Zoho SalesIQ Help

Customizing Tracking Views

What does "Prioritizing the Visitors" mean?

SalesIQ allows the users to filter, prioritize and organize the visitor base routed to them. This can be done by specifying a set of criterions in the "Customize" tab in the top right corner of the "Visitors online" tab window. Based on the criterions set by you the visitors will be filtered and organized around the priority rings in the ring view or as columnar data in the list view. Doing so, will let your firm target prospective visitors rather than desiccating the firm's time and resource over visitors who may not be quite profitable. Priority drops from inner ring through the outer ring in the ring view and from left through right in the case of list view. More importantly the customization rules set by a user is limited to his/her account only.

How to "Prioritize the Visitor"?

  • Click on the "Customize" tab. A window pops up.
  • The window would show a set of conditions associated with the default filter "By Time Spent" initially.
  • If these conditions are quite apt considering your requirements, then proceed on click "Apply".
  • Else you can click on the drop down box which you can find in the top right corner of the window, run through the predefined filters and select the most apt filter based on your requirements.
  • A set of conditions associated with that particular filter would appear, if apt proceed on and click "Apply".
  • After which you can view the number of visitors who currently match the conditions that you had set for your rings, right above the condition box for each rings.

Heads up!! If you attempt to make changes to the default conditions associated with a particular filter that you chose, then SalesIQ would presume that you are trying to create your own customized filter.

Presets

Zoho SalesIQ provides the users with four predefined filters, which are as follows

  1. By Action – Actions performed by the visitor on your website (Eg., Accessed, Clicked, Contacted, etc.)
  2. By CRM Values – Prioritize based on the CRM Values of the Visitor (Applicable only for CRM users)
  3. By Last Activity Time – Visitor's last activity time on your website.
  4. By Past Chats – Number of chats that the visitor has had before.
  5. By Time Spent – Time spent by the visitor on your website.
  6. By Visits – Number of visits that the visitor has paid to your website.

Heads up!! Do remember that you can't avail the filter "By CRM values" if you haven't integrated your SalesIQ account with a CRM product yet.   

How to create my own filter?

  • Click on the "Customize" tab.
  • Click once on an already set condition to add one or more conditions to it, thus clubbing them together to filter out a single class of visitors using the binary operators "AND" and "OR". 
  • Or click twice to edit the base condition itself, choose from a bunch of predefined options.
  • Name the filter created by you by clicking on the pen icon right beside the caption "Sort your visitors by-".
  • After you specify the name for your filter click on "Save" right beside the text box.
  • After which you can view the number of visitors who currently match the conditions that you had set for your rings, right above the condition box for each rings.

Heads up!! Users can craft only five filters of their own. 

Predefined Tracking Conditions

Below given are the predefined conditions using which users of your firm can customize the priority of the visitor base routed to them,

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.
Current pageURL of the page where the visitor is accessing.
Current page titleTitle of the page where the visitor is accessing.
Custom ActionThe Custom actions that you have added on your 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.
DepartmentDepartment in the chat widget of the website.
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 URLs accessedCount on number of URLs visited by 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.
System status
Status provided by the system for the visitor.
(Values : Accessed, Chat Completed, Clicked, Contacted, Custom, Missed, Responded, Triggered, Triggered Replied, Waiting)
Time since last actionTime since last action performed by the visitor in the website.
Time on siteTime spent by the visitor in the website.
Visitor availabilityVisitors availability in 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)
Triggered Status
Set criteria based on the trigger status, whether the trigger is invoked or not.
(Values: Invoked, Not Invoked)
Previous Page
URL of an important page, where you like to be intimated if the visitor leaves that page and moves to another page. 

 

Heads up!!
There might be situations in which you will be displayed with "Plan downgrade" or "Integration disabled" messages.

  • Plan downgrade message will be displayed when you attempt to utilize a predefined option associated with a product (either a CRM or a Campaign product) integrated with Zoho SalesIQ and the particular product's account plan has expired. 
  • Integration disabled message will be displayed when you attempt to utlize a predefined option associated with a product (either a CRM or a Campaign product) integrated with Zoho SalesIQ and the particular product has been disabled in the integrations section.
  • If you are in an associate or a supervisor role you will be asked to contact your admin. Else you will provided with a direct link to enable the particular integration or to upgrade it.

Choosing an apt association rule

Following are the set of association rules provided by SalesIQ which can be used to associate the predefined options specified above with appropriate values,

relational operators

  1. is equal to
  2. not equal to
  3. between
  4. is greater than
  5. is lesser than
  6. begins with
  7. ends with
  8. contains

Heads up!! Do remember that not all the above specified rules will be available for every other predefined option that SalesIQ offers, the set of association rules would vary depending upon the predefined option chosen. 

Setting up values for the criteria chosen

Once you are done framing the conditions, choose or specify appropriate values for them. SalesIQ allows you to associate multiple values with a single condition. (Values should be separated by the character comma ",").values

Heads up!! If you don't specify an appropriate value for the criteria that you framed, then it would revert back to the one that was specified earlier (That is, the condition that you tried to edit).

How to edit, delete, rename and add notes to the filter created by you ?

  • To edit the conditions associated with the filter created by you, just choose that particular filter from the filter drop down box.
  • Edit the conditions that you would want to change.
  • Once you are done editing a pop up appears asking whether to save this filter as a new filter or as an existing filter.
  • Choose the apt option.
  • To delete a filter created by you, click on the settings icon right beside the chosen filter's name in the top right corner of the window.
  • List of filters created by you will be displayed, hover over it a delete icon appears.
  • Click on it to delete it.
  • To add notes, hover over the filter name and you would find an icon right beside the delete icon to add notes, click on it and add a desired note to that particular filter.
  • To disable the filter created by you, uncheck the check box onto the left of the filter name.

Heads up!! Users can craft only five filters of their own.

Hiding Visitors Connected to other Users

To avoid crowding of your priority rings or priority lists, you can hide the visitors contacted by other users of your department. To do so, check in the check box that you can find at the bottom of the window.

hide visitors contacted by other users

Heads up!! Unchecking the check box doesn't mean that the visitors manually routed to other users of your department by using Settings -> Automation -> Visitor routing will also be visible in your Visitors online module.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohosalesiq.com