Prospect Detection |
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Prospect Detection |
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Prospect Detection
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Prospect Detection |
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Prospect Detection |
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This tab is used to define the ‘Prospect Detection’ settings. Prospect Detection is a way of profiling your visitors.
Prospect detection is a method of assigning a higher importance to some of your web site visitors. It works by watching which pages a visitor views over multiple visits along with other properties relating to the visitor.
Up to 32 types of Prospects can be created for each of your sites. Each Prospect type can have different detection rules.
Prospect Detection allows you to more accurately calculate the return on investment (ROI) from your on-line advertising, because when a prospect is detected, WhosOn will give the credit for the visit to the FIRST REFERRER – not the referrer of the visitor’s current visit.
For example, suppose a visitor uses a web site called ‘hotlinks.com’ to find your site. The visitor has a good look at your site and returns several times over a few days. They then forget your site name and use Google to do a search to find you again and on this visit WhosOn flags the visitor as a new Prospect. It should be ‘hotlinks.com’ NOT Google that gets the credit – and this is what WhosOn does – it’s the FIRST REFERRER that gets credit for prospects not the current visit referrer.
By analyzing referrers by Prospect % you can see which referrers are giving you more prospects. You may get 1000 visitors a month from Google but only 10% prospect detection for first referrer, but ‘hotlinks.com’ may give you a much higher prospect % on fewer visitors.
Click Enable Prospect Detection For This Site to switch on prospect detection.
Click the Add Rule button to add a new Prospect Detection rule:
Enter the Prospect Type Name.
Start Checking After
Specify the number of visits the visitor must make before WhosOn starts checking if they are a prospect. This defaults to 1.
You can then specify the number of pages the visitor must view OR the number of minutes spent viewing AND a list of Specific Pages the visitor must view before WhosOn will flag the visitor as a prospect.
In the View These Specific Pages list enter a list of key pages that you want a visitor to have viewed before they are flagged as a prospect of this type. You can use wildcards for page names (example, sales*.htm) and you can use 'OR' clauses, for example 'sales.htm OR products.htm' - to match either pages for a single line.
Remember the above settings could be over a number of separate visits.
The Must View In The Above Order option allows you to specify that the page list must be viewed in the order listed. If this option is not checked the visitor can view the pages in any order and still get flagged as a prospect.
If the Must View During A Single Visit option is enabled then the specified page list must be viewed during a single visit.
Extended Conditions
Click the Edit Condition button to open the Condition Editor:
The Condition Builder is used to create an If statement.
In the If column you select a visitor property.
In the Is column you select one of the following:
| • | Equal To |
| • | Not Equal To |
| • | Less Than |
| • | Greater Than |
| • | Less Than Or Equal |
| • | Greater Than Or Equal |
| • | Is Blank |
| • | Is Not Blank |
| • | Contains |
| • | Does Not Contain |
| • | Starts With |
In the Value column you enter a value to compare against.
The Add button enables you to add another line that can be an AND or OR condition.
The If condition can make use of the following visitor properties:
%name% |
The visitors name entered on the chat window. |
%company% |
The visitors company if entered on the pre-chat survey or as entered on the visitor contact record. |
%email% |
The visitors email address if entered on the pre-chat survey or on the visitor contact record or captured during previous chats. |
%domain% |
The domain name for the current site. |
%dns% |
The visitors dns name (the reverse dns of their IP address). |
%department% |
The department selected on the chat if pre-selection is in use or the department specified in the chat URL. |
%country% |
The visitors geo-ip country from their IP address. |
%city% |
The visitors geo-ip city from their IP address. |
%organization% |
The visitors geo-ip organization name from their IP address. |
%chatted% |
Will be 'True' if the visitor has chatted already during their current visit, 'False' otherwise. |
%invited% |
Will be 'True' if the visitor has been invited to chat during their current visit 'False' otherwise. |
%dayofweek% |
The current day number 1 being Sunday, 2 Monday etc. |
%date% |
The current date in the Short Date style of the WhosOn computer (eg: mm/dd/yyyy) |
%time% |
The current time in the Short Time style of the WhosOn computer (eg: h:mm) |
%language% |
The language of the visitor from their browser settings. This will be a 2 character language code. |
%currentpage% |
The page on your site that the visitor is currently viewing. |
%os% |
The operating system that the visitor is using. |
%browser% |
The browser that the visitor is using. |
%referrer% |
The visitors referrer (the site that the visitor clicked on to get to your site). |
%firstreferrer% |
The visitors referrer from their first visit to your site. |
%keywords% |
The keywords used when the visitor search for your site. |
%pagesviewed% |
The number of pages the visitor has viewed on your site during their current visit. |
%minsonsite% |
The number of minutes the visitor has been active on your site. |
%visits% |
The total number of visits that the visitor has made to your site (including the current one). |
%notisp% |
Will be 'True' of the visitor geo-ip Organization is not an ISP. This will normally be larger organizations that have their own static IP address registered to themselves. |
You can create complex conditions by making use of these properties.
Examples:
IF %email% Is Not Blank AND %chatted% = True AND %language% = EN
IF %dayofweek% = 1 OR %dayofweek% = 2
IF %time% > 5 AND %country% CONTAINS United States
Action When Detected
This tab defines what actions WhosOn will take when a new Prospect of the selected type is detected. When WhosOn detects a new prospect it increments the first referrer’s prospect count. It also increments the New Prospects total for the day. The visitor is then flagged in the database as a Prospect – and will show as an existing prospect on all future visits. The visitors icon will change in the Current Visitors list and the visit will be added to the Prospects List.
WhosOn can also send you an email or popup message to the WhosOn Clients. WhosOn will also play a sound if a New Prospect sound has been defined in the Program Options.
Auto Invite To Chat
Enable this option if you want WhosOn to send an 'Invite' message to the visitor as soon as they are detected as a prospect. This will appear as a floating message on the visitors browser window. You can enter the message text, or leave the text blank to send the default graphic invite. See: Inviting Visitors To Chat
Send A Popup Message To Clients
Enable this option if you want WhosOn to send a popup message to user user running the WhosOn Client that has access to the site.
Send An Email
Enable this option if you want WhosOn to send an email to the Site email address as soon as the prospect is detected. The email will contain a summary of the visitor and visit.
Send An SMS
Enable this option if you want WhosOn to send an SMS text message as soon as the prospect is detected. See: SMS Settings.
Flag As Customer
Enable this option if you want WhosOn to mark the visitor as a 'Customer'. When WhosOn detects a new customers it increments the first referrer’s customer count. It also increments the New Customers total for the day. The visitor is then flagged in the database as a Customer – and will show as an existing customer on all future visits. The visitors icon will change in the Current Visitors list and the visit will be added to the Customer List. The revenue generated will be recorded against the visit. The total revenue will be recorded against the daily totals.
You can then extract the revenue generated by this customer. In the Extract Revenue From QueryString Field entry, enter the field name that will contain the revenue. You can also pass the revenue to WhosOn via the tracking code javascript on your web pages. See: Tracking Cost & Revenue.