I am not receiving notifications in my CRM account about users’ visits to my website. What could the reasons be?
If you are not receiving notifications for visits, the primary reason could be that those visits do not meet the Tracking Rules set by the administrator. In this case,
- Click Setup > Channels > Chat
- Click Settings > Triggers
- Under the Rules section in the specify criteria to filter out the types of visits you want to receive notifications for.
Apart from this, these could be some other reasons why you do not receive notifications about visits.
- You are using a free Zoho SalesIQ account. In this case, upgrade to a paid edition (Standard, Professional, Enterprise and above) and then integrate it with Zoho CRM.
- If you are a user in Zoho CRM but not Zoho SalesIQ, you will not receive notifications about visits.
- On the Zoho SalesIQ Integration page, under the CRM Configuration section, make sure the Visitor Notifications checkbox is selected.
Visitor Notification can also be enabled in Zoho CRM.
Click Settings > Zoho SalesIQ Configuration and switch Visitor Notifications ON. - In the Visitor Tracking page, make sure the status for the desired Web Embed is enabled.
- In the Web Embed page of the Zoho SalesIQ settings, click Change the appearance. In the page that follows, make sure that Tracking is ON.
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