Integrating Zoho Campaigns account with SalesIQ

Integrating Zoho Campaigns account with SalesIQ

Overview
You can now integrate Zoho Campaigns with SalesIQ, and trace the actions of the visitor visiting your website via email campaigns. The Marketing campaigns sent via Zoho Campaigns can be tracked, and all the activities of the visitor will be reported in your SalesIQ dashboard. Also, your users can gain knowledge about the email campaigns sent to the particular visitor when they visit your website which makes the sales/support process, even more, easier. You can add chat signatures to your email campaign and get live chat into your SalesIQ dashboard.

How to integrate Zoho Campaigns with your SalesIQ?

To integrate Zoho Campaigns with SalesIQ,
  1. Navigate to Settings > Developers > Integrations > Zoho Campaigns.
  2. Click the Enable button.

  1. If you are an administrator of more than one Zoho Campaign account, a pop-up appears. Select the Campaigns account you want to integrate with, and click Ok.
  2. Once you have integrated successfully, you can view the name of the administrator who integrated the Campaigns with SalesIQ and the Campaigns Org ID in the Connect with Zoho Campaigns Account section.


Note:
  1. You can now enable the Zoho Campaigns integration only using the OAuth (Previously, if you have used ZSC key to integrate the account, then you can continue to use the same.)
  2. You can integrate your account with SalesIQ only if you hold Administrator privilege in Zoho Campaigns.  
  3. The Zoho Campaigns data displayed inside Zoho SalesIQ differ from one account to the other. The data each person contains in their specific campaign account will be displayed on each of their SalesIQ accounts.  
  4. If a person with Campaigns Administrator privilege doesn't contain any data in their Zoho Campaigns account, then other campaign administrator data will be displayed on their SalesIQ account.
  5. If a person with Campaign Manager privilege doesn't contain any data, then no data will be displayed on their SalesIQ account. But, if their account is moved to a higher role (i.e., as Campaign Administrator.) then they can view all the data available in other administrator account.  

How to change to your desired Zoho Campaigns account?

To change the Campaigns account integrated with your SalesIQ portal
  1. Navigate to Settings > Developers > Integrations > Zoho Campaigns.
  2. Click Change.

  1. A pop-up appears. Remember that clicking on Delete will remove all the data synced or transferred during the integration, and you can choose any Zoho Campaigns account you wish to integrate with. 
Note: The data in the Zoho Campaigns account will remain unaffected.

Mapping fields and auto-pushing data from SalesIQ to Zoho Campaigns

In Campaign Configurations, you can choose the fields to push the data automatically from SalesIQ to Zoho Campaigns. By default, the Visitor name & Email fields in SalesIQ and Last Name & Contact Email fields respectively in Zoho Campaigns were mapped.


  1. Other than these fields, you can choose five more fields to be mapped. 
  2. Choose the field you would like to map in SalesIQ from the drop-down under "SalesIQ Fields".

  1. Then, choose the parallel field in Zoho Campaigns from the drop-down under "Campaign Fields".

  1. The data fetched by SalesIQ will be pushed to the selected fields in Zoho Campaigns. You can also disable or remove the added fields using the "Disable" and "Delete" buttons.

How to view Zoho Campaign details in the SalesIQ dashboard

  1. If you wish to show the campaign details to all the Users irrespective of departments, then you can choose "All" option in Campaign details can be viewed by section.
  2. You also have the option to select the departments who can view the Campaign details in the Zoho SalesIQ dashboard. To allow only selected departments to view the campaign details, choose the "Custom" option in the "Campaign details can be viewed by" section.

  1. A search option will appear, click on the search bar.  The departments available will auto-populate in the drop-down, Choose the departments. Now, the users of the chosen department can only view the Campaign Details in Zoho SalesIQ dashboard.
  2. You can delete the chosen departments by clicking on the "Remove" button.

How to enable the newsletter subscription option in the chat window?

  1. Navigate to Settings > Personalize > Brands > Brand name > Flow.
  2. In the Fields section, click on Add Field.

  1. Drag and drop the Newsletter Subscription field.

  1. A dialog box will appear, enter the text you would like to display to your website visitors in the chat window. Then, choose a mailing list from the drop down and click Save.

  1. Now, the visitors who access the chat widget on your website will be able to view the Newsletter subscription option in the pre-chat survey window.

Campaign details displayed in SalesIQ dashboard

You can view the sent campaign particulars of the visitor in three different places:

Campaign status displayed in the proactive chat window

You can view the status (Opened, Unopened, Clicked, Forwarded, Bounced, Unsubscribed) of the last three campaigns sent to the visitor in the proactive chat window.

Campaign Info displayed in the ongoing chat window/chat history

You can view the list of last five campaigns sent to the visitor in the ongoing chat window/chat history under the Sent Campaign info section. 
You can click on the Campaign name to view the entire campaign content.

Campaign info displayed in visitor history

You can view the Last campaign sent to the visitor in the visitor history section. You can click on the Campaign name to see the campaign content.

How to score the website visitors based on the email campaigns?

You can now score the visitors visiting your website from the specific email campaigns sent via Zoho Campaigns. 
  1. Go to Settings > Automate > Lead Scoring  and click Add.
  2. Select a condition from the UTM Values section - Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.

  1. Now select the points you would like to award for the specific action. 
  2. Then, click on the Apply button.
Now when each time the visitor visits your website from the specified email campaign, points will be added/reduced to the visitor's score based on the rule that was set.

How to prioritize the website visitors in the tracking rings based on the email campaigns sent via Zoho Campaigns?

