How can SalesIQ Identify your visitors?

 

Past Chats & Visits

Using the information provided during the prior chats and previous visits, SalesIQ can identify the visitor by their registered name and email when they revisit the website. SalesIQ will assign the identity passed to the JS API for the visitor and remember it when the visitor revisits the website from the same browser. A unique key representing the visitor will be stored in the browser cookie using which the SalesIQ will remember the visitor.

Learn more about Visitor Tracking.

JS API

If you would get to know the visitor details on your website, for example, if you get the name and email address of the visitor using a web form, text box, etc., you can pass that information to Zoho SalesIQ using the JS API code given below. SalesIQ will remember the visitor details and help you track their activities on the website when they visit again

  • $zoho.salesiq.visitor.name("John Smith");
  • $zoho.salesiq.visitor.email("jsmith@zillum.com")

Example:

An e-commerce store with its authentication system can pass on the user's identity to SalesIQ.

Learn more about how to use the JS API.

Campaign Link

You can identify the visitor from the campaign by their name and email address when the visitor visits your website. Attach the Name and Email of the recipient to the link in the campaign with the SalesIQ Identifier parameters.

Parameters

siq_name - To set the Name
siq_email - To set the Email

URL Pattern

http://zohosalesiq.com/?siq_name=$[FNAME]$ $[LNAME]$&siq_email=$[EMAIL]$

Example

http://www.zohosalesiq.com/?siq_name=John Smith&siq_email=jsmith@zillum.com

Here the $[FNAME]$, $[LNAME]$ & $[EMAIL]$ are the variables. This will be replaced with the Full Name and the recipient's Email address when the campaign is sent.

When the visitor clicks on the link, the details of the visitor will be captured from the SalesIQ identifier parameters present in the URL. This feature is useful for your website marketing campaign. You can measure the success of the campaign and improve the standards.

WebForms

SalesIQ can identify the visitors on your website by using the data indexed from web forms. When the visitor visits your website seeking information and submits the contact details through a Web Form, SalesIQ will track the visitor's future visits by the registered Name and Email.

Example:

An automobile company website can collect the information of the website visitors along with the products they are interested in using web forms. SalesIQ will identify the visitors with the name & email address submitted.
For SalesIQ to pick data from

1. Zoho CRM webform:

SalesIQ can identify the visitors only if the "Visitor Tracking" option is enabled while creating the CRM web form. If you have already added the web forms on your website without enabling the visitor tracking option, then enable the "Visitor Tracking" and once again update the web form code on your website.

Learn more about how to enable visitor tracking in the web form.
Learn more about Zoho CRM Integration.

2. Normal web form:

You can use SalesIQ's auto-pick mechanism to index data from a normal web form. All that you have to do is add the following parameters to your form:

<input siqatrib="name"></input> 
<input siqatrib="email"> </input> 
<input siqatrib="phone"></input>  
<input siqatrib="company"></input>  
<input siqatrib="firstname"></input> 
<input siqatrib="lastname"></input>

Smart Identifiers

The Smart Identifier is the 1x1 pixel image sent in the email to track the visitor's identity who is accessing the email. This will set a cookie in the visitor’s browser using which SalesIQ will identify the recipient by name and email when they visit your website in the future.

To include the smart identifiers code to the email, select the campaign name from the Campaigns section in the Integrations. Then open the Smart Identifiers section. A Campaign specific code will be provided in the Smart Identifier Code box. Now, please copy the link and paste it into your email using the insert HTML option. When the recipient opens the email, the smart identifiers will help SalesIQ to identity them. To keep your campaign secure, you can further encrypt the visitor's name and email in the smart identifiers link. 

Smart identifier code: 

<img src="https://salesiq.zoho.com/{screen_name}/identify.ls?name=%customerName%&email=%customerEmail%"/>
 

Encrypted smart identifier code:

<img src="https://salesiq.zoho.com/{screen_name}/identify.ls?e_name=encrypted_customer_name&e_email=encrypted_customer_email"/>
 

Get the values for the encrypted_customer_name and encrypted_customer_email using the Encryption REST API

Note:

Smart Identifiers will not work if the recipient has disabled the image loading option in the email client. If the recipient chooses the image display option, the smart identifier image will set the cookie in the visitor’s browser.

Smart identifiers will not work for emails opened in Gmail and certain other email services because Gmail will not serve the smart identifier image sent along with the email directly to the recipient. Instead, it temporarily stores the image in its Gmail server and subserves it to the recipient from the Gmail server when the email is accessed. So smart identifiers may not set the cookie in the real visitor’s browser and track them.

CRM Identifiers

You can use CRM Identifier links in emails to track and identify visitors from CRM on your website. These emails are sent from the Leads/Contacts modules. The Name and Email of the recipient are attached to the identifier link, and the SalesIQ Identifier parameters identify the visitors. 

siq_name - To set the Name
siq_email - To set the Email

URL Pattern

Leads:

https://salesiq.com/?siq_name=${Leads.Lead Name}&siq_email=${Leads.Email} 

Contacts:

https://salesiq.com/?siq_name=${Contacts.Contact Name}&siq_email=${Contacts.Email}

Example

http://www.zohosalesiq.com/?siq_name=John Smith&siq_email=jsmith@zillum.com

Here ${Leads.Lead Name} and ${Leads.Email} are variables. This will be replaced with the Full Name and the recipient's Email address when the mail is sent from CRM.

When the visitor clicks on the link, the details of the visitor will be captured from the SalesIQ identifier parameters present in the URL. This helps us track the visitors who come from CRM, and it also updates the visitor interests and pages visited, etc., in the CRM account. 

Visitor ID

If the visitor doesn’t fall under any above categories and visits the website for the first time, the Zoho SalesIQ provides him with a random Visitor ID until he registers with his details. Once the visitor signs up for a chat and provides particulars in the chat widget, the visitor will be identified with his registered name. If the visitor leaves the website without giving his details, then SalesIQ will identify the visitor with the random Visitor ID when the visitor visits again. A small Asterisk (*) will be mentioned near the Visitor ID that denotes the repeated visitor. The sales representative can also update the visitor information using the edit icon available near the Visitor ID in the visitor info section of the chat window to get the information while chatting.

Learn more about Visitor Tracking.

Note:

Once SalesIQ identifies the visitor by any of the listed methods, a unique key representing the visitor will be stacked away in the browser cookie. This unique key will be used by the SalesIQ to identify the visitor during future visits.