campaign and a Prebuilt Campaign?
How to Launch a Prebuilt Campaign
Notification Settings for Prebuilt Who’s Shopping Campaigns
How long does it take to process requested terms?
How to Launch a Custom Campaign
What Are Shopping Leads?
Who’s Shopping Leads
Company Details for Who’s Shopping Leads
Benefits of Who’s Shopping?
How does Intent Marketing work?
What are keywords?

Who to Contact

11

How to Export Saved Contacts in the Plugin
Where Do I Find Tagged Contacts?
How Do I Create New Tags?
Step by Step Guide to Contact Tagging
The Benefits of Contact Tagging
Navigating Companies, Contacts, and Locations in the Database
How to Update or Remove Data in Our Public Company Directory
How to Download Contacts in Bulk
How Do I Get My Company Included in the Company Directory?
How to Use Our Data Enrichment Feature
A Step-By-Step Guide for Using Our Contact Database

Who's Opening

9

Who’s Opening? Client Email Plugin
Can the Client Email Plugin Track Individuals?
How to Configure a Domain Zone for Email Tracking
Client Email Integrations
Why is the location pin incorrect?
Why Is Client Email Tracking So Important?
What is Client Email Tracking?
How Email Tracking Works
Where do I find the Email Tracking Plugin for Gmail?

Integration

7

Integrate our data with any system you like!
Zapier Integration
Zoho Integration
Call Tracking Integrations
Client Email Integrations
Salesforce Integration
Connectwise Integration

Form Capture

5

What is Merlin Intel’s Form Capture feature?
Form Capture Features and Benefits
Contact Form 7 Integration
Form Capture Set Up
Form Capture Common Questions

Lead Handling

10

How do I turn off notification emails?
Adding Companies to Your Watch List
Is there a way to turn off alerts on a per company basis?
How Do I Disable International Alerts?
Is it possible to route the leads based on geography to a particular user?
Set-Up Alerts if a visitor has visited “x” number of pages
How can I filter multiple domains?
Filter Companies
Manage Lead Filters From Prospect Window
Lead Handling Rules

General

10

Lets Go Over the Main Dashboard
If I label a company as an ISP, can I subsequently tag and track an email to that company?
Four Components of Merlin Intel
How is Time Spent Determined?
Merlin Intel Cookies
What Is a UTM?
How people are using their data from Merlin Intel?
What Should I Do After Uploading the Tracking Script?
Is there a way to see a consolidated report (All visits to date?)
How to Remove ISPs

How Do I?

8

How to Remove ISPs
Editing the list of trusted web addresses for Kaspersky
How do I track Keywords from Google
How to Whitelist Merlin Intel in Gmail?
How do I add new users to my account?
How do I change my password?
How do I recover my password?
As an End User, where do I login?

Lets Get Started!

5

Lets Go Over the Main Dashboard
Let’s Get Started!
Are there any possible negative effects from Merlin Intel?
Can I schedule a demo?
What to do after you successfully load the script

Pricing & Billing

1

How do I update my credit card information?

Trouble Shooting

11

What are Bounced Visitors?
Why am I not receiving leads after successfully installing the code?
Number of Visitors not matching with my Google Analytics…
How do I know the code is installed correctly on my website?
Any possible negative effects from Merlin Intel?
Geography Filtering Not Working
How do I add new users to my account?
Does Merlin Intel have a ‘free form’ exclude function for alerts? For example, to exclude alerts from colleges and universities?
Companies misssing – I get alerts but when I reconcile it to the daily or monthly report, many companies are missing.
How does Merlin Intel compare to the Google Analytics Network Report (aka Reverse IP Lookup)?
Why does my daily report show all of the page requests from a company, but the instant email alert shows less?

Privacy Topics

1

Cookie Consent Resources

Installation

2

How do I know the code is installed correctly on my website?
Why am I not receiving leads after successfully installing the code?

Who's Interested

4

How long does a person need to be on my website to be identified?
What is Website Visitor ID?
Anonymous Visitor Identification Common Uses
Lead Nurturing: What Do I send to Website Visitors?

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Integrate with your CRM and more!

Integrate our data with any system you like!
Zapier Integration
Zoho Integration
Call Tracking Integrations
Client Email Integrations
Salesforce Integration
Connectwise Integration

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