We are so delighted to hear that the Visitor History helps you and your sales team to be more productive. Now we're even more excited to announce that SalesIQ's - Visitor History gets a new option to Schedule the hot visitor list and receive them right in your inbox.
You can Schedule to automate the process of receiving the hot visitor list by email on a regular frequency. When you filter the visitor list, use the "Schedule" option listed under the settings icon and set an automated email process. The website visitors are filtered based on the given visitor history rule and sent between the set frequency on the mentioned date and time.
Let me explain you with two real-time examples:
You can schedule the visitors visiting your website from Canada to a particular salesperson for follow-up. Filter your hot leads visiting from Canada region with visitor history rule and plan it to Patricia (sales person) with all the info available in the visitor history.
Now, Patricia will receive the list every morning at 10 AM, which contains the website visitors only from Canada. The email contains the .xls or .csv file that lists the website visitors visited from the previous day 10 AM to present day 10 AM.
You can plan the website visitors list from Google AdWords and Email Campaigns to your marketing team every week for follow-up.
Set the rule in the visitor history to filter the visitors visiting via AdWords and Campaign. Then organize to send the visitors list every week to the marketing team. To schedule the list:
The marketing team receives the consolidated list of visitors visiting your website via Google AdWords and Campaigns throughout the week on every Monday at 10 AM.
This feature is available to all SalesIQ users irrespective of plans (Basic / Professional / Enterprise). But, only the users with administrator privilege can schedule the visitor list.
To know more about schedules and its uses, please visit our User Guide.