Identifying and analyzing visitors on SalesIQ dashboard

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Introduction

Understanding who is visiting your website is the first step toward meaningful engagement. Zoho SalesIQ empowers your sales and support teams with robust visitor tracking and analysis tools to identify, analyze, and prioritize website visitors in real time helping you reach out with personalized, proactive communication that converts.

 

Let’s explore how SalesIQ helps you monitor, manage, and engage visitors using Rings View, List View, Custom Presets, and more.

Step-by-Step Instructions

 

Why Identify Visitors?

 

With visitor tracking in SalesIQ, you can:

  • View the name, geolocation, landing page, and other key visitor details.
  • Monitor real-time activity and engagement patterns.
  • Initiate proactive chats with high-priority visitors.
  • Tailor support and sales efforts based on behavior and history.

Rings View: Visualizing Visitor Priority

 

Rings View is the default visual dashboard in SalesIQ that categorizes visitors into concentric rings based on priority.

 

What You See:

  • Inner rings = Higher priority
  • Tiles showing:
    • Visitor Name or ID
    • Time spent on site
    • Country of origin
    • Custom visitor actions (e.g., clicked chat, triggered campaign)

Cold Visitors (Stars):

  • Visitors who don’t meet any prioritization criteria.
  • Displayed as stars outside the rings.
  • Click to view:
    • Availability (Green, Red, Orange)
    • Landing page, time on site
    • Pages viewed
    • Referrer/source
    • Last visit vs. current visit gap

List View: Organized Visitor Data

 

Prefer a tabular layout? List View displays visitor data in a spreadsheet-style format, grouped and prioritized based on your custom filters or presets.

 

Both Rings View and List View are synced, and you can toggle between them as needed.

Predefined Visitor Actions (Tracked Automatically)

SalesIQ comes with built-in visitor action tracking:

 

Action

Description

Repeated

Frequent visitor

Contacted

Reached by an operator

Responded

Replied to a chat

Potential

Identified as a high-potential lead

Triggered

Set off a trigger rule

Clicked

Clicked the live chat widget

Chat

Had a chat session

New Visitor

Marked with ‘*’

 

Customize Tracking Views for Better Prioritization

 

Operators can filter and prioritize visitors using custom conditions. These views are user-specific and don’t affect other operators.

 

How to Access:

  1. Go to the Visitors Online tab
  2. Click on the Customize button (top-right corner)

Customization Options Include:

  • Time on site
  • Number of visits
  • Chat history
  • CRM data (if integrated)
  • Source, location, browser, OS
  • Campaign UTM parameters
  • Custom actions

You can group visitors in 4 rings with custom logic using AND/OR conditions.

 

Cold Visitors in Detail

 

Cold Visitors are:

  • Not meeting any custom or default prioritization rules.
  • Displayed as stars in Rings View.
  • Still valuable—can be monitored and engaged proactively.

Using Presets to Streamline Tracking

 

SalesIQ offers predefined presets to get started quickly:

 

Preset Type

Description

By Action

Based on visitor behavior (clicked, accessed, etc.)

By CRM Values

CRM segmentation (lead, contact, etc.) — CRM integration required

By Last Activity Time

Prioritize based on recent interactions

By Past Chats

Segment based on chat history

By Time Spent

How long they stayed on your site

By Visits

Number of times they’ve visited

CRM filters are available only if CRM is integrated with SalesIQ.

 

Creating a Custom Preset

  1. Click Customize > Add under Custom.
  2. Name your preset.
  3. Define conditions for each ring using available filters.
  4. Use AND/OR to combine multiple filters.
  5. Save your custom view.

Operators can create up to 5 custom presets.

 

Available Filtering Conditions

 

SalesIQ offers a wide array of filtering criteria:

Category

Examples

Technical

Browser, OS, Device

Geographic

Country, Region, State, City

Behavioral

Time on site, Pages viewed, Chat history

Marketing

UTM Campaign Source, Medium, Term

CRM Data

Contact, Lead, Account, Potential (with CRM integration)

Custom Events

Triggered actions, custom scripts

Availability

Online status, visitor type (new/returning)

 

Association Rules for Filtering

 

You can use rules like:

  • is equal to
  • is greater than / lesser than
  • contains / begins with / ends with
  • between

Rules vary based on the field selected.

 

Managing Presets

  • To edit: Open the preset > click Edit
  • To rename: Edit the preset name field
  • To delete: Click the trash icon
  • To disable: Toggle the Enable/Disable switch

Hiding Visitors Engaged by Other Operators

 

To reduce clutter and focus only on unassigned or personally handled visitors:

  • Toggle Hide visitors connected to other operators

This ensures your dashboard remains clean and actionable.

 

Plan Downgrade & Integration Warnings

 

You may encounter:

  • Plan downgrade: Using features tied to an expired CRM/Campaigns plan.
  • Integration disabled: Trying to filter by CRM/Campaign data when integration is inactive.

If you’re a supervisor/associate, you’ll be prompted to contact your admin. Otherwise, you’ll get links to upgrade or re-enable integrations.

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