Having a "Direct" source could be for several reasons, such as: Typed the URL directly into the browser (e.g., yoursite.com) Used a bookmark to visit the site Clicked a link from a document (like a PDF, Word doc, or offline app) that doesn't pass referral data Came...

Why Google Analytics and Your Identified Visitors Are Not Matching  It’s common for new IDEX Pro users to notice a difference between the number of visitors reported in Google Analytics and the number of identified visitors in their IDEX Pro dashboard. At first...

Learn how to configure custom notification rules, including instant alerts, daily reports, and URL-specific tracking. This guide also explains how to set territory rules to restrict notifications to specific states. Watch the video walkthrough below to see these steps in action.

Learn how to use state-by-state filters to limit data collection to specific regions. This guide covers how to unselect all and check only your viable contact areas to save on ID matches. Watch the video walkthrough below to see these steps in action.

Manage your team efficiently by learning how to add or remove users and assign specific roles. This guide covers admin controls, user profile settings, and email reporting setup. Watch the video walkthrough below to see these steps in action.

What is an ICP? An Ideal Customer Profile (ICP) is a detailed description of the perfect customer for a business. It includes characteristics such as industry, company size, location, budget, and specific needs that align with the company’s products or services. By...

Are you looking to filter your total leads to fit a specific criteria? Within the Search Leads section, you have the ability to narrow your results and generate a report to meet the specific parameters you have in mind. You can adjust by date, personal criteria,...

This article will cover the following: Why do some leads come back with more information than others? How to search leads How to export lead data Why do some leads come back with more information than others? There are a number of different reasons data would be...

When Does My Dashboard Reset? The dashboard within IDEX Pro is designed to reset on a monthly basis. This process ensures that your lead capture system starts fresh at the beginning of each month, allowing you to focus on new opportunities and maintain accurate...

Your Notification Rules are preconfigured settings designed to send you various types of email alerts, including instant email alerts, daily reports, weekly reports, and URL-specific alerts. Below is a full breakdown of each report type. Send Instant Email Alerts The...