You can prioritize the website visitors on your tracking rings based on their email campaign.
To customize the priority circle,
  1. Click on the value below "Visitors Prioritized By" on the right side the tracking screen and then click on Add.
  2. Select a condition from the UTM Values section.
  3. Define a "criteria" for your conditions.
  4. Click "Apply".


Now, the visitors visiting your website from the email campaign will be prioritized in the specified tracking ring.

How to filter the website visitors in visitor history based on the email campaigns sent via Zoho Campaigns?

You can apply a filter to list the visitor visited your website from a specific email campaign.
  1. In the SalesIQ dashboard, navigate to People > Visitors and click on the Add symbol (+) >
  2. The Create a visitor view window will open.
  3. Now select a Zoho Campaign param in the UTM Values section.

  1. Then, provide a name for your list and click the Save button. Then, the visitors visiting the website via the specified email campaign will be listed in a separate column.


How to set chat triggers to the website visitors from a specific email campaign?

You can set a special trigger to the visitors visiting your website from the email campaigns you have sent.
  1. Navigate to Settings > Automate > Triggers > Add.
  2. Choose the brand for which you want to set the rule.
  3. Choose the audience - select an option from the UTM Values section and set a criteria for the trigger

  1. In the “When would you like to trigger the website visitor?” section, select an option.(on the landing page or while accessing any page on the website).
  2. Choose the type of action you would like to perform in the “What type of trigger you would like to use?” section.
  3. Finally, set the time after which you would like to perform the action in the “after” text box.


Now when the visitor visits your website from the specified email campaign, then the action you have set (open chat window) will be triggered

How to automate the process of adding the leaving website visitors to the email campaign list?

With the "Add to mailing list" option, you can add the visitors directly to the campaign email list when they leave your website.

  1. Navigate to Settings > Automate > Triggers and click Add.
  2. Choose the brand for which you want to set the rule.
  3. Choose the audience.
  4. In the When would you like to trigger the visitor section, Choose Leaves my website.

  1. Choose Add to Campaigns Mailing List option as the trigger type.

  1. Then, you need to select your channel. You can either :
    1. Add visitors to an existing list or
    2. Create new list.
  2. You can select from the existing campaigns drop-down if you want to add visitors to an existing list

  1. If you want to create a new list, you can click the Create new list option to generate a new list, then enter a name for the new mailing list in the text box, and set a periodic interval - weekly or monthly, to update the mailing list. Click Next.

  1. Give your rule a name and click Launch. If the condition and criteria of the visitor match then the visitor will be added to the email campaign list when they leave your website.


How to identify the source of the Zoho campaign?

To identify the source of the Campaign, you need to:
  1. Add the UTM variables while scheduling the email campaign.
  2. Now, when the visitor lands on your website by accessing the email campaign link, Zoho SalesIQ detects details like the Campaign Source, Campaign Name, and Campaign Medium and records it automatically inside the Leads module of your Zoho CRM.
Note:
Campaign Name and Campaign Source are default fields inside the Leads module. Campaign Medium has to be added as a custom field.

How to identify the website visitor's name and email id referred from Zoho campaigns?

To identify the name of the visitor who is landing on your website from the campaigns, you need to add the SalesIQ parameter after the backlinks (which directs the customer to your website) in the campaign emails.

SalesIQ Params to be included after the callback links:
  1. ?siq_name=$[FNAME]$ $[LNAME]$&siq_email=$[EMAIL]$

Example:
  1.  https://www.yourlink.com/?siq_name=$[FNAME]$ $[LNAME]$&siq_email=$[EMAIL]$
Note:
In case the URL contains a question mark (?) as its suffix then you need to include the backlink preceded by an ampersand (&) symbol. If not, then include the backlink preceded by the question mark (?) as shown below. Also, ensure that you have embedded the SalesIQ code into your website source file to start tracking.

Example:
  1. http://www.yourlink.com/ /index.php?module=Products&siq_name=$[FNAME]$ $[LNAME]$&siq_email=$[EMAIL]$ https://www.yourlink.com/?siq_name=$[FNAME]$ $[LNAME]$&siq_email=$[EMAIL]$

How to categorize website visitors based on Campaign UTM variables?

SalesIQ allows the users to modify and set their conditions based on campaign UTM variables for prioritizing the visitors in their dashboard.
  1. In the Tracking window, click on the value below "Visitors Prioritized By" on the right side the tracking screen and then click on Add.
  2. Select a condition from the UTM Values section.
  3. Define a "criteria" for your conditions.
  4. Click "Apply".


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 > Add.
  2. Choose the brand for which you want to set the rule.
  3. Choose the audience - select an option from the UTM Values section and set a criteria for the trigger

  1. In the “When would you like to trigger the website visitor?” section, select an option.(on the landing page or while accessing any page on the website).
  2. Choose the type of action you would like to perform in the “What type of trigger you would like to use?” section.
  3. Finally, set the time after which you would like to perform the action in the “after” text box.


Now when the visitor visits your website from the specified email campaign, then the action you have set (open chat window) will be triggered.

How to route visitors to your operators based on the Campaign UTM variables?

  1. Navigate to Settings > Automate > Visitor Routing.
  2. Click on the "Add" to set your required filters.
  3. Select the required "UTM Value" from the list.

  1. Define a "criteria" for your conditions.
  2. Enter a value for the set condition.

  1. Add the agents name in the “Route to Operators” section by clicking on the names of the preferred operators.
  2. To remove the added agents, hover over the agents and click "x" symbol.

Is it possible to make the chat button clickable in my campaign emails?

Yes, it is 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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