Qualified Segments group your visitors into buckets according to your company’s pre-defined criteria. Use Segments to power Live Streams as well as Routing and enable your reps to easily engage with VIP visitors on your website.
In this guide, we’ll walk through which Segments you should create, how to create them within Qualified, and how to put Segments into action for your sales reps.
Segments ensure your most valuable visitors are displayed front and center. Before getting started, decide which segments of website visitors are important to you and your team and consider the amount of traffic you receive to your website.
A few important segments to think about are:
You might also want to segment visitors who your sales reps should disregard:
Next, consider your website traffic. If you receive a lot of traffic to your site, you might wish to segment your visitors even further to cut out the noise for your sales team. Don’t get a lot of traffic? Keep your segments to a minimum and give your sales reps more visibility.
At this step, you can create the Segment based off visitor data that’s revealed when they arrive on the site, or as they interact with your Qualified Experiences such as:
Now that you’ve created your segments, you can leverage them for Routing Rules and Live Stream.
Add your Segments to your Live Streams so that your sales reps can easily identify the visitors that mean the most to your business.
Once you're finished you'll see the Live Stream appear with your Visitor Segment listed as shown below.
Segments can also be used within your routing rules to quickly get visitors to the right sales reps. Just like Blocks in the Experience Builder can be used to streamline steps across Experiences, you can think of Segments as blocks for your visitor groups!
The example below shows Western State Open Opportunity Routing Rules. Notice the first filter is looking for visitors within the western states and the next filter targets visitors within the Open Opportunity segment created earlier.
Visitor Segments allow for you to quickly bucket the visitors on your website that mean the most to your business as well as cut down the noise of those visitors you might not wish to sell to. By using Segments with Qualified Live Streams you enable your sales team to proactively engage on your most high-intent buyers on the website quickly and in real time. Use Segments in your routing rules to get your visitors into the hands of your sales reps that are in their region or who know the most about the prospect for better more meaningful conversations.