Zoho SalesIQ Help

Configure and Get SalesIQ Code On Your Website

Before getting started with SalesIQ, embed the visitor tracking and live chat code on your website by following the simple steps.

Login to SalesIQ

  • Go to Zoho.com/SalesIQ
  • Enter the login credentials in the sign in page, and click on the Sign In button.

Add Tracking and Live Chat Code to Your Websites

  • The SalesIQ code will appear in the SalesIQ welcome page. You (or your webmaster) have to Copy the code from the welcome page.

  • If you wish just to track your website visitors and not to insert the live chat widget on your website, then remember to uncheck the Add Live Chat box below the code snippet. By default, this option will be enabled/checked. 

  • In your website's source file, Paste the code snippet into your existing code anywhere before the </body> tag.
  • Save and Publish the changes made to your website. 
  • SalesIQ Chat will be ready for use!

To add the embed code of your choice to your site:

Navigate to your web editor and choose the specific page or template you wish to place your chat widget. Then navigate to a separate browser tab to your Zoho SalesIQ.

  • Click on the Settings.
  • In the Website section, click on the name of the Embed you are attempting to include in the page.
  • If you wish to track your website visitors alone, then click Visitor Tracking -> Add.

  • And, copy the Visitor Tracking Code.

  • To enable tracking and livechat on your website, click Live Chat -> Add.

  • Then, copy the Live Chat Code.

  • In your website's source file, paste the code snippet into your existing code anywhere before the </body> tag.
  • Save and Publish the changes made to your website.

Share the Code with your Webmaster/Developer 

To share a code snippet with your webmaster/developer from the Welcome Page: 

If you don't have access to your site's HTML code or not comfortable with adding new code, then use the built-in link with each embed to send the code to your webmaster directly.

You can mail the code to your webmaster by clicking on the Send to Webmaster button on the welcome page.

To share a code snippet with your webmaster from the web embed page: 

  • Click Settings.
  • In the Website section, click on the name of the Embed you are attempting to include in the page.
  • In Visitor Tracking/Live Chat -> Add, click on the Send Instructions to Webmaster below the code snippet.
  • From the message window that pops up enter the e-mail address of your webmaster.
  • Feel free to customize the subject line or personalize your message, just be careful not to edit the actual code.
  • Once you are ready, click Send to share the instructions and code snippet with your webmaster. 

 

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Write to us: support@zohosalesiq.com