Integrate Campaign Monitor with Zoho SalesIQ

Integrating Campaign Monitor with SalesIQ



What is Campaign Monitor?

Campaign Monitor is an online email marketing application that enables designers to create, send, manage and track branded emails for themselves and their clients with ease. 

Integrating Campaign Monitor with SalesIQ

Privacy concerns:

Using Identifiers might result in some privacy concerns for the visitors.
  1. If your visitor opens the identifiers link to visit your website, their details might appear in the URL and this information maybe exposed to advertisers and might affect your visitors' google search results.
  2. If your visitors' access the links while on a public wifi, their name and email will be exposed.

How to identify website visitors name and email address referred from emails sent from Campaign Monitor

You can identify the website visitors from the Campaign Monitor 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=[firstname] [lastname]&siq_email=[email]
Example:

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

Example:
  1. http://www.yourlink.com/ /index.php?module=Products&siq_name=[firstname] [lastname]&siq_email=[email]
If not, then include the back link 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.
  1. In the Live Visitor's view, click on Customize on the top right. 
  1. Inside this section, choose Add to pick the conditions and criteria to categorize visitors by Campaign UTM variables.
  1. Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.
  1. Define a "criteria" for your conditions and click on Next. Specify conditions and criteria for all four rings.
  1. Next, give a name to this rule and choose this Custom view for your SalesIQ dashboard. Now, the visitors visiting your website from the email campaign will be prioritized in the specified tracking rings.

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 and then click on 'Add' to create a new trigger with required Campaign UTM filters.
  1. Next, if you have multiple brands within your portal, choose the brand for which you want to set up you want to set up your trigger.
  1. Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign NameThen, define a criteria for your trigger and click on Next.
  1. In the “When would you like to initiate the trigger?” section, select an option.(on the landing page or while accessing any page on the website).
  1. Choose the type of action you would like your trigger to perform in the “Custom Trigger” section.
  1. Finally, set the time after which you would like to perform the action in the “after” text box.

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 > Visitor Routing.
  2. Click on the "Add" to set your required filters.
  1. Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign NameThen, define a criteria for your condition.
  1. Add the agents name in the “Route to Operators” section, select "Route to Selected Operators".
  1. Add your preferred operators using the search bar or simply select the operators from the list. Then, click on Next.
  1. To remove the added agents, hover over the agents and click " " symbol.
  1. Give a name to your Routing Rule and then click on "Launch".

Is it possible to add click on chat button in my campaign emails?

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 Email Signature Chat, click here.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Integrating Zoho Bookings with Zoho SalesIQ

                                                                                                    Zoho Bookings in SalesIQ Zoho Bookings is an online tool that your customers can use to book appointments with your experts and specialists to avail your services. When you publish your services on Zoho Bookings, your customers can access this ...
                                                                                                  • Integrating Active Campaign with SalesIQ

                                                                                                    What is ActiveCampaign? ActiveCampaign is a cloud software platform for small-to-mid-sized businesses that offers software for customer experience automation (CXA), which combines the email marketing, marketing automation, sales automation, and CRM ...
                                                                                                  • Integrating Whatsapp Channel with SalesIQ

                                                                                                    Integrating WhatsApp business with your SalesIQ helps you handle your business' WhatsApp chat conversations on your SalesIQ dashboard. Let your visitors contact you from the convenient channel, and your operators can handle the chat from their ...
                                                                                                  • Integrating Campaignmaster with SalesIQ

                                                                                                    What is Campaignmaster? Campaignmaster is an online platform that provides software and services for email marketing, marketing automation, SMS marketing, CRM and web forms and pages. Integrating Campaignmaster with SalesIQ Navigate to Settings > ...
                                                                                                  • Integrating dotMailer with SalesIQ

                                                                                                    What is dotMailer? dotMailer is a flexible email marketing automation platform that helps its users create, automate, test and send emails in minutes. Integrating dotMailer with SalesIQ Navigate to Settings > Developer Space > Integrations > Email ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources