Converting Visitors to Prospects

A prospect is a visitor with a known email address. Account Engagement tracks visitors and converts them to prospects when an email address can be assigned, which typically happens via a form submit.

Here are common ways that prospect records are created.

• A visitor submits an Account Engagement form that is in an iframe on your web page
• A visitor submits a form on your site that’s connected to an Account Engagement form handler
• A visitor submits a form on a landing page
• A user manually associates a visitor with a prospect