Optimizely

Live Chat integration with Optimizely

Integrate Zoho SalesIQ with Optimizely and track your live chat events. Increase visitor engagement and conversions with Zoho SalesIQ today. Track your live chat engagement, clicks and conversions, that matters to you and your business.

Once you have pasted the Zoho SalesIQ script into your webpages, the script will automatically detect the Optimizely code available in your website. If everything is in place, Zoho SalesIQ will start reporting events to your Optimizely automatically. All you have do is enable Optimizely in the embed settings.

Setting up Zoho SalesIQ with Optimizely

Once you have pasted the Zoho SalesIQ code into your website follow the below instruction to enable the integration and to push your live chat events data to your Optimizely dashboard.

  • Login to your Zoho SalesIQ.
  • Go to Settings -> Integration tab, select Optimizely.

  • In the Connect with Optimizely page, click Enable button.

  • The Active Web Embeds and Inactive Web Embeds will be listed in the page. 

What are the events tracked in Optimizely?

EventsDescription
Button ClickedNumber of clicks on the Zoho SalesIQ chat button.
Chat ClosedNumber of clicks on the Close (X) icon in the chat window.
Chat MinimizedNumber of clicks to minimize the Zoho SalesIQ chat window.
Bubble ClosedNumber of clicks on the Close(X) icon on the chat bubble.
Chat ConnectedNumber of chat sessions with the visitors.
Chat EndedNumber of chats ended by the visitors.
File TransferredNumber of file transfers made by the visitors.
Chat PrintedNumber of chat transcripts printed by the visitors.
Chat Mail SentNumber of chat transcripts emailed by the visitor.
Rating submittedNumber of ratings submitted by visitors.
Feedback submittedNumber of feedback messages submitted by visitors.
Chat TriggeredNumber of auto and proactive chat initiated to the visitors.
Chat InitiatedNumber of visitor initiated chats.
Offline Message SubmittedNumber of offline messages submitted by the visitors.
Chat MissedNumber of chats missed by the SalesIQ users.
Chat Ended by visitorNumber of chats ended by the visitors.

How to track events in Optimizely Experiments?

  • To record the Zoho SalesIQ events into Optimizely experiments you have create separate goals.
  • Click on the goals and click on “Create New Goals”.

  • Select “Custom events “ from the list.

  • Provide a goal name and the event name from the list provided above.
  • Click “Save”.

  • You have to create separate goals for all the events from Zoho SalesIQ to experiment it in Optimizely.

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