Once the SalesIQ integration is enabled, the list of available accounts will be displayed in the dropdown of your Visitor Tracking page. You can choose the required account from the drop-down list and view the list of embed codes available for that particular account.
To view the Embed Code
The Visits tab is available by default in your Zoho CRM account. You can view the visits data of any specific SalesIQ account. The list of available accounts will be displayed in the drop-down. As soon as you enable the integration, before any visits are captured, the Visits tab will have a link to "Send to Webmaster".
Just like other modules, the Visits tab can be hidden for certain user profiles. The administrator can hide the tab and additionally restrict permissions for Viewing, Creating and Deleting records. See Also Managing Profiles
The following details will tell you more about the Visits tab.
When a visitor visits your website and chats with the sales representative by providing name and email address, the visitor's details are captured as an entry in the Visits tab. The various fields capture the information such as time spent in the web pages, visited pages, IP address, visitor’s name, etc.
The ActionsPerformed related list will tell you more details on the pages that were visited, the actions performed in them, time spent in them, etc. Additionally, chat transcript will be attached to the record and you can create notes for the visits.
Following is a list of Zoho defined fields available in the Visits module. The data in these fields will be automatically populated via the Zoho SalesIQ Integration. You cannot edit the values in these fields.
|IP Address||IP address of the user who visited the web page.|
|VisitedBy||Name of the Lead or Contact who visited the page. Based on the integration settings in Zoho SalesIQ, new visitors will be added as Leads or Contacts.|
|Visited Page||The web page that was visited by the prospects.|
|Time Spent (Minutes)||Number of minutes spent by the visitor on the web page(s) in a single visit.|
|Referrer||It is the URL of the page that directs visitors to your web page. This field gives the URL of the page that the person was on before visiting your page.|
|User Agents||Details on the browser, operating system, etc. used by the visitor|
|Attended By||Name of the user who contacted the visitor via chat option in your web page.|
|Visited Page URL||The URL of the web page that was visited.|
|Browser||The browser in which the web page was accessed.|
|Visitor Type||The visitors are categorized into these types: Customer, Potential, Leads, Contact, and Unknown.|
|Revenue||Revenue till date, from the customer.|
|Visited Time||Date and time of the visit.|
|Search Keyword||The search keyword that listed your web page as one of the search results and brought the visitor to the page.|
|Search Engine||Name of the search engine where the keyword was used to search.|
|Operating System||Operating system of the visitor's computer/laptop.|
|Portal Name||Name of the portal through which the visits arrived.|
For the visits, if you need additional information that are captured in Zoho SalesIQ, you can do so by creating custom fields in Zoho CRM. These custom fields should have the same label as in Zoho SalesIQ. Only then values will be automatically populated in these fields. Just like the other fields, the custom fields created for the Visits tab also cannot be edited. See Also Create Custom Fields
To check fields in Zoho SalesIQ
Some predefined list views are provided for the Visits tab. They are:
Choose the required account from the drop-down to view all the visits data of that particular account.
The CRM View gives you holistic view of all the details related to the visitor. You can check the visitor's details that is already available in CRM, view the chat histories, visit details, mail conversations, potential summary, activities, notes, etc.
Page Visits, Chat History, and Visits History
Info, Conversations, and Timeline
You can associate notes and upload documents, as attachments to each record under the Visits tab. Chat transcript will be attached to a visit. There is another related list, namely ActionsPerformed. In a single visit, the pages that the visitor navigated to and the actions performed in them will be listed here. Following are the details:
Once you enable the integration, a few new fields will be added in the Leads or Contacts modules (based on the integrations settings in Zoho SalesIQ). Following are the additional fields in Leads/Contacts module:
For leads/contacts, a new related list, Visits – Zoho SalesIQ is added where the details on the each visit's IP Address, Visited Page, Time Spent (Minutes), Referrer, and Search Engine will be recorded. Choose the required portal from the drop down and view the visits data of that particular portal.
You can configure workflow rules on the creation of a visit. For example, as soon as a visit is created, you may want to automate sending an email to the related lead. In such cases, you can configure workflow rules for the Visits module.
During the setup, the administrator can enable the Visitor Notification option so that users can receive popup notification whenever there is a visitor to your web page. This can also be defined in Zoho SalesIQ from Settings > Integrations > Zoho CRM > CRMConfiguration.
When the visitor tracking code is added in your website, all the visitors will be tracked and you will start getting notifications within Zoho CRM, for the visits. Ideally, it is not feasible to manage the overwhelming visits and the notifications but to help you with that we have Routing Rules.
With Routing Rules, you can manage which visitor details needs to be tracked and route it to sales reps. These sales reps would then be automatically notified whenever a visitor visits your website and their details meet the criteria in the routing rule.
To add routing rules
Zoho SalesIQ integration allows tracking online visitors within your CRM. You will have a portal wise filter, so that you can track the visits data for that particular portal.
You will get notifications for different types of visitors such as:
Besides Routing Rules you can create your own automated chat triggers based on your business needs. You can increase visitors' conversation by configuring triggers based on specific actions performed by the visitor on your website.
In addition to the regular visitor tracking notification popups, you can also watch out for green dots besides your customers' names to know if they are online on your website. This green dot is designed to appear in the List View and the Details pages of Leads and Contacts. It also appears in the Contacts section of Accounts, Activities, and Deals Details pages.
Leads/Contacts List view
You can select all the leads/contacts online in a particular page at one shot if you want to apply a mass action on those records. To do this, simply select one online lead/contact and click the Select All Online Leads/Contacts in this page link subsequently appears.
Leads/Contacts details page (Business card section)
Accounts details page
Deals details page
Activities details page
To add Intelligent Triggers
You can make calls to the online visitors right within your CRM, in case the entity has a mobile number associated with it. You can add the mobile number to the contact created and make calls if necessary either using Skype or PhoneBridge integration. Once the contact number is associated, a call icon will be created in the visitor online section within your CRM.
A user who has enabled Google Ads Integration as well as Zoho SalesIQ integration will have the benefit of viewing Google Ads information in the corresponding Visits tab as well. If a new visitor enters a site by clicking on a Google Ads campaign and fills up a form, the following actions occur in Zoho CRM:
This tracking information is obtained with the help of the GCLID that is appended to every URL on your site upon Google Ads integration. See also: Understanding the GCLID Mapping in Zoho CRM
To view the Google Ads information in the Visits Details page
You can enable the visitor tracking option in your Zoho CRM Webforms to track the visits of the respective webform.
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