Sales IQ ingration with CRM not working
When I am sending email via Zoho campaigns, I would like visitors to be identified in SalesIQ when they click on a link and come to the website. Similarly, when I send emails using Zoho CRM, I would like visitors to be identied in SalaesIQ when they come to the site after clicking an email link. Somehow, I am not able to make this work. I have searched and tried various options as per instructions on this page - https://crmplus.zoho.com/culytics/index.do#salesiq/culytics/index/getcpdata/setting/integration
SalesIQ's Android App is upgraded - grow your business on-the-go!
Zoho SalesIQ's customers have another reason to rejoice because we have upgraded the SalesIQ Android app! We continue to frequently add enhancements and features to our mobile app in order to make it as efficient and user-friendly as possible for you to grow your business. This bunch of noticeable feature upgrades, including a better UI and upgraded profile views can make your experience even faster, seamless and more intuitive. As exciting as it sounds, the Zoho SalesIQ mobile app lets you take
Feedback/Suggestions
We just installed SalesIQ on our website and I'm loving it. Two suggestions: 1. I think I've seen this suggested already, more personalization would be nice. as an example, unless I'm missing it there is no ability for the chat window to show user avatar? Which is strange since there is a place for users to attach an avatar. 2. Please consider adding some fun/endearing features that make chat more fun for visitors. As an example I just got chat support on a site and the support person sent me a gif
App UI
I downloaded the Mac version of SalesIQ, to try it as I'm not a permanent agent, just replacing a colleague. However, I don't use it as my main tools, I reduce the window to a minimum size, as shown on the screenshot. You then see some problem of the interface not playing nice with responsive. UI should be updated, I guess.
Zia skills videos or documation
I am finding it a little hard to use. Are there any examples, documentation or more videos to look at? I am simply just trying to get user input like name, email, and phone just to start. More information/documentation would help. Thanks.
Zoho SalesIQ is getting more secure with the TLS version upgrade!
Hello everyone, To keep your communication with Zoho SalesIQ more secure, we will be retiring the support for early TLS versions 1.0 and 1.1 by March 1, 2019. So, if the visitor is not accessing your website with the below-mentioned browser versions that support the TLS version 1.2, then SalesIQ will not be able to track the visitor or display the SalesIQ chat widget. You (Operator) may also face the compatibility issue in the operator console if you're not using the supported browser version to
Give your chat a whole new transformation with power-packed chat windows
Have you checked out the new-look of our chat window yet? Yes, SalesIQ powered chat windows have been completely refurbished. A chat window that can be more than just a platform for your operators to chat with visitors landing on your site. We have not
Add Additional Field for Security
Being there are no plans right now to mask credit card info in chats. Is there any possibility to add an additional field that is now added to the chat session? For instance after a chat is started, if we need to ask a customer for sensitive information, they can then add that information to a field then that field would be seen by the agent. Any information in this field would not be added to the chat transcript. This way we can transfer CC info or any other sensitive info from the customer to
Cut out prolonging chat sessions with Zoho SalesIQ Audio call!
Audio call has always been the most yearned-for feature among our customers. As we've always loved to stack up customers' plates with cool new features every now and then, we thought why not put together everything we can and start fulfilling our customer's wish list. First on the list? Audio call! And we have it now. Yes, you can use audio call as a means of communication with your visitors, and you don't just have to rely on chats to resolve your visitor queries anymore. Benefits that you would
Ability to ring visitor
As a frequent user to supporting my customers via chat. When a visitor goes idle, It's inconvenient and also doesn't resolve the issue on the chat. The ability to ring the visitor (chatter) to play a sound within the tab window on their computer to remind them that their chat session is still active. Sound played to chatter should be a bell or ring sound I feel this would be a great feature to have within Sales IQ Looking forward to an update
Unable to deactivate New and returning visitors notification on SalesIQ app
Hi, Despite the fact that I have deactivated these options in the setup, I am still getting push notifications and alerts from the SalesIQ app every time there is a new visitor on my Website (please see below screenshot I have well deactivated it, tried reinstalling the app, rebooting multiple times....). It's extremely annoying, I am on a Motorola GS5+ running the latest version of Android. Could you please help me out ?
Enhancement: Now you can frame site exclusive trigger and routing rules!
