FAQ | Traek Help

Why Would I Want to Archive Leads?

You can archive a lead when it is no relevance to your business or could be spam. Except for the first time, Archived leads are not counted into your quota of leads once it has been moved to archived.

Why Can I See Certain Information for One Lead, But Not Others?

We have multiples databases to collect quality information about your visitors. If you are unable to see all the details of a company then it is becuase we do not have enough details in our database to showcase you the accurate information. As you may know the everyday new companies are formed or modified, so something we may not be quick enough to acknowdlegt all the changes, but please be assured that our team work very hard to ensure high volume and quality of data reaches you every day.

Why Can’t I Know the Name of the Person that Visited my Website?

Traek being a GDPR compliance company focuses on privacy and security of both traek users and their visitors. As per the GDPR guidelines, we can not disclose personal details like their name, personal email address etc directly to traek user. That is why Traek displays one company details. If users ope to share their details then they can use traek's forms or chat option for this.

What Counts as a Lead?

A visitor who shows some good characterstics on your website and comes from a verified source is considered a lead. A visitor is any person visiting your website, you may even have 1000s of visitors and traek can provide you upto 300 leads.

When Does my Lead Limit Reset?

Your lead limit will reset everymonth when your billing cycle expires. Your lead quote does not get carry forwarded.

If I Filter Out a Lead Does it Count Against my Lead Limit?

Yes, filtering is just a feature given to you sort out more specific leads out of the total leads provided to you. Traek, by default provides you qualied leads and try it's best to not waste your quote with unverified leads.

If I archive a Lead, Will it Count Against My Lead Limit?

Any Lead which is Archived for any reason would not impact your total quota of leads. Till the time it is not archived, it would be counted in your lead limit quota.

How Often Do Leads Refresh in the Platform?

Leads refersh every second on traek. Which means you will get the newest lead in your dashboard within seconds after it has come to your website.

Why Don't I Have Access to on a Lite Plan?

Lite plan is given to users who have not chosen any upgraded plan after the trial has expired. Traek does it's best to remind all the users about the expiration of their trial. You can always regain all the access by upgrading the plan within 6 months.

Do you Have an Affiliate/Partner Program?

Yes we have affiliate/Partner program which pays off 10% of the total amount to every user helping us onboard a new client. For every recurring payment the referee would be given 8% for as long as his referral pays to Traek. FreeTrial period is not included in referrral comission.

How do I delete a user?

Only Admins can Delete a team user. If you are the admin on the panel, then you may simply go to team section and click on the delete icon to remove a user from using traek account.

Do I have to add additonal terms to my existing terms of service and/or privacy policy?

We recommend you to mention our tool in your service just like you mentioned google analytics or similar script based tool. This way you can make sure that your terms and policy are accurate and complete.

How can I integrate Slack with traek?

Traek provides Slack integration to users. You can goto "Custom Feed" and select "Slack" and sign into your slack account to establish the link, select the channel in which you would like to receive the notifications. You can receive the notification of Custom Feeds over this channel.

What is the difference between leads and realtime data?

Realtime Data shows you all the traffic which is currently active on your website, realtime data would point the ISP instead of company and would show your technical preference, current page, source etc to give you enough insights to find a common ground to initiate a chat with the visitor on your website right away. On the other hand, leads are the visitors who showed good characterstics to be a prospect for your business, leads are filtered data based on verified internet source, verified comp

How can I book a free consultation for traek?

A new demo or a consulation at anytime can be booked over traek's website book a meet section.

Where can I leave feedback for traek?

You may email any feedback or suggestion to traek at app@traek.io and also send us a feedback or request over here : https://ideas.traek.io/.

How can I contact Traek?

If you wish to raise an inquiry, complain, request or demo then you may contact traek over app@traek.io or Book a demo over the website.

How can I change my account details in traek?

You have to click on your profile image on the top right cornor and then click on profile section to make necessary changes in the profile. You can change your profile picture, language and account credentials.

How can I change my plan?

Step-wise guide on how you can upgrade your plan You can change your plan by visiting the profile section and then click on "Upgrade" section to change your plan. You would be able to view different plans in the plan sections and choose the one which fits your need.

How can I add any promotional coupon?

If you have a promotional coupan, then you can add it while signing up for the services. You can also add the coupan after signup by simply going to the account section and then click on "Apply Coupan".

What are the beinfits of realtime insights?

Realtime insights gives a user details about anyone who is currently on the website. It helps you to know what your user is doing on the website and a bit about thier background. All these details helps you to start the communication with your best ice breaking message. You can know about their technical prefernce, source, company details, past visits, current page and more.

What is shown on Dashboard?

Dashboard gives you an overview of the top things happening on your website. It tells you about your leads, top pages, top sources, top countries and more. You can also sort the results based on your preference.