The following sections would elaborately explain the functionalities of this feature.

Rings View 

Rings view is the face of SalesIQ, which is the cardinal page that gives a visual overview of your visitors' data based on various customizable conditions . By default, the priority drops from inner through the outer ring .  

Details like, Name or a Random ID assigned to the visitor, time spent by the visitor on your website and Country from which the visitor is would be displayed over the rings in the form of small tiles for the visitors who are currently browsing through your website. More importantly, SalesIQ allows you to track a set of predefined actions performed by the visitors by just having a glance at your priority rings.

Tracking visitor actions on Ring View

SalesIQ comes with various predefined visitor actions  which can be tracked in the Ring View out of the box to ease and speed up your visitor tracking process.

1. Repeated - A frequent visitor of your website.
   
2. Contacted - Visitor contacted by the monitoring operator.
   
3. Responded - Visitor has responded back to the agent.
   
4. Potential - A potential visitor has landed on your site.
   
5. Triggered - The visitor has set off one or more triggers that were set by you.
   
6. Clicked - The visitor has clicked the live chat widget in your website.
   
7. Chat - The visitor had already had a chat session with the operators of your firm.
   
8. Name - Either the name of the visitor or a random ID generated for the visitor by SalesIQ.
   
9. Time - Time spent by the visitor on your website.
   
10. New Visitor - A '*' symbol will appear when a new visitor lands on your website. 
    
11. Cold visitors - Visitors who do not match the priority criterions that were set by you. These visitors may or may not be pulled into the priority rings in the mere future.
    

Note: You can further customize the conditions based on your needs and preferences, and create unique Presets that can suit your business purposes.

List View

Predefined Actions on List View

1. Repeated - Denotes a frequent visitor of your website. 
   
2. Contacted - Visitor contacted by the monitoring operator.
   
3. Responded - Visitor has responded back to the agent.
   
4. Clicked - The visitor has clicked the live chat widget in your website.
   
5. Triggered - The visitor has set off one or more triggers that were set by you.
   
6. Page navigation - The visitor is navigating between the webpages of your website.
   
7. Chat - The visitor had already had a chat session with the operators of your firm. 
   
8. Name - Either the name of the visitor or a random ID generated for the visitor by SalesIQ.
   
9. Time - Time spent by the visitor on your website.
   
10. Source - The source through which the visitor landed on your website.
    

Who are Cold Visitors?

Customize Tracking Views

What does "Prioritizing the Visitors" mean?

SalesIQ allows the operators to filter, prioritize and organize the visitor base routed to them. This can be done by specifying a set of criterions in the "Customize" tab in the top right corner of the "Visitors online" tab window. Based on the criterions set by you the visitors will be filtered and organized around the priority rings in the ring view or as columnar data in the list view. Doing so, will let your firm target prospective visitors rather than desiccating the firm's time and resource over visitors who may not be quite profitable. Priority drops from inner ring through the outer ring in the ring view and from left through right in the case of list view. More importantly the customization rules set by an operator is limited to his/her account only.

Presets

Zoho SalesIQ provides the operators with four predefined filters, which are as follows

1. By Action – Actions performed by the visitor on your website (Eg., Accessed, Clicked, Contacted, etc.)
   
2. By CRM Values – Prioritize based on the CRM Values of the Visitor (Applicable only for CRM operators)
   
3. By Last Activity Time – Visitor's last activity time on your website.
   
4. By Past Chats – Number of chats that the visitor has had before.
   
5. By Time Spent – Time spent by the visitor on your website.
   
6. By Visits – Number of visits that the visitor has paid to your website.
   

Heads up!! Do remember that you can't avail the filter " By CRM values" if you haven't integrated your SalesIQ account with a CRM product yet. 

How to "Prioritize the Visitor" with predefined presets?

1. Click on the "Customize" tab. A window pops up.
   
2. The window would show a set of conditions associated with the default filter "By Time Spent" initially.
   
3. If these conditions are quite apt considering your requirements, then proceed on click "Apply".
   
4. Else you can click on the drop down box which you can find in the top right corner of the window, run through the predefined filters and select the most apt filter based on your requirements.
   
5. A set of conditions associated with that particular filter would appear, if apt proceed on and click "Apply".
   
6. After which you can view the number of visitors who currently match the conditions that you had set for your rings, right above the condition box for each rings.
   

