Integrating Whatcounts with SalesIQ

Integrating Whatcounts with SalesIQ


What is Whatcounts?

WhatCounts, Inc. provides marketing services. The Company offers marketing services including software as a service email marketing, client or hosted broadcasting, transactional email services, inbound email services, delivery tools, and video email marketing. 

How to integrate Whatcounts with SalesIQ?

  1. Navigate to Settings > Developer Space > Integrations > Whatcounts.
  2. Inside the Whatcounts dashboard you will find two sections : Identifier Link and Smart Identifier Link.

  1. Identifier links help you find the name and email of the visitor visiting your website by clicking on the link from the campaign.
  2. You need to paste the link you embed in the campaign - the one that directs visitors to your website in the Enter the Website Link field and click Generate. The identifier params will be added to the link. Then, you can copy the link generated and add it to the email.

Smart Identifiers are nothing but a 1x1 pixel tracking image attached to the email campaigns, The identifier params are added to the link. You can copy and use the link to your 'email content' to identify the recipients name and email when they visit your website by clicking on the link in the campaign.



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 SalesIQ parameter mentioned below after the backlinks (which directs the customer to your website) in the campaign emails.
  1. ?siq_name=%$first% %$last%&siq_email=%$email%
Example:

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

Example:
  1. 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:
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 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:
  1. Navigate to Settings > Automate > Triggers to set your required Campaign UTM filters.
  2. Select the required condition from the list, followed by setting up your criteria for your conditions.
  3. Enter a value for the set condition.
  4. 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:
  1. Navigate to Settings > Automate > Triggers to set your required Campaign UTM filters.
  2. Select the required condition from the list, followed by setting up your criteria for your conditions.
  3. Enter a value for the set condition.
  4. Add the agents name in the “Route to Operators” section by clicking on the names of the preferred operators.
  5. To remove the added agents, hover over the agents and click "x" 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.


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