Lesson 3: Campaign Integrations and Form integrations.

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.

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 on the Enable integration
button on the welcome page.

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.

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.

How to enable the newsletter subscription option in the chat window?

● SalesIQ now allows you to configure the "Newsletter Subscription"
option in the pre-chat survey window, which allows your visitors to
 subscribe to your newsletters sent from Zoho Campaigns.
● In Settings ->Web Embed, you can click on the "Configure" link near the
Newsletter Subscription option.
● 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 accesses the chat widget on your website will be able to
view the Newsletter subscription option in the pre-chat survey window.

Where do 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 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 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.

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.

How to prioritize the website visitors in the tracking rings based on the email
campaigns sent via Zoho Campaigns?
You can prioritize the website visitors on your tracking rings based on their
email campaign.

● In tracking rings -> customization, 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 prioritize the
visitor in the tracking rings.
● Click on the Apply button.
Now, the visitor visiting your website from the email campaign will be
prioritized in the specified tracking ring.

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.

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.

● In settings ->Automation ->Intelligent triggers ->Add.

● 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.

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.

● Choose the add to mailing list option in the select an action drop-down.
● The "Add visitors to the campaign mailing list" window will appear,
which has two options:
a. Add to the existing list
 b. Create new list
● Choose the "Add to existing list" option to view the list of campaigns
available. You can select existing campaign 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 on the Save button.
● 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.
● Learn how to convert your website visitors into hot leads with the help
of this automation.
● 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 back links (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

https://www.yourlink.com/?siq_name=$[FNAME]$
$[LNAME]$&siq_email=$[EMAIL]$

N o te : he a
L c o n tains t
R uffix
e th e U at its s
In c a s r k ( ? )
n ma link
questio d e t h e back
then in
lcu ym bol
b y a n '&' s
ed
p re c e d

Example:
http://www.yourlink.com
/index.php?module=Products&siq_name=$[FNAME]$
$[LNAME]$&siq_email=$[EMAIL]$

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

Example:
https://www.yourlink.com/?siq_name=$[FNAME]$
$[LNAME]$&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 agent's 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, 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.