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 the visitor visits the website again. SalesIQ will assign the identity passed to the JS API for the visitor, and will remember it when the visitor visits the website again 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 are aware of the visitor who is accessing, then you can communicate the identity of the visitor to SalesIQ using the below mentioned JS API code.

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

You can pass on the name and email of the visitor using this code. SalesIQ will assign the identity set by the JS API and will remember it when the visitor visits the website again from the same browser.

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 Email address of the recipient 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.

CRM Web Forms

SalesIQ can identify the visitors on your website through Zoho CRM Web Forms. When the visitor visits your website seeking information and submits the details for contacting through Zoho CRM Web Form, then 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 using Zoho CRM Lead web forms. SalesIQ will identify the visitors with the name & email address submitted if the visitor tracking option is enabled in the web form.

Note:

This feature is applicable only to the Zoho CRM integrated users.
Learn more about Zoho CRM Integration.

SalesIQ can identify the visitors only if the "Visitor Tracking" option is enabled while creating the 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 the visitor tracking in the web form.

Smart Identifiers

The Smart Identifiers 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 future.

To include the smart identifiers code to the email, select the campaign name from the “Choose a campaign” drop down of Smart Identifiers in the Web Embed section. A Campaign specific code will be provided in the Smart Identifier Code box. Attach the code to the email, when the recipient opens the email the smart identifiers will track the identity.

Note:

Smart Identifiers will not work if the recipient has disabled the image loading option in the email client. Only 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 the 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 stores the image temporarily in its Gmail server and subserves the image 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.

Visitor ID

If the visitor doesn’t fall under any above category and visits the website for the first time then, the Zoho SalesIQ provide 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 if he could 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 the future visits.