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.
Configuration
How to integrate Zoho Campaigns with your SalesIQ?
To integrate Zoho campaigns with SalesIQ, go to SalesIQ -> Settings -> Integrations. Navigate to Zoho Campaigns, and click Enable Campaign Integration button in the welcome page.
Change Campaign Account
How to change system generated pairings to your desired Zoho Campaigns account?
To change the Campaigns account integrated with your SalesIQ portal
- Navigate to Settings > Integrations > Zoho Campaigns.
- Click Delete.
- 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. Do note that the data in the Zoho Campaigns account will remain unaffected.
Push Data SalesIQ-Campaign
How to map fields and push data automatically 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.
- Other than these fields, you can choose four more fields to be mapped. Click on "Add More" to map other fields.
- Choose the field you would like to map in SalesIQ from the drop-down under "SalesIQ Fields".
- Then, choose the parallel field in Zoho Campaigns from the drop-down under "Campaign Fields".
- 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.
Campaign Details in SalesIQ
Who can view the Zoho Campaign details in the SalesIQ dashboard?
- 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.
- 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.
- 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.
- You can delete the chosen departments by clicking on the "Remove" button.
Enable Newsletter
How to enable the newsletter subscription option in the chat window?
- Navigate to Settings > Websites > Website-name > Live Chat Window > Fields.
- Hover over the option Newsletter Subscription.
- Click Enable.
- 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.
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
Where are the sent 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 in 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 in Visitor History
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.
Score Website Visitors
How to score the website visitors based on the email campaigns sent via Zoho Campaigns?
You can now score the visitors visiting your website from the specific email campaigns sent via Zoho Campaigns.
- Go to Settings -> Lead Scoring -> Add in Zoho SalesIQ.
- Select Zoho campaigns in the condition drop-down.
- The emails campaigns sent from your Zoho Campaigns will be listed in the next drop-down. Choose an email campaign.
- Then choose an action based on which you would like to score the visitor.
- Now select the points you would like to award for the specific action.
- Then, click on the Apply button.
Now when each time, the visitor visit your website from the specified email campaign then the points you have chosen will be added/reduced to the visitor's score
Prioritize Website Visitors
You can prioritize the website visitors on your tracking rings based on their email campaign.
- Navigate to Visitor Tracking > Customize, select Zoho Campaigns in the condition drop-down.
- All the campaigns sent via integrated Zoho Campaigns account will be listed in the next drop-down. Choose an email campaign.
- Then choose an action based on which you would like to prioritize the visitor in the tracking rings.
- Click Apply.
Now, the visitor visiting your website from the email campaign will be prioritized in the specified tracking ring.
Filter Website Visitors
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.
- Go to Visitor History > Add symbol (+) > Create your views.
- Now select Zoho Campaigns in the conditions drop down.
- The emails campaigns sent from your Zoho Campaigns will be listed in the next drop-down. Choose an email campaign.
- Then, select an action based on which you would like to get the visitor list.
- Then, provide a name for your list and click on the Apply button.
- The visitors visiting the website via the specified email campaign will be listed in a separate column.
Set chat triggers
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.
- Naviagte to Settings > Automation > Intelligent Triggers > Add.
- Specify a name for your trigger rule.
- Choose a website on which the trigger rule should be activated.
- Choose when would you like to execute this trigger to the visitor in "When the visitor" section.
- Now select Zoho Campaigns condition in And if section.
- The emails campaigns sent from your Zoho Campaigns will be listed in the next drop-down. Choose an email campaign.
- Then choose an action based on which you would like to trigger the website visitor.
- Select the type of trigger action you would like to perform to the website visitor in the drop-down.
Now when the visitor visits your website from the specified email campaign, then the action you have set (open chat window) will be triggered
Leave Website-Mailing List
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.
- Navigate to Settings > Automation > Intelligent Triggers.
- Click Add.
- Specify a name for the trigger rule
- Choose a website on which you would like to activate the trigger rule.
- Choose Leaves my website option as the instance at which visitors are to be triggered.
- Choose the criteria based on which the trigger is to be set off.
- Choose Add to mailing list option as the trigger type.
- Add visitors to the campaign mailing list window will appear, which has two options:
- Add to existing list.
- Create new list.
Choose the Add to existing list option to view the list of campaigns available. You can select existing campaigns from the In which existing campaign you would like to add the visitors drop-down.
- Choose the Create new list option to generate a new list, then enter a name for the new mailing list in the text box. And, if you wish to accumulate and update the visitors at a periodic interval, choose between weekly and monthly.
- Click Save.
- 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.
Identify Info from Campaign
How to identify website visitor's name and email id referred from Zoho campaign?
You can identify the website visitors from the campaigns by adding the below-mentioned 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:
- ?siq_name=$[FNAME]$ $[LNAME]$&siq_email=$[EMAIL]$
Example:
In case if the URL contains the question mark (?) at its suffix then include the backlink preceded by an ampersand (&) symbol.
Example:
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.
Categorize Website Visitors
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.
Initiate Chat Triggers
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:
- Navigate to Settings > Automation > Intelligent Triggers.
- Click Add.
- Specify a name for the rule.
- Choose a website in which you would like to activate the trigger rule.
- Choose the instance at which the trigger rule is to be set off.
- Choose a Campaign UTM variable from the choose a condition and criteria drop-box.
- 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.
Visitor Routing
How to route visitors to your operators based on the Campaign UTM variables?
- Navigate to Settings > Automation > Visitor Routing.
- Click Add.
- Specify a name for the rule.
- Choose a website on which the rule is to be activated.
- Choose a Campaign UTM variable from the condition drop-box.
- Enter a value for the set condition.
- Choose on what basis you would like to route visitors to your operators.
- Click the "+" symbol to choose the operators to whom you would like to route.
- To remove the added operators, hover over the agents and click the "-" symbol.
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.