Visitor Routing

Visitor Routing

What is Visitor Routing?

  1. The process of separating and routing the visitors to specific agents with the help of specific filters and rules is called Visitor Routing. 
  2. For example, if a majority of your customers are from the United States and you want to assign two specific agents for visitors from that country, then you can set filters accordingly and assign your agents. Then, the visitors accessing your website from the United States will only be routed to the two specific agents. 
  3. Visitor routing helps you to display the only specific visitors that you and your agents want to see in the Tracking module.

Benefits of Visitor Routing:

  1. Visitor routing reduces the workload of you operators. When you set up rules to route different visitors to different sets of operators, it will eliminate the need for one operator to bear the load of all the incoming chats. This can save a lot of time and effort and also increase the efficiency of your support team

How to Route Visitors to Specific Sales Executives?

  • Navigate to Settings > Automate > Visitor Routing.
  • Click the Add button on the right top corner of the page.
  • Choose the app that you want to set up a rule for. 
  • Choose your audience - this can be based on website details, technology, visitor details, department, triggered status, UTM values, CRM values, campaigns, company data, user data and general conditions like number of past chats. 
  • Then, click on  Next  .  

  • Choose one from the routing options provided - Do not route, Route one by one, Route to least loaded, Route to selected operators, Route to first available operator .

Pre-defined Conditions:

The available Predefined Conditions and its descriptions as follows:


Condition
Description
Browser

Browser used by the visitor in the website.
(Values : Apple Safari, Google Chrome, Microsoft Internet Explorer, Mozilla Firefox, Opera, Unknown)

Country

Country of the visitor accessing the website.

CRM Contact

Contact information of your website visitors in Zoho CRM, Click to know more.

CRM Lead

Lead information of your website visitors in Zoho CRM. Click to know more.

CRM Potential

Potential value of your website visitors in Zoho CRM. Click to know more.

CRM Account

Account information of your website visitors in Zoho CRM.

Campaign Source

UTM used to identify a search engine, newsletter name, or other source.

Campaign Medium

UTM used to identify a medium such as email or cost-per- click.

Campaign Term

UTM used for paid search eg: keywords for the ad.

Campaign Content

UTM used for testing and content-targeted ads.

Campaign Name

UTM used for keyword analysis to identify a specific product promotion or strategic campaign.

IP address

IP address of the visitor visiting the website.

Landing page

URL of the page where the visitor have landed in the website.

Landing page title

Title of the page where the visitor landed in the website.

Number of past chats

Count on number of past chats with the visitor.

Number of visits

Count on number of visit by the visitor in the website.

Operating System

Operating system used by the visitor.
(Values : Android, Apple iPhone, Apple iPod, Apple Macintosh, Blackberry, Kindle, Linux, Microsoft Windows, Motorola, Nintendo, Nokia, PlayStation, Sun Solaris, Symbian, Web OS)

Referrer

Source from where the visitor is referred from.

Region

Region of the visitor in the website.
(Values : Asia Pacific, Canada, Europe the Middle East and Africa, North America, South America, United Kingdom)

Search engine

Search engine used by the visitor.
(Values : Baidu, Bing, Google, Inktomi, Teoma, WebCrawler)

State

State of the visitor accessing the website.

Visitor Type

The type of visitor in your website.
(Values : All, New, Returning)

Visitor Info

Use our JavaScript APIs to set the values.

Web Embed

Embed in the website where he visitor is accessing.

Advanced

To set two or more conditions.

City

City from where the visitor is accessing the website.

Visitor Type in CRM

Category of the visitor in CRM.
(Values: Contact, Customer, Lead, Not Available, Prospect)


Visitor Routing Options:

Now, set a criteria for your condition by selecting an option from the drop-down.
  1. Do not route - Visitors will not be routed to any Operators.
  2. Route one by one - Visitors will be routed to the Operators one by one, when they are online.
  3. Route to Least loaded - Visitors will be routed to the least loaded operator based on the visitor count when they are online. For example: If an operator has 10 visitors on their tracking screen and the the other operator has 11 visitors then the next visitor will be routed to the least loaded operator.
  4. Route to selected operators - On selecting, an option to choose the operators to route will appear. And, the visitor will be routed only to the selected Operators.
  5. Route to First Available Operator - Visitors will be routed based on the first availability of the operators.


Note:
If the "Route rest of the visitors to all operators" option is enabled, then the rest of the visitors will be routed to all other agents.
  1. Then, choose the operators/departments that you want to route the chat to and click Next.

  1. To delete the selected operator, click on the 'x' symbol that appears when hovered over.

  1. Provide your rule a name and click Launch.

An example of how to route visitors to specific agents:

In the below example, two rules are set to route the visitors.
  1. In the First rule, if the number of CRM Lead Score is more than 100, then the visitors will be routed only to the selected agents.
  2. In the second rule, if the number of past chat of the visitor is more than 5, then the visitors will be routed only to the selected agents.
  3. On the right side of every rule you will be able to see the number of visitors routed to the specified agents based on the rule, number of chats initiated proactively and the number of visitors who have responded to the chats. The rest of the visitors visiting your website will be routed to all other agents.


How to disable/delete a visitor routing rule?

  1. To disable the rule, click the  Enable/Disable toggle button.

  1. To delete a rule, click on the Delete(trash) symbol on the right side of the rule.


What is the Order of Visitor Routing?

The rules follow a top-down execution method, whichever rule first matches the visitor criteria will be executed. You can rearrange the rule order by Dragging and Dropping the rule (Top-Down, Bottom-Up).

Related Topics:
  1. Automation in SalesIQ
  2. Chat Routing
  3. Triggers

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • Related Articles

                                                      • Chat Routing

                                                        What is Chat Routing? The chat routing option available in the Automate module helps you prioritize and route visitor chats to the operators based on certain conditions and criteria. You can set different rules to filter the chats requests and route ...
                                                      • Visitor Tracking

                                                        Visitor tracking acts like a power packed module, enabling you to identify and track down visitors, view and record the trail of every other visitor visiting your website(s) and more importantly it allows you to view personal details like name, ...
                                                      • Visitor History

                                                        Visitor History helps you learn about all the visitors visiting the website. It is practically not possible to keep a tab on all the visitors in the Visitor Online dashboard. Even if some visitors need some help they may not reach out to you via ...
                                                      • Visitor history

                                                        Who is a visitor? If a person leaves your website without providing any contact information such as email address, phone number, etc. that the operators could use to perform a follow-up, that person will be considered a visitor. Wouldn’t it be great ...
                                                      • Visitor's Feedback

                                                        Feedback helps you understand your customers better and how they feel about your website and support. Visitors will be prompted with a feedback form after a chat is ended. Here, visitor can rate the operator based on the options - Sad/Neutral/Happy, ...

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources