Live Streams within Qualified provide your sales reps visibility into VIP website visitors who are on the website in real time allowing for them to proactively engage with the prospects that mean the most to your business.
In this guide we’ll walk you through how to configure the Qualified Live Stream for your reps using custom Visitor Segmentation, Onsite Routing Rules, and Experiences.
We recommend a prerequisite before getting started with configuring live streams:
After getting familiar with this features, you’re ready to begin configuring your Live Streams for your team.
Live Streams will be shown to your reps when they log in to Qualified and will be populated as visitors come to your website that are part of your live stream criteria and who are routed to your reps. For example you might have Live Streams bucket your visitors into groups for:
Live Stream criteria can be made up of both Visitor Segments and Visitor Experiences. We’ll walk you through both below.
A Live stream can be made up of previously created Segments or Experiences.
Once you’ve selected to create a Live Stream you’ll want to select which Segments or Experiences should populate that stream.
For example: A High Intent Live Stream might be made up of visitors in your Known Visitor Segment or who are receiving your Pricing Page Experience. Any website visitor who falls into these buckets will be added to the Live Stream for your reps to proactively engage with.
As visitors fall into those segments and experiences, they’ll be added to this Stream for your sales reps to help them easily identify who is a high-intent visitor and should be engaged with proactively.
Finish creating your Live Streams:
You’ll notice as you select segments for your Live Stream you cannot place a segment in multiple streams and will see the error below preventing this from happening.
After you’ve configured your Live Streams they’ll automatically be live for your sales team once saved.
Your sales reps will only see a stream when visitors have landed on your site which fit the segment or experience criteria you’ve selected and those visitors have been routed to them. As an Administrator in Qualified you’ll be able to see all visitors and all live streams in Qualified.
Within each live stream your sales reps will see an overview of each visitor in that stream including:
As visitors engage with Qualified your reps will see a preview of what they have selected or who is speaking with them so that they don’t proactively engage with someone already speaking with a rep or who is currently in an experience flow.
Once your reps are ready to engage they can click on the visitor card to see a live view of how the visitor is engaging the site and begin to start a conversation. We call a visitor’s behavior on the website their digital body language.
If you no longer need a stream to appear in Qualified for your sales reps you can delete it at any time.
Visitor Live Streams empower your team to quickly and easily know who is on your website and who they should be proactively engaging with. Use both Segments and Experiences to populate your Live Streams. Use colors and ordering to ensure your team knows who is most worth their time.