Zoho SalesIQ Help

Visitor Tracking Views

Visitors visiting your website(s) can be tracked and prioritized based on the various criterions set by you. SalesIQ allows you to organize the filtered and prioritized visitor base data into two forms either you can organize the data around the priority circles (Ring view) or you can view them in the form of lists (List view). 

Visitor Tracking - Rings View

In this view, the filtered and prioritized visitor base will be organized around four concentric rings based on the criterions that you had set in the Customize option earlier. Priority drops from inner through the outer ring. Details like, Name or a Random ID assigned to the visitor, time spent by the visitor on your website and Country from which the visitor is would be displayed over the rings in the form of small tiles for the visitors who are currently browsing through your website. More importantly, SalesIQ allows you to track a set of predefined actions performed by the visitors by just having a glance at your priority rings.

The visitors who do not match the criterions that were specified by you would appear as stars outside these priority rings.

Tracking visitor actions on Ring View

As briefed earlier, there are a bunch of predefined visitor actions which can be tracked in the Ring View, which are as follows :  

  1. Repeated - A frequent visitor of your website.
  2. Contacted - Visitor contacted by the monitoring user.
  3. Responded - Visitor has responded back to the agent.
  4. Clicked - The visitor has clicked the live chat widget in your website.
  5. Triggered - The visitor has set off one or more triggers that were set by you.
  6. Page navigation - The visitor is navigating between the webpages of your website.
  7. Chat - The visitor had already had a chat session with the users of your firm.
  8. Country flag - Flag of the country from where the visitor is from.
  9. Name - Either the name of the visitor or a random ID generated for the visitor by SalesIQ.
  10. Time - Time spent by the visitor on your website.
  11. Cold visitors - Visitors who do not match the priority criterions that were set by you. These visitors may or may not be pulled into the priority rings in the mere future.

Visitor Tracking - List View

In this view, the filtered and prioritized visitors would be categorized and organized into columnar data based on the criterions specified by you in the Customize option.

Visitor Actions on List View

A set of predefined visitor actions that can be tracked right away from this list view are as follows :

  1. Repeated - " " symbol denotes a frequent visitor of your website. 
  2. Contacted - Visitor contacted by the monitoring user.
  3. Responded - Visitor has responded back to the agent.
  4. Clicked - The visitor has clicked the live chat widget in your website.
  5. Triggered - The visitor has set off one or more triggers that were set by you.
  6. Page navigation - The visitor is navigating between the webpages of your website.
  7. Chat - The visitor had already had a chat session with the users of your firm. 
  8. Country flag - Flag of the country from where the visitor is from.
  9. Name - Either the name of the visitor or a random ID generated for the visitor by SalesIQ.
  10. Time - Time spent by the visitor on your website.

Cold Visitors

The visitors who do not match the criterions that were set by you in the Customize option are classified as Cold visitors.

Under the Cold visitors tab, the following details will be displayed

  1. Either the name of the visitor or a random ID generated for the visitor by SalesIQ (The star above the Name/Random ID denotes that he/she is a frequent visitor).
  2. Availablity of the visitor (Green-Available, Red-Busy and Orange-Idle).
  3. Visitor's landing page on your website.
  4. Time Spent by the visitor on your website
  5. Number of pages that the visitor had navigated through in that particular visit.
  6. Source of the current visit.
  7. Time frame between the Last and the Current visit of the visitor.
  8. Current webpage where the visitor is, in your website.

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