Identify and analyse visitors' data using the Visitors module
The Visitors module in Zoho SalesIQ helps businesses monitor, identify, and engage website visitors in real time. It provides a centralised space to track visitor activities, manage customer interactions, and organise visitor information into different categories based on their engagement and identification status.
The module is divided into four sections. Each section helps operators better understand and manage website visitors:
Leads
The Leads section contains anonymous visitors who visit your website but have not yet shared enough contact information for follow-up communication.
These visitors can still be tracked based on their browsing behaviour, visit history, traffic source, location, pages visited, and engagement activities. Operators can proactively engage with leads using chat triggers, chat invitations, and live conversations.
If a visitor leaves the website without providing identifiable contact information, such as an email address or phone number, they remain a lead. With Leads, you can:
- Monitor visitor activity in real time
- Identify potential customers
- Understand visitor interests and behaviour
- Engage visitors proactively before they leave the website
Transition from Lead to Contact
A lead becomes a contact when the visitor provides identifiable information, such as:
- Name
- Email address
- Phone number
This information can be collected through live chat conversations, pre-chat forms, contact forms, and bot interactions
Once the information is provided, the visitor is automatically moved to the Contacts module.
The Contacts section contains visitors who have shared identifiable information, such as their email address, phone number, or name, during a conversation or via forms.
Once a visitor provides contact information for follow-up communication, they are automatically converted into a contact.
The Contacts module allows operators to maintain a complete record of visitor interactions, conversation history, notes, and engagement details for future communication and relationship management. With contacts, you can:
- Perform follow-ups with potential customers
- Maintain customer communication history
- Build personalised customer relationships
- Track returning visitors more effectively
Transition from Contacts to Users
A contact becomes a user when a visitor authenticates or logs in to your website or application using your platform’s login system. This authentication is usually implemented using SalesIQ’s visitor identification or user authentication feature. Once authenticated, the visitor is recognised as a registered user and moved to the Users module.
Users
The Users section represents authenticated or registered users of your website or application. These are visitors who have logged in to your platform and are identified via the visitor authentication feature.
Unlike anonymous visitors or contacts, users are directly associated with unique user profiles from your business platform, allowing operators to provide highly personalised support and engagement.
The Users module helps businesses to:
- Track logged-in customer activity
- Provide contextual support
- Access user-specific information during chats
- Deliver personalised customer experiences
Companies
The Companies section groups visitors, contacts, or users based on the organisation or company they belong to.
This helps businesses manage B2B customer interactions more efficiently by giving operators visibility into company-wide activities, conversations, and engagement history.
Operators can understand:
- Which companies are visiting the website
- Company engagement levels
- Associated contacts and users
- Business opportunities from specific organisations
The Visitors module in Zoho SalesIQ helps businesses move from anonymous website visits to meaningful customer relationships. By organising visitors into Leads, Contacts, Users, and Companies, businesses can better understand customer behaviour, improve engagement, and deliver more personalised support experiences.
The visitors module serves as a directory that stores essential data for all visitors, contacts, and companies who land on your website. That gives you an overview of all the activities they have performed on your website.
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