Integrate Optimizely with Zoho SalesIQ

Live Chat integration with Optimizely

Integrate Zoho SalesIQ with Optimizely and track your live chat events. Increase visitor engagement and conversions with Zoho SalesIQ today. Track your live chat engagement, clicks and conversions, that matters to you and your business.
Once you have pasted the Zoho SalesIQ script into your webpages, the script will automatically detect the Optimizely code available in your website. If everything is in place, Zoho SalesIQ will start reporting events to your Optimizely automatically. All you have do is enable Optimizely in the embed settings.

Setting up Zoho SalesIQ with Optimizely

Once you have pasted the Zoho SalesIQ code into your website follow the below instruction to enable the integration and to push your live chat events data to your Optimizely dashboard.

  • Login to your Zoho SalesIQ.
  • Navigate to Settings > Integration > Analytics and select Optimizely.


  • In the Connect with Optimizely page, click Enable button. 

  • Under Optimizely configuration, the Active and Inactive Brands will be listed. You can toggle the button to enable Optimizely for preferred Brands.

What are the events tracked in Optimizely?

Events
Description
Button Clicked
Number of clicks on the Zoho SalesIQ chat button.
Chat Closed
Number of clicks on the Close (X) icon in the chat window.
Chat Minimized
Number of clicks to minimize the Zoho SalesIQ chat window.
Bubble Closed
Number of clicks on the Close(X) icon on the chat bubble.
Chat Connected
Number of chat sessions with the visitors.
Chat Ended
Number of chats ended by the visitors.
File Transferred
Number of file transfers made by the visitors.
Chat Printed
Number of chat transcripts printed by the visitors.
Chat Mail Sent
Number of chat transcripts emailed by the visitor.
Rating submitted
Number of ratings submitted by visitors.
Feedback submitted
Number of feedback messages submitted by visitors.
Chat Triggered
Number of auto and proactive chat initiated to the visitors.
Chat Initiated
Number of visitor initiated chats.
Offline Message Submitted
Number of offline messages submitted by the visitors.
Chat Missed
Number of chats missed by the SalesIQ users.
Chat Ended by visitor
Number of chats ended by the visitors.

How to track events in Optimizely Experiments?

  • To record the Zoho SalesIQ events into Optimizely experiments you have create separate goals.
  • Click on the goals and click on “Create New Goals”.
  • Select “Custom events “ from the list.
  • Provide a goal name and the event name from the list provided above.
  • Click “Save”.
  • You have to create separate goals for all the events from Zoho SalesIQ to experiment it in Optimizely.

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