User Guide
Editing an existing canned message
Select the "Canned Messages". In the Messages section, hover over the name of the Canned Message you would like to edit, and then click the icon to the left of the message name, and click on the "Edit" button from the drop-down menu that appears. You ...
Creating a new canned message
Select the "Canned Messages". In the Messages section, click on the "Add" button. Type the desired content of your new canned message in the "Compose Message" box. Choose which department you want to associate the message with or choose All ...
To View the Original Transcript
If you wish to view the Original Transcript, then click on the "Original Transcript" that appears on the top of the screen. Note:To get the Google translation activated make sure you enable it in Portal Settings.
Auto-Detect Language and Translate the Chat
If the language of the visitor is unable to detect, then by enabling the Auto-Detect option the language can be auto-detected and translated. Click on the More Actions ->Translate this Chat Then, choose the "Auto-Detect" option The Confirmation ...
Continue Translation Again
You can continue translation on need even if it is been stopped before. To Continue Translation: In the chat window, click on the “More Actions” below the chat screen. Click on the “Translate This chat”.
Stop Translation During Chat
If you like to continue with the visitor local language during the chat. You can stop the translation at any time during the chat. To stop Translation: In the chat window, click on “More Actions”. Then click on the “Stop Translation”.
How to translate the chat?
You can now support your visitors from different countries with different languages. SalesIQ instantly uses Google translator to translate the visitor messages on receiving the chat. Once the chat is received a notification message stating the ...
Opportunity
SalesIQ intelligently identifies the prospects and assign a percentage value for the deal closing probability. The opportunity calculation is based on the lead score of the visitor. The visitor with the maximum lead score will be given 99.9% and the ...
Visitor Score in CRM
You can view the Score of the website visitor in CRM. The Lead Score earned by each visitor will be pushed from SalesIQ to the Visitor Score field in the Visit – Summary of CRM. The Visitor Score field will be available in the Visit Summary section ...
How does the Lead Scoring recalculate the score?
The score accumulated in the Lead score of the visitor will recalculate based on the interval to reduce the lead score upon the period of inactivity. You can set the recalculating period of the lead score in the Advanced Configuration section of ...
Example of how to set a Lead scoring rule
You would like to add 25 points to the visitor whose last visit time spent on the website is more than 15 min. Now choose the condition as “Last visit duration”, choose the criteria as “is more than” and enter the value as 15 min. Then, choose Add ...
How to Disable or Delete the Lead Scoring Rule?
To disable the rule, click on the Disable (eye) icon that appears below the rule. To delete the rule, click on the Delete (trash) icon that appear below the rule.
How to edit the existing Rule?
A default set of rules will be available in the Lead Scoring section. To edit the following rule, click on the top of the rule. The Create your Scoring Rules window will then appear. Now modify the rule and click on the Apply button to save ...
Setting up a Lead Scoring rule in SalesIQ
In Settings -> Lead scoring, set a rule and allocate points for the defined condition. In the Scoring Rules, you can Add a new rule or click on the existing rule to edit the rule. Now to create a new rule, click on the Add button. Create Your Scoring ...
Lead Score
The score earned by the visitor during their visit to your website is called Lead Score. You can identify the type of visitor based on their Lead score. The higher the lead score in the Visitor history, the higher the probability of closing the deal. ...
Actions
This section provides the entire actions performed by the website visitor and the actions carried out by the user for the visitor. The below details will be listed: Landing Page - Clicking on the link will take you to the page visited by the visitor. ...
Visits
The visits tab lists the details like Landing page, Date and Time Spent by the visitor during each visit to your website. Clicking on the landing page will give you a detailed view during the visit, number of pages accessed by the visitor during ...
Interested pages
The top three pages accessed by the visitor will be graphically represented. The name of the page is displayed in the top of the graph, clicking on the link will take you to the visitor accessed page. The time spent on the page and the pages accessed ...
Visitor Activity
The activity performed by the visitor like Visits, Pages Accessed, Frequency of the visitor, and Source of each visit can be viewed here. You can view the visitor activity for a period of time by choosing a range in the calendar. Click on the ...
Visitor Details
The details captured about the visitor will be displayed, like the visitor’s Name (If the name of the visitor is not captured, then the visitor’s random ID will be displayed), Contact number, City, State, Country, Lead Score, Opportunity, Visitor ...
Visitor Info
The Visitor Info tab consist of the following sections: Visitor Details Visitor Activity Interested pages CRM Info
Viewing Visitor’s Information
The detailed information of a specific visitor can be viewed. The visitor's Name, Visitor Since, Visitor Behavior, Interests, CRM Info, Visits, Actions, etc., will be displayed here. The Visitor Information gives a clear understanding of each visitor ...
Send E-mail from Visitor Information
You have an option to email your visitors from the visitor history tab. By clicking on the Send Mail option, you can mail to the visitors registered mail ID. Once the Send Email button is clicked, the email composing section will appear. Type the ...
How to Create Your Own List Views?
To create your own list, either click on the Create your own list link or click on the Settings -> Create List option. The “Create your Views” window will then appear. Now choose the type of visitor you would like to filter and view in the list. ...
Set Your Own Filters
There are two options available that allows you to set your own filters to list the visitors visiting your website.
Visitors Tab
There are two types of default tabs available in the visitor history they are: All Visitors: This tab lists all the visitors visiting your website. Returning Visitors: This tab separates the repeated visitors from the all visitors and lists in the ...
New User’s Visitor History View
The Visitor history page view when no visitor is tracked on your website. You will see two default tabs available “All Visitors” and “Returning Visitors”. You can also click on the “ Create your own list” link and create your own visitor views.
Smart View
The visitors visiting your website will be listed in the Visitor History section. The following Information of the visitor will be displayed: Name - The Name of the visitor Email - The registered email address of the visitor Flag – The flag of the ...
Visitor History
Wouldn’t it be great to observe the visitor’s visit-specific data such as which type of visitor visit your website, when they visited your site and how they reached your website? Visitor History is designed to help you find out more information about ...
Connect Your Google Chat with Visitor tracking and Live chat
You can now link your Google account with Visitor tracking and Live chat and chat with your visitors through Gmail chat. When you are not available to take up the chat through Visitor tracking and Live chat, you will receive it through Gmail chat if ...
Reporting inside your Visitor tracking & Live chat
Put your data to work for you, and fine-tune your customer support operation to run smoother, faster and more efficiently. With the Visitor tracking & Live chat’s powerful Reporting module, you get the most value out of your live chat customer ...
Advanced Live Chat Configurations
We built Visitor tracking and live chat from the ground-up to be live chat software that empowers your team to work together, engage with your customers and website visitors, drastically improve the speed, efficiency and quality of your customer ...
Signature Chat
Make a way for your customers to chat with you from the Emails you send. Pass on your communication channels of your Mailing address, Contact number to your Email recipient. Get ready to feel the difference with fine tuned Visitor tracking and live ...