We have incorporated a major change in our Intelligent Triggers, Chat Routing and Visitor routing section. That is, you can frame exclusive rules for every site you own rather than the entire portal. Trigger and routing features of Zoho SalesIQ are said to be day savers. As, without them your operators would be put through a great ordeal handling visitors hitting your site. However, there are still certain factors that you might have to consider. Like, Say you route the web traffic hitting all the
Visitor History Sort
I want to be able to sort my visitor history by most recent, right now it is all over the place. How can I sort by most recent?
Sales IQ sort by most recent
I want to be able to sort visitors by most recent so im not sifting through the same ones over and over.
Visits not showing
Hi, I do have salesiq in both of my websites but lately It is not showing a single record. Can you check on my account?
Help getting SalesIQ chats into specific user's CRM module
New user here. I've tried my best to find an answer to no avail. I have six users within a Zoho One account. One main/admin account and five location accounts. I have five hosted URL's each with a unique embed of a SalesIQ chat widget. Each of these chat widgets is associated with one of the five user accounts mentioned above. So location_one.com has a specific chat widget, location_two.com has a specific widget etc. 1. I need the Main/Admin account to see and access all chat sessions, while limiting
New website form fields
Hello! We need to add State and City fields in the website form. It would be possible?
Salesiq is down and makes pages go down!
I am paying for your salesiq service and is currently down. It would not be a big problem if all my pages in our site would load. You guys have to do something with your salesiq plugin so when your server does not respondo, let the pages load anyways...
Always showing as offline
The widget on my corporate website always shows as being offline, even if i am in CRM or Desk. The only time it shows as being online is if Sales IQ portal is open. Why is this so, when the chat widget integrates with CRM and Desk? Its very annoying having to have another web browser tab open!
Minimise Icon
Hello, I'd like to change the "minimise" icon to a cross, but cannot get it to work. I've tried: .siq-minimize-icon:before { color: black !important; content: "\e2716" !important; } .sqico-min::before { content: "\e2716" !important; color: black !important; } Any ideas please?
Zoho SalesIQ abides by GDPR for a double-checked data protection!
As we are the means for you to procure and process your visitor data, our code of functioning has always been to provide maximum data-security to our customers. By complying with GDPR (that took effect from May 2018), we've planned on protecting your
Choose default department by default
Hi, I want to make the department dropdown in the chat window to be chosen, one possible solution I saw in chat API is to use this code: .chat.defaultdepartment(); I tried to use it but it is not working, the option that I passing to it not chosen? Thanks,
Prevent tracking visits from my domain
I spend a lot of time on our website and Sales IQ keeps tracking me as a visitor. Is there any way that I can prevent it from tracking me?
Intelligent Triggers can not work
I've written the code for two banners as below, but it doesn't work. If I only use the one of code, it works well. I don't know why. <!-- new Banner start --> <div class="float_layer_hovertree" id="hovertree_float_layer" style="z-index:10001; display: none; position: fixed; top: 185px; box-shadow:1px 1px 10px -1px #aaa; border-radius: 5px; z-index: 10001; width: auto; max-width: 90%; background-color: white;"> <h2 style="height: 25px; line-height: 25px; padding-left: 10px; font-size: 14px; color:
Chat window
Mobile users complain that the chat window takes up entire screen. It would be great to be able to adjust size when viewed on mobile.
Chat windows? Not just meant for chats anymore, for your abridged knowledge bases as well!
Hey there, Why would you want to withhold all the powerful insights that you possess about your products and services within yourself, when you can share, enlighten and empower your customers with it? Why would you want to wait until the customers bring in recurring support queries when you can educate them before-hand and aid them in resolving common issues all by themselves? Too many questions? Don't worry you will have it all answered with the new feature that Zoho SalesIQ has launched - " Articles
SalesIQ GDPR compliance + deletion methods
Are there any plans to make SalesIQ GDPR compliant? Also, how can you delete full visitor history if needed?
Identify, engage and convert prospects hitting your website via Zoho Campaigns
Boost your sales and stay ahead of your competitors by integrating Zoho SalesIQ with Zoho Campaigns. You can now track the activities of your visitors from the email campaigns sent, reach out to potential customers, pique their interests, and ultimately
Annoying chat invitation popping up on every page on my website.
