We are happy to announce that we have come up with a new
module “Visitor History.” The Visitor History helps you to know
more about the visitor’s activity on your website. You can also
assign a score to your website visitors based on their activity.
The visitors visiting your website will be listed in the
Visitor History section. The Name, Email, Time Spent, Last Visit
and the Source can be viewed on the list.
A click on the visitor name in the list will open the
Visitor's Information section.
The details available inside the Visitor History are as
The particular visitor details like Name, Contact Number,
State, Country, Lead Score, Opportunity, Visitor Since, and Visitor
Behavior are reported in the visitor info section. In the Visitor
Behavior the Visits, Pages Visited, Frequency and the Source
information are provided. You can also choose a range for which you
would like to view the data in the “Visitor Behavior” section.
The top three pages that are frequently accessed by the
visitor and the time spent on the pages is graphically represented
in the “Interest” section.
The visits section provides the summary of each visit of the
visitor to the website. The following details can be viewed in the
This section provides the entire actions performed by the
website visitor and the actions carried out by the user for the
visitor. The below details will be listed:
You can identify the type of visitor based on their Lead
score. The higher the lead score in the Visitor history, the higher
the probability of closing the deal. You can set various criteria to
score your website visitors based on their actions performed on your
website and the visitor’s value in the Zoho CRM.
How to set up a lead scoring rule?
Go to Settings --> Lead Scoring set a rule and allocate
points for the defined criteria. Based on the rule and the allocated
points, the lead score will be calculated for each visitor.
In the below rule, if the number of visits is more than 5
then add 25 points to the visitor. The allocated 25 points will be
added to the Visitor’s Lead score each time after the visitor's
To lower the priority of the inactive visitors,
SaleIQ provides an option to reduce the lead score with the period
If weekly is chosen in the advanced configuration, then the
lead score of a visitor who doesn't visit the website for 7 days
will be reduced by 25%.
A set of default rules will be available in the Lead Scoring
section. You can edit or add more rules to the section.
What is the Opportunity Percent?
SalesIQ intelligently identifies the prospects and assign a
percentage value for the deal closing probability. The opportunity
calculation is based on the lead score of the visitor. The visitor
with the maximum lead score will be given 99.9% and, the visitor with
the least lead score will be given 0.01% as opportunity percentage.
Can I create my custom List?
Yes, you can categorize your visitors and generate a list
based on your preferences.
How do I create a list?
You can create your filters to sort the visitors by
clicking on the “Create your Own List” option or by selecting the
“Create List” option from the settings tab. Two default views namely
"All Visitors" and "Returning Visitors" are
available to sort your website visitors.
More about Visitor History