Predefined Conditions Available in Zoho SalesIQ
Visitor Tracking You can categorize the visitors in the Rings and List view based on the following conditions under the Visitor Online (tracking) -> Customization option. Visitor History You can create your own list views in the visitor history to categorize the visitors using the following conditions under the Visitor History -> Add (+) -> Create your own views option. Lead Scoring You can create lead scoring rules using the following conditions to evaluate your website visitors based on their actions in settings -> Lead scoring section. Triggers You can set triggers to perform some action to the website visitors to obtain their attention using the listed criteria in Settings -> Automation -> Intelligent Triggers. Visitor Routing You can route the website visitors to different users by setting different rules using the criteria listed in Settings ->Automation -> Visitor Routing.
AdvancedTo set two or more conditions.Yes--YesYes
Action Performed Action performed by the visitor on the website. (Values: Chat Completed, Clicked, Contacted, Email Updated, Missed, Triggered Replied)Yes-YesYes-
BrowserBrowser used by the visitor in the website. (Values:Apple Safari, Google Chrome, Microsoft Internet Explorer, Mozilla Firefox, Opera, Unknown)YesYesYesYesYes
Campaign ContentUTM used for testing and content-targeted ads. YesYesYesYesYes
Campaign MediumUTM used to identify a medium such as email or cost-per- click.YesYesYesYesYes
Campaign NameUTM used for keyword analysis to identify a specific product promotion or strategic campaign. YesYesYesYesYes
Campaign SourceUTM used to identify a search engine, newsletter name, or other source.YesYesYesYesYes
Campaign TermUTM used for paid search eg: keywords for the ad.YesYesYesYesYes
CityCity from where the visitor is accessing the website.YesYesYesYesYes
CountryCountry of the visitor accessing the website.YesYesYesYesYes
Current Page URLURL of the page where the visitor is accessing.Yes--Yes-
Current page titleTitle of the page where the visitor is accessing.Yes--Yes-
Current Visit SourceSource used by the visitor to reach your website. (Values: AdWords, Campaign, Direct, Referral, Search engine, Social Media)Yes-YesYesYes
DepartmentDepartment in the chat widget of the website.Yes--YesYes
Email AddressThe registered email address of the website visitor.Yes-YesYesYes
IP addressIP address of the visitor visiting the website. Yes-YesYesYes
Landing page titleTitle of the page where the visitor landed in the website. YesYes-YesYes
Landing Page URLURL of the page where the visitor have landed in the website.YesYesYesYesYes
Last Visit DurationThe total time spent by the visitor on the website during the last visit. -Yes-YesYes
Last Visited TimeWebsite visitor’s last visit time.-Yes-YesYes
Number of Past ChatsCount on number of past chats with the visitor. YesYesYesYesYes
Number of URLs accessedCount on number of URLs visited by the visitor. Yes-YesYes-
Number of VisitsCount on number of visit by the visitor in the website.YesYesYesYesYes
Operating SystemOperating system used by the visitor. (Values : Android, Apple iPhone, Apple iPod, Apple Macintosh, Blackberry, Kindle, Linux, Microsoft Windows, Motorola, Nintendo, Nokia, PlayStation, Sun Solaris, Symbian, Web OS) YesYesYesYesYes
Previous Page URLURL of an important page, where you like to be intimated if the visitor leaves that page and moves to another page. Yes--Yes-
ReferrerSource from where the visitor is referred from.Yes-YesYesYes
RegionRegion of the visitor in the website. (Values : Asia Pacific, Canada, Europe the Middle East and Africa, North America, South America, United Kingdom)YesYesYesYesYes
Search engineSearch engine used by the visitor. (Values : Baidu, Bing, Google, Inktomi, Teoma, WebCrawler)Yes-YesYesYes
StateState of the visitor accessing the website.YesYesYesYesYes
System statusStatus provided by the system for the visitor. (Values : Accessed, Chat Completed, Clicked, Contacted, Custom, Missed, Responded, Triggered, Triggered Replied, Waiting)-----
Time on siteTime spent by the visitor in the website.Yes-YesYes-
Time since last actionTime since last action performed by the visitor in the website. Yes----
Triggered StatusSet criteria based on the trigger status, whether the trigger is invoked or not. (Values: Invoked, Not Invoked)Yes--YesYes
Visitor availabilityVisitors availability in the website.Yes--Yes-
Visitor InfoUse our JavaScript APIs to set the values.YesYesYesYesYes
Visitor TypeThe type of visitor in your website. (Values : All, New, Returning)YesYesYesYesYes
Web EmbedEmbed in the website where he visitor is accessing.Yes--YesYes
CRM ContactContact information of your website visitors in Zoho CRM, Click to know more.YesYesYesYesYes
CRM LeadLead information of your website visitors in Zoho CRM. Click to know more.YesYesYesYesYes
CRM PotentialPotential value of your website visitors in Zoho CRM. Click to know more.YesYesYesYesYes
Visitor Stage in CRMCategory of the visitor in CRM. (Values: Contact, Customer, Lead, Not Available, Prospect)YesYesYesYesYes