Integrate Vertical Response with Zoho SalesIQ

Integrating Vertical Response with SalesIQ



What is Vertical Response?

VerticalResponse gives you tools to easily build email marketing campaigns, including custom lead capture forms and landing pages. 

How to integrate Vertical Response with SalesIQ?

  1. Navigate to Settings > Developer Space > Integrations > Email Marketing > Vertical Response.
  1. Inside the Mad Mimi dashboard you will find two sections: Identifier Link and Smart Identifier Link.

As you click on these, both sections have disclaimers on privacy concerns displayed.  Check the checkbox accepting that you have understood the privacy concerns and then click on Proceed. The same can also be viewed within both sections by clicking on View at the top.
 

Privacy concerns

Using Identifiers might result in some privacy concerns for the visitors.
  1. If your visitor opens the identifiers link to visit your website, their details might appear in the URL and this information maybe exposed to advertisers and might affect your visitors' google search results.
  2. If your visitors' access the links while on a public wifi, their name and email will be exposed.
  1. Identifier links help you find the name and email of the visitor visiting your website by clicking on the link from the campaign. 
  2. 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 click Generate. The identifier params will be added to the link. 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 campaign emails sent through Vertical Response

You can identify the website visitors from the Vertical Response campaign by adding the SalesIQ parameter mentioned below after the backlinks (which directs the customer to your website) in the campaign emails.
  1. ?siq_name={FIRST_NAME} {LAST_NAME}&siq_email={EMAIL_ADDRESS}
Example
  1. https://www.yourlink.com/?siq_name={FIRST_NAME} {LAST_NAME}&siq_email={EMAIL_ADDRESS}

Note:
In case the URL contains a 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={FIRST_NAME} {LAST_NAME}&siq_email={EMAIL_ADDRESS}
If not, then include the back link preceded by the question mark (?) as shown below.

Example:
  1. https://www.yourlink.com/?siq_name={FIRST_NAME} {LAST_NAME}&siq_email={EMAIL_ADDRESS}
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 " " 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.

    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









                                            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 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 ...
                                                                                                              • 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 ...
                                                                                                              • 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 Aurea with SalesIQ

                                                                                                                What is Aurea? Aurea is the technology behind some of the world's greatest customer experiences, for the largest and most successful brands. Aurea's platform, engagement and vertical solutions help companies create exceptional, end-to-end experiences ...
                                                                                                              • 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 ...
                                                                                                                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