How can SalesIQ Identify your visitors?

How SalesIQ identifies website visitors?

Using the information provided during the prior chats and visits, SalesIQ can identify the visitor by their registered name and email when they revisit the website. SalesIQ will assign the identity passed to the JS API for the visitor and remember it when the visitor revisits the website from the same browser. A unique key representing the visitor will be stored in the browser cookie using which the SalesIQ will remember the visitor.


Learn more about Visitor Tracking.


If you get visitor details such as name, email, and contact information anywhere on your website using a web form, text box, etc., this information can be passed to Zoho SalesIQ using the JavaScript API below. Therefore, SalesIQ will remember the visitor details and help you track their activities on the website when they visit again.

Example:

In an e-commerce store, when a visitor logs in using the authentication system, the user's identity can be passed to SalesIQ.

Learn more about how to use the JavaScript APIs.


SalesIQ can identify the visitor by the contact ID when they land on the website from the Campaigns. For that, attach the recipient's contact ID to the campaign link with the SalesIQ Identifier parameters.

Example URL Pattern
Here the $[CONTACTID]$ are the variables. For every SalesIQ contact, there will be a unique contact ID. When sending a campaign, this will be replaced with the recipient's contact ID. So when the visitor lands on your site by Campaigns you have sent. SalesIQ can fetch all the information associated with the respective contact ID.


When the visitor clicks on the link, the details of the visitor will be captured from the SalesIQ identifier parameters present in the URL. This would be useful for your website marketing campaign. You can measure the success of the campaign and improve the standards.


SalesIQ can identify the visitors on your website by using the data indexed from web forms. When the visitor visits your website seeking information and submits the contact details through a Web Form, SalesIQ will track the visitor's future visits by the registered Name and Email.

1. Zoho CRM webform:

SalesIQ can identify the visitors only if the Visitor Tracking option is enabled while creating the CRM web form. If you have already added the web forms on your website without enabling the visitor tracking option, then enable the "Visitor Tracking" and update the web form code on your website.


Related Links:
  1. How to enable visitor tracking in the web form.
  2. Zoho CRM Integration.

2. Normal web form:

You can use SalesIQ's auto-pick mechanism to index data from a normal web form. All that you have to do is add the following parameters to your web form:

  1. <input siqatrib="name"></input> 
  2. <input siqatrib="email"> </input> 
  3. <input siqatrib="phone"></input>  
  4. <input siqatrib="company"></input>  
  5. <input siqatrib="firstname"></input> 
  6. <input siqatrib="lastname"></input>

Smart Identifiers

The Smart Identifier is the 1x1 pixel that will be sent in the email to track the visitor's identity who is accessing the email. This will set a cookie in the visitor's browser, using which SalesIQ can identify the recipient by name and email when they visit your website in the future.

Notes
Note: Smart identifiers can be used not just in Zoho Campaigns, but also other EMS like MailChimp, Constant contact, Campaignmaster, Aweber and more to identify visitors. Get the full list of supported EMS platforms here.
  1. To include the smart identifiers code in the email, navigate to Settings > Developers > Integration and select your choice of EMS with SalesIQ and integrate.
  2. Then select the integrated campaign and click on the Smart Identifiers section. A Campaign specific code will be provided in the Smart Identifier Code box. Now, copy the link and paste it into your email using the insert HTML option.
  3. When the recipient opens the email, the smart identifiers will help SalesIQ to identify them. To secure your campaign, encrypt the visitor's name and email in the smart identifiers link. 

Smart identifier code: 

<img src="https://salesiq.zoho.com/{screen_name}/identify.ls?name=%customerName%&email=%customerEmail%"/>

Encrypted smart identifier code:

<img src="https://salesiq.zoho.com/{screen_name}/identify.ls?e_name=encrypted_customer_name&e_email=encrypted_customer_email"/>

Get the values for the encrypted_customer_name and encrypted_customer_email using the Encryption REST API

Note:

Notes
Note:

Smart Identifiers will not work if the recipient has disabled the image loading option in the email client. If the recipient chooses the image display option, the smart identifier image will set the cookie in the visitor’s browser.

Smart identifiers will not work for emails opened in Gmail and certain other email services because Gmail will not serve the smart identifier image sent along with the email directly to the recipient. Instead, it temporarily stores the image in its Gmail server and subserves it to the recipient from the Gmail server when the email is accessed. So smart identifiers may not set the cookie in the real visitor’s browser and track them.

While sending an email to Leads/Contacts from CRM, using the CRM Identifier links can track and identify visitors from CRM on your website. The CRM identifier links have the recipient's Name and Email attached to the SalesIQ Identifier parameters, which help to identify the visitors. 

  1. siq_name - To set the Name
  2. siq_email - To set the Email
URL Pattern

Leads:

https://www.example.com/?siq_name=${Leads.Lead Name}&siq_email=${Leads.Email} 
Contacts:


Here ${Leads.Lead Name}/${Contacts.Contact Name} and ${Leads.Email}/${Contacts.Email} are variables. When sending the email, the variables will be replaced with the recipient's Full Name and email address.

When the visitor clicks on the link, the details of the visitor will be captured by the SalesIQ identifier parameters. This helps us track the visitors from CRM and updates the visitor interests and pages visited, etc., in the CRM account. 


If the visitor doesn't fall under any above categories and visits the website for the first time, SalesIQ assigns them a random Visitor ID until they provide their details. Once visitors sign up for a chat and provide particulars in the chat widget, they will be identified with their registered name. If the visitor leaves the website without giving their details, then SalesIQ will identify the visitor with the random Visitor ID when the visitor visits again. A small Asterisk (*) will be mentioned near the Visitor ID that denotes the repeated visitor. The operator can also update the visitor information manually while engaging with them. 


Learn more about Visitor Tracking.

InfoOnce SalesIQ identifies the visitor by any of the listed methods, a unique key representing the visitor will be stacked away in the browser cookie. SalesIQ will use this unique key to identify the visitor during future visits.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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
            Redefine the way you work
            with Zoho Workplace

              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 Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox 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

                                                                                                                        • Customize your SalesIQ Chat window with new Personalized Widgets (Beta)

                                                                                                                          Note: This feature is still in beta version. If need be, changes will be made to the JS API code/format for further refinement of the widgets. Additionally, the widgets JS API will work only on the new SalesIQ live chat. If you are using the older ...
                                                                                                                        • Integrating WhatsApp Channel with SalesIQ

                                                                                                                          Integrating your WhatsApp business with SalesIQ helps you handle your business' chat conversations on your SalesIQ dashboard. When a user messages your business on WhatsApp, you will receive that message right within your SalesIQ dashboard, allowing ...
                                                                                                                        • Integrating Zoho Bookings with Zoho SalesIQ

                                                                                                                          Zoho Bookings in SalesIQ Zoho Bookings is an online tool that your customers can use to book appointments with your experts and specialists to avail your services. When you publish your services on Zoho Bookings, your customers can access this ...
                                                                                                                        • SalesIQ for Zoho Forms

                                                                                                                          Zoho forms is a software solution that let's you create visually appealing forms easily with a no-code online form builder, for all your data collection needs. Integrating Zoho SalesIQ with Zoho Forms will allow you to receive the data collected on ...
                                                                                                                        • Identifying and analyzing visitors on SalesIQ dashboard

                                                                                                                          Identifying visitors helps you to enable you to identify visitors, view and record the trail of every visitor visiting your website(s) and more importantly it allows you to view info like name, geolocation etc., of the visitors and lets you initiate ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            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