Heads up!! If you attempt to make changes to the default conditions associated with a particular filter that you chose, then SalesIQ would presume that you are trying to create your custom preset.

How to create a custom Preset?

1. Click on the "Customize" tab.
   
2. Click once on an already set condition to add one or more conditions to it, thus clubbing them together to filter out a single class of visitors using the binary operators "AND" and "OR". 
   
3. Or click twice to edit the base condition itself, choose from a bunch of predefined options.
   
4. Name the filter created by you by clicking on the pen icon right beside the caption "Sort your visitors by-".
   
5. After you specify the name for your filter click on "Save" right beside the text box.
   
6. After which you can view the number of visitors who currently match the conditions that you had set for your rings, right above the condition box for each rings.
   

Note: Operators can craft only five custom presets.

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.
Current page	URL of the page where the visitor is accessing.
Current page title	Title of the page where the visitor is accessing.
Custom Action	The Custom actions that you have added on your 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 Account	Account information of your website visitors in Zoho CRM.
CRM Potential	Potential value of your website visitors in Zoho CRM. Click to know more.
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.
Department	Department in the chat widget of the website.
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 URLs accessed	Count on number of URLs visited by 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.
System status	Status provided by the system for the visitor. (Values : Accessed, Chat Completed, Clicked, Contacted, Custom, Missed, Responded, Triggered, Triggered Replied, Waiting)
Time since last action	Time since last action performed by the visitor in the website.
Time on site	Time spent by the visitor in the website.
Visitor availability	Visitors availability in 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)
Triggered Status	Set criteria based on the trigger status, whether the trigger is invoked or not. (Values: Invoked, Not Invoked)
Previous Page	URL of an important page, where you like to be intimated if the visitor leaves that page and moves to another page.

Note:

There might be situations in which you will be displayed with " Plan downgrade" or " Integration disabled" messages.

1. Plan downgrade message will be displayed when you attempt to utilize a predefined option associated with a product (either a CRM or a Campaign product) integrated with Zoho SalesIQ and the particular product's account plan has expired. 
   
2. Integration disabled message will be displayed when you attempt to utilize a predefined option associated with a product (either a CRM or a Campaign product) integrated with Zoho SalesIQ and the particular product has been disabled in the integrations section.
   
3. If you are in an associate or a supervisor role you will be asked to contact your admin. Else you will provided with a direct link to enable the particular integration or to upgrade it.
   

Choosing an apt association rule

Following are the set of association rules provided by SalesIQ which can be used to associate the predefined options specified above with appropriate values,

1. is equal to
   
2. not equal to
   
3. between
   
4. is greater than
   
5. is lesser than
   
6. begins with
   
7. ends with
   
8. contains
   

Do remember that not all the above specified rules will be available for every other predefined option that SalesIQ offers, the set of association rules would vary depending upon the predefined option chosen. 

Setting up values for the criteria chosen

Once you are done framing the conditions, choose or specify appropriate values for them. SalesIQ allows you to associate multiple values with a single condition. (Values should be separated by the character comma ",").

If you don't specify an appropriate value for the criteria that you framed, then it would revert back to the one that was specified earlier (That is, the condition that you tried to edit).

How to edit, delete, rename and add notes to the filter?

1. To edit the conditions associated with the filter created by you, just choose that particular filter from the filter drop down box.
   
2. Edit the conditions that you would want to change.
   
3. Once you are done editing a pop up appears asking whether to save this filter as a new filter or as an existing filter.
   
4. Choose the apt option.
   
5. To delete a filter created by you, click on the settings icon right beside the chosen filter's name in the top right corner of the window.
   
6. List of filters created by you will be displayed, hover over it a delete icon appears.
   
7. Click on it to delete it.
   
8. To add notes, hover over the filter name and you would find an icon right beside the delete icon to add notes, click on it and add a desired note to that particular filter.
   
9. To disable the filter created by you, uncheck the checkbox on the left of the filter name.
   

Hiding Visitors Connected to other Operators

To avoid crowding of your priority rings or priority lists, you can hide the visitors contacted by other operators of your department. To do so, check in the check box that you can find at the bottom of the window.

Unchecking the checkbox doesn't mean that the visitors manually routed to other operators of your department by using Settings > Automation > Visitor routing will also be visible in your Visitors online module.

Related Links:

1. Advanced visitor tracking features. 
   
2. A complete guide to website visitor tracking