SalesIQ Introduces Dynamic Routing Rules

SalesIQ Introduces Dynamic Routing Rules

An exciting new addition in SalesIQ->Visitor Routing, to route your visitors to the right Users. The CRM Lead/Contact Owner and Last Chat Attender options are now available in Automation -> Visitor Routing -> Route to Selected Users.

You can route the website visitors to:

  • The User who is the assigned owner in CRM (if the visitor is available in your CRM as Lead or Contact)
  • The User who assists the visitor in the previous chat

Let me explain with the examples how this would help you to route your website visitors.

CRM Lead/Contact Owner

Choosing this option in the visitor routing rule will help you to route the CRM based visitors directly to the Owner of the Lead or Contact.

Example:

In my Zylker shopping website, I have allocated 3 Users exclusively to attend the ​visitors available in my CRM, and the CRM based visitors will be routed only to these Users. But, I would also like to route to the User who is the owner of the Contact or Lead when the visitor visits the website. So, I choose the CRM Lead/Contact Owner option in the Visitor Routing rule along with the three more users.


Now when the CRM visitors visit my website they will be routed to the 3 users and also to the Owner of the Lead/Contact.

Last Chat Attender

This option helps you to route the visitors to the Users who last assisted the visitors via chat.

Example:

A real estate concern would like to connect their returning prospects with the sales representative with whom they previously had chat conversation, so the communication between the prospect and the sales rep will be more effective and personalized.

So, the criteria is set as Number of Past Chats is more than 0 then route the visitor to the Last Chat Attender.


The prospect who had a chat conversation with the user on the previous visit, will be routed to the same user in the current and future visits.

Interesting isn’t it!!!! These two options in the visitor routing rule can help you to track and serve your website visitors effectively.

Happy Routing!!!!

Elsi.G

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