Introduction to Visitor Lists

The Visitor List feature within Qualified works as a database to help you keep track of website visitors and hot leads or prospects.

In this guide we’ll walk you through how to use Visitor Lists including filtering, searching, and creating your own custom lists for easy future use. Your sales reps can use Visitor Lists to view who has been on the site recently, view which meetings have been booked,

Getting Started

To get started with visitor lists you’ll want to navigate your way over to this feature by clicking on the Visitor Lists icon on the left hand side of your screen. Keep in mind that this feature is available for both end users and administrators in your account. Everyone will be able to see the visitor information, but the conversations with those visitors will only be available to those who own the lead within Qualified, or the administrators in the account.


Once here, you’ll want to get familiar with the columns that are available to you by default as well as the ones that you can add based from your Visitor Fields and external sources (such as Salesforce, Pardot, and Clearbit).

You can change these columns by using the cog icon on the right hand side to add or remove columns as needed. As well as change the order of the column to better fit your needs.

Adding and arranging columns.

You'll notice the 'External' column will give you a quick glance into which visitors are Salesforce Leads, Salesforce Contacts, or Pardot Prospects in your external systems.

External Contacts, Leads, & Prospects.


To revert your changes simply click on the "All Visitors" option on the top left hand side to remove changes to your columns and filters. Or to see more details about a particular visitor click on the visitor row to open the playback URL which contains the conversation history and browsing history of the visitor.

Filtering

Filtering allows for you to quickly find the hot prospects and visitors that matter most. You can also do quick inventory of visitors based off certain criteria such as meetings booked, demographics, or which experience they interacted with.

To start filtering your visitor information you’ll want to click on the magnifying glass on the upper left hand corner of the visitors page.

Adding filters to Visitor List.

To revert your changes simply click on the "All Visitors" option on the top left hand side to remove changes to your columns and filters. Or simply remove the filters by selecting the 'Remove filters' option to the right of the applied filters as shown below.

Clearing filters.


Saving Lists

In order to save time you can share the lists that you create as well as save lists across your whole team. 

When you share with your lists, they will appear in the dropdown option next to “All Visitors” for all teammates, including yourself.  A few things to keep in mind:

  • Reps cannot edit your original list once it's shared with them, but they can make changes and save as a copy.
  • Reps cannot share lists to the whole team, but they can save their own lists privately.
  • Reps will not be able to view individual conversations with visitors that they do not own in Qualified.

Deleting Lists

When you delete a list that is shared, you'll want to keep in mind that this deletes the list for everyone on your team. To delete a list select the list from the dropdown on the left hand side to make it active. You'll then select the 'delete' option that appears to the right as shown below.

Delete option.

Exporting Lists

You'll be able to export your visitor lists if those lists are 10k lines or less. To do this, run your filters and check to see the button for exporting on the right hand side of your screen. If the button is not there, your list might be too big and will need to be refined more. When you do see the button, click on it to export your visitor list information into CSV format.

Export to CSV

Summary

Visitor Lists works as a database of your website traffic, helping you and your sales reps to see a full picture of your website traffic and your hottest leads. Your sales reps can use Visitor Lists to view who has been on the site recently, view which meetings have been booked, and check to make sure outbound campaigns are successful.

Next Steps

Continue to learn more about visitor reporting by viewing the guides below:


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