How to identify website visitors name and email address referred from campaign emails sent through whatcounts

You can identify the website visitors from the WhatCounts campaign by adding the below mentioned SalesIQ parameter after the backlinks (which directs the customer to your website) in the campaign emails.

In case if the URL contains the question mark (?) at its suffix then include the backlink preceded by an ampersand (&) symbol

Example:
http://www.yourlink.com/ /index.php?module=Products&siq_name=%$first% %$last%&siq_email=%$email%

If not, then include the backlink preceded by the question mark (?) as shown below.

Example:
https://www.yourlink.com/?siq_name=%$first% %$last%&siq_email=%$email%

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 the 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:

• In the "Settings", select the “Automation” tab, and click on the "Intelligent Triggers" to set your required Campaign UTM filters.
• Select the required "condition" from the list, followed by setting up your "criteria" for your conditions.
• Enter a value for the set condition.
• 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:

• In the "Settings", select the “Automation” tab, and click on the "Visitor Routing" to set your required Campaign UTM filters.
• Select the required "condition" from the list, followed by setting up your "criteria" for your conditions.
• Enter a value for the set condition.
• To add the agents name in the “route to agents” section, click on the "+" symbol and enter the agent name in the textbox.
• To remove the added agents, hover over the agents and click "-" 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.