Integrate Constant contact with Zoho SalesIQ

Integrating Constant contact with SalesIQ



What is Constant Contact?

Constant Contact is an online email marketing application that enables designers to create, send, manage and track branded emails for themselves and their clients with ease. 

Integrating Constant Contact with SalesIQ

  • Navigate to  Settings > Developer Space > Integrations. Under Email Marketing Category, choose Constant Contact.
  • Inside the Constant Contact dashboard you will find two sections: Identifier Link and Smart Identifier Link.

As you click on these, both sections have disclaimers on privacy concerns at the top. Click on View to understand these concerns.

Privacy concerns

Using Identifiers might result in some privacy concerns for the visitors
  1. If your visitor open the identifiers link to visit your website, their details might appear in the URL this information may be exposed to advertisers and might affect your visitors' google search result.
  2. If your visitors' access the links while on a public wifi, their name and email will be exposed.
Click the checkbox to agree to the privacy concerns to continue to the Identifier page. 


Identifier links help you find the name and email of the visitor visiting your website by clicking on the link from the campaign. 
  1. You need to paste the link you embed in the campaign - the one that directs visitors to your website in the 'Enter the Website Link' field and then click  on Generate. The identifier will be added to the link.
  2. Then, you can copy the link generated and add it to the email.
Smart Identifiers are nothing but a 1x1 pixel tracking image attached to the email campaigns, The identifier params are added to the link. You can copy and use the link to your 'email content' to identify the recipients name and email when they visit your website by clicking on the link in the campaign.

Smart identifiers will not work in the following conditions:
  1. If the recipient has disabled the image loading option in the email client.

  2. If the image is stored and served from the email server (Eg: Gmail)

How to identify website visitors name and email address referred from emails sent from Constant Contact?

You can identify the website visitors from the Constant Contact campaign by adding the SalesIQ parameter mentioned below after the backlinks (which directs the customer to your website) in the campaign emails.

SalesIQ Params to be included after the backlinks
  1. ?siq_name=[firstname] [lastname]&siq_email=[email]
Example:
Note:
In case the URL contains the question mark (?) at its suffix then include the back link preceded by an ampersand (&) symbol.
Example:
  1. http://www.yourlink.com/ /index.php?module=Products&siq_name=[firstname] [lastname]&siq_email=[email]
If not, then include the back link preceded by the question mark (?) as shown below.

Example:
Also, ensure that you have embedded the SalesIQ code into your website source file to start tracking. Click here to know more about embedding the SalesIQ code.

How to categorize website visitors based on Campaign UTM variables?

SalesIQ allows users to modify and set their conditions based on campaign UTM variables for prioritizing the visitors in their dashboard.
  1. In the Live Visitor's view, click on Customize on the top right. 
  1. Inside this section, choose Add to pick the conditions and criteria to categorize visitors by Campaign UTM variables.
  1. Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.
  1. Define a "criteria" for your conditions and click on Next. Specify conditions and criteria for all four rings.
  1. Next, give a name to this rule and choose this Custom view for your SalesIQ dashboard. Now, the visitors visiting your website from the email campaign will be prioritized in the specified tracking rings.

How to initiate chat triggers based on Campaign UTM variables?

To automate proactive chat triggers, or to set up an action for your chat widget in the website conditions based on campaign UTM variables, do the following:
  1. Navigate to  Settings > Automate > Triggers and then click on 'Add' to create a new trigger with required Campaign UTM filters.
  1. Next, if you have multiple brands within your portal, choose the brand for which you want to set up you want to set up your trigger.
  1. Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign NameThen, define a criteria for your trigger and click on Next.
  1. In the “When would you like to initiate the trigger?” section, select an option.(on the landing page or while accessing any page on the website).
  1. Choose the type of action you would like your trigger to perform in the “Custom Trigger” section.
  1. Finally, set the time after which you would like to perform the action in the “after” text box.

How to route visitors to the required users based on the Campaign UTM variables?

To route the tracked visitor to the specific agent and to personalize the visitor tracking according to your business needs, do the following:
  1. Navigate to Settings > Automate > Visitor Routing.
  2. Click on the "Add" to set your required filters.
  1. Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign NameThen, define a criteria for your condition.
  1. Add the agents name in the “Route to Operators” section, select "Route to Selected Operators".
  1. Add your preferred operators using the search bar or simply select the operators from the list. Then, click on Next.
  1. To remove the added agents, hover over the agents and click " x " symbol.
  1. Give a name to your Routing Rule and then click on "Launch".

Is it possible to add click on chat button in my campaign emails?

Zoho SalesIQ is well equipped that you can add a chat button in your campaign emails and get chats directed into your SalesIQ. To know more about Email Signature Chat, click here.

    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











                                        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

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  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 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

                                                                                                          • Integrating Whatsapp Channel with SalesIQ

                                                                                                            Integrating WhatsApp business with your SalesIQ helps you handle your business' WhatsApp chat conversations on your SalesIQ dashboard. Let your visitors contact you from the convenient channel, and your operators can handle the chat from their ...
                                                                                                          • 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 ...
                                                                                                          • Integrating Salesforce with Zoho SalesIQ

                                                                                                            Overview What is Salesforce? Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service ...
                                                                                                          • Integrating WeChat Channel with Zoho SalesIQ

                                                                                                            Integrating WeChat with Zoho SalesIQ allows your operators to assist WeChat users directly from SalesIQ. When a customer send a message to your business' WeChat official account, your SalesIQ operators can instantly connect and assist the WeChat user ...
                                                                                                            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