Aurea

Aurea



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 for their customers – driving both retention and growth.

Integrating Aurea with SalesIQ

How to identify website visitors name and email address referred from campaign emails sent through Aurea (lyris)

You can identify the website visitors from the Lyris 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=%firstname%&siq_email=%emailaddr%
Example:
Note:
In case the URL contains the question mark (?) at its suffix then include the backlink preceded by an ampersand (&) symbol.

Example:
  1. http://www.yourlink.com/ /index.php?module=Products&siq_name=%firstname%&siq_email=%emailaddr%
If not, then include the backlink 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.
In the visitor tracking operator console, click on the "customize". The "Prioritize your visitors" pop-up will then appear for prioritizing the visitors based on the campaign UTM values.



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 to set your required Campaign UTM filters.
  2. Select the required "condition" from the list, followed by setting up your "criteria" for your conditions.
  3. Enter a value for the set condition.
  4. Then, "Select an action" from the list followed by setting up your required time to trigger the action.

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 > Triggers to set your required Campaign UTM filters.
  2. Select the required "condition" from the list, followed by setting up your "criteria" for your conditions.
  3. Enter a value for the set condition.
  4. Add the agents name in the “Route to Operators” section by clicking on the names of the preferred operators.
  5. To remove the added agents, hover over the agents and click "x" symbol.


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

Yes its possible, 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 Signature Chat, click here.


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