How can I setup the SalesIQ chat function so that the chat inviation only occurs once (per visitor) and only on the homepage. Now, when a potential client visits my site and browses through the pages, a new chat invite pops up each time they go to a different page on my site. In short: I am annoying the hell out of my potential clients!
Throw the spotlight over those prospective visitors hitting your website via MailChimp campaigns!
To all those customers who have integrated MailChimp with your Zoho SalesIQ account, this forum has exclusively been written for you! We all know that Zoho SalesIQ partnered with MailChimp only to ease out your marketing grind! Let me lead you through a few cases to aid you comprehend the techniques using which you can harness the maximum out of the integration of these two influential applications,
SalesIQ and Chatbots ?
Hi, I recently came across a new chat platform that integrates AI for their interactions on websites. Is there any plans to offer the possibility to add chatbot to SalesIQ that can replace forms, that is linked to my CRM calendar so that my visitors can also book an appointment directly without going through a lengthy back and forth communication? Maybe an idea for a marketplace add-on.
Unchain yourselves from your work pods with our Zoho SalesIQ mobile app!
Would you like to sit inside your work pods and stare at your desktop monitors all the time? Duh, No! Well, that's the prime reason why Zoho SalesIQ mobile app was developed - for you to take up your daily grind on the go! Let's just quickly run through instances where the Zoho SalesIQ mobile app acts as your operator's saviour, 1. Be proactive - Make hay while the sun shines! Why sit back and wait for the visitors to initiate a chat when you have the privilege to strike
Chat Widget always showing me as offline
Since some updates to the Zoho Sales IQ platform in December, my chat widget now constantly displays me as offline. Even during normal open business hours. What has happened?
Gear up to explore the spruced up live chat module!
When the trend changes one has to roll with it and so did we. Take a look at what we have moulded out of our old live chat module. Let's take a quick tour around to see what all changes we have brought in, shall we ? Well, then buckle up guys, here we go... 1. Would you ever like seeing mundane stuffs over and over again? Well, then why would you want to bore your visitors by displaying the same old chat widget themes when we offer you a whole new range of cool themes which you can switch to in
Convert your Chats to Zendesk tickets
Hey everyone, Just imagine if I told you, that you could manage conversations and tickets at the same place. Basically, ticketing and chat, the complete match made in heaven for any customer all under one roof. So why wait? Integrate Zoho SalesIQ with
Chat routing: Automate and optimize the process of routing your incoming chat requests!
Hello buddies, How have you all blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah? You might think that I am going bonkers... :p But NO buds am not! But trust me this is how it would appear to the operators of your firm when they have to deal with the issues brought in by the visitors hitting your website that has nothing to do with their skill set or field experience. To
Let your visitors hold down all the conversations that they have with your operators in reserve!
Hello buddies, Hope you are all doing great out there! I am back to brief you all about a cool new feature launched by SalesIQ - View past conversations , which allows your visitors to keep track of all the past conversations that they had with the operators of your firm in their own chat windows. Inquisitive to know more about this feature? Then do stick around and continue reading. Well, what is the sole purpose of bringing in this feature? Consider a scenario in which a prospective customer
Less of Browsers, More of Desktop Apps
They said they'd be dead. Gone from our docks into our browsers. But are they really dead? With many services going all desktop, can we stop writing eulogies for native apps after all? Cause desktop apps aren't going anywhere (yet) Standalone, desktop
Salesforce CRM to the rescue!
Hey there! Are you a Salesforce user? Woaah! Then we have a great news for you! We have added an other jewel to our crown - Salesforce CRM , to seize prospective leads effortlessly and to escalate lead conversions without even having to leave your SalesIQ account. Will that be all? No not at all, stick around, read through to know what can this power packed combo do for you. Not a Salesforce user? Wanna try out a similar Zoho product ? Try Zoho CRM today! Let's take a quick look at the benefits
Share to nurture bonds :)
Hello buddies ! Bala here, wondering what am I going to talk to you guys about ? Well, trust me definitely nothing related to philosophy. I presume that most of us know what screen sharing is, if not don't worry let me brief it to you. Screen sharing/casting is nothing but sharing your screen with someone else probably to seek help or assist them. Woaahh !! wouldn't that be great if you had this option in your SalesIQ account to resolve all your visitor's issues in a jiffy ? Or show them a demo of
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