Zoho SalesIQ Help

What is Visitor Routing?

Now you can separate and route the visitors to specific agents using the Visitor Routing option, you can set specific filters for the visitors by setting different rules and route the visitors to different agents.

For example, if your major customers are from United States and you wanted to assign two specific agents for the country, then you can set the filter and assign your agents. The visitors visiting from United States will only be routed to the two specific agents.

How to Route Visitors to Specific Sales Executives?

In settings, select the Automation section and click on the Visitor Routing tab. Use any of the below-mentioned ways to add a new Visitor Routing Rule:

  1. Click on the Add button in the right top corner of the page.
  2. Click on the + symbol that appears near the Top three suggestions of Countries/ Region/ Landing Pages/Operating System.
  3. Click on the Let’s start link at the bottom of the page.

The rules section will then appear, select a pre-defined condition from the drop-down.

Pre-defined Conditions

The available Predefined Conditions and its descriptions as follows:

ConditionDescription
Browser
Browser used by the visitor in the website.
(Values : Apple Safari, Google Chrome, Microsoft Internet Explorer, Mozilla Firefox, Opera, Unknown)
CountryCountry of the visitor accessing the website.
CRM ContactContact information of your website visitors in Zoho CRM, Click to know more.
CRM LeadLead information of your website visitors in Zoho CRM. Click to know more.
CRM PotentialPotential value of your website visitors in Zoho CRM. Click to know more.
Campaign SourceUTM used to identify a search engine, newsletter name, or other source.
Campaign MediumUTM used to identify a medium such as email or cost-per- click.
Campaign TermUTM used for paid search eg: keywords for the ad.
Campaign ContentUTM used for testing and content-targeted ads.
Campaign NameUTM used for keyword analysis to identify a specific product promotion or strategic campaign.
IP addressIP address of the visitor visiting the website.
Landing pageURL of the page where the visitor have landed in the website.
Landing page titleTitle of the page where the visitor landed in the website.
Number of past chatsCount on number of past chats with the visitor.
Number of visitsCount on number of visit by the visitor in the website.
Operating System
Operating 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)
ReferrerSource from where the visitor is referred from.
Region
Region of the visitor in the website.
(Values : Asia Pacific, Canada, Europe the Middle East and Africa, North America, South America, United Kingdom)
Search engine
Search engine used by the visitor.
(Values : Baidu, Bing, Google, Inktomi, Teoma, WebCrawler)
StateState of the visitor accessing the website.
Visitor Type
The type of visitor in your website.
(Values : All, New, Returning)
Visitor InfoUse our JavaScript APIs to set the values.
Web EmbedEmbed in the website where he visitor is accessing.
AdvancedTo set two or more conditions.
CityCity from where the visitor is accessing the website.
Visitor Type in CRM
Category of the visitor in CRM.
(Values: Contact, Customer, Lead, Not Available, Prospect)

Select the required condition in the drop down and enter the value in the text box.

Visitor Routing Options

Now, set a criteria for your condition by selecting an option from the drop-down.

    • Do not route - Visitors will not be routed to any Operators.
    • Route one by one - Visitors will be routed to the Operators one by one, when they are online.
    • Route to First Available Operator - Visitors will be routed to the Operator first available (online) in the queue, the visitor will be routed to the next available operator only when the first operator is busy or goes offline.
    • Route to Least loaded - Visitors will be routed to the least loaded agent based on the visitor count when they are online.
    • Route to selected operators - Visitors will be routed only to all the selected operators.

Note:

If the "Route rest of the visitors to all operators" option is enabled, then the rest of the visitors will be routed to all other agents.

Then click on the + symbol next to the drop-down to select operators, a small text box will then appear, enter the agent name in the text box.

To delete the selected operator, click on the - symbol that appears when hovered.

Select the checkbox below, to route the rest of the visitors who don’t match the above rule to all other operators.

An example of how to Route Visitors to Specific Agents

In the below example, two rules are set to route the visitors.

  • In the First rule, if the number of Open CRM Potential is more than 2, then the visitors will be routed only to the selected agents.
  • In the second rule, if the number of past chat of the visitor is more than 5, then the visitors will be routed only to the selected agents.
  • In the right side of the rule you will be able to see the number of visitors routed to the specified agents based on the rule. The rest of the visitors visiting your website will be routed to all other agents.

Top Three Rule Suggestions

The top three rule suggestions will appear based on the visitors in your website. For example, if major number of visitor is from United States, then the top three suggestions will suggest United States as the first option in the countries list to set a rule. If no visitor is found on the website then a random suggestion will be listed in the top three.

How to delete a Visitor Routing Rule?

To delete a rule, click on the X symbol in the right side of the rule.

What is the Order of Visitor Routing?

The rules follow a top-down execution method, whichever rule first matches the visitor criteria will be executed. You can rearrange the rule order by Dragging and Dropping the rule (Top-Down, Bottom-Up).

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