An Overview of Visitor Fields

Visitor fields are, well, pretty much what they sound like. They are the fields in Qualified where you will store everything you wish to track and know about your website visitors. Visitor fields contain information you might gather through chatting/talking to a lead directly, information they might have given you explicitly through a lead form or bot, or other info that might be pulled from an external system, like Salesforce, Pardot or Clearbit. Additionally, there are some "hidden" visitor fields that don't show up in the sales console, but are tracked as part of that visitor. In this guide, we'll cover how to create visitor fields, how to map visitor fields to Salesforce, and how to set hidden field values and map them to Salesforce.

1) Creating Visitor Fields

As an administrator, first time you navigate to the Settings > Visitor Fields screen, you'll notice that there are a few default lead fields for name, email and company, which tend to be defaults for every company. By clicking on the (+) icon, you can add additional lead fields and set their corresponding data type. Data types are useful for pre-populating some data (as in the case of a pick list of values) and they will be used for validation when data is being inserted into the fields (such as a valid email address).

Visitor Fields in Qualified.

2) Mapping Visitor Fields to Salesforce

After you've set up all the Visitor Fields you'll then want to connect to Salesforce. Once you do that you'll then map your Visitor Fields to your Lead Object in Salesforce by going to Settings > Salesforce > Lead Mapping. You'll notice in this page all of your Visitor Fields will now appear and you can begin selecting which Salesforce Lead field they should map into.

You'll also notice in the mappings created below you can add a default, such as the standard Salesforce [not provided] to ensure the Lead syncs into Salesforce, even if not all information about the Lead was given during the chat session.

Mapping Fields.

From here you have a live connection to Salesforce and you can go about selecting the appropriate Salesforce lead field for the mapping. As you complete this process the application will validate that you have created and mapped all of the visitor fields required by Salesforce to create a new lead. The completed form looks like this:

Visitor fields mapped to Salesforce.

3) Mapping Hidden Fields to Salesforce

Finally, it's common to include one or more so-called hidden fields, which contain values mapped into Salesforce upon lead creation. The most common hidden field is Lead Source, which creates a value in Salesforce that marketing teams typically use to for reporting purposes. It helps the team understand where the leads, opportunities, and revenue originated from. We recommend using a value for this field that will be easy to understand in your reporting, such as "Qualified" or "Website Conversation," as shown here:

Hidden Field in Qualified.

4) Display Visitor Fields

You can choose which visitor fields you'd like to display to your sales team, so they can gather as much information as possible about the visitor as soon as they arrive on the site. To do this, you'll want to go into your Visitor Fields if you're not still there already by cruising over to Settings > Visitor Fields.

Once on this page you'll see a list of all Visitor Fields that are collecting and storing the information about your visitors. Use the three dots on the right hand side of each field to select to show the field in the list view or not.

You'll want to keep in mind that if this information is not available (meaning it has not been provided by your visitor, or found in other sources) then the fied will show up blank in the console.

Select to show in the console.

Summary

Visitor Fields are the fields in Qualified where you will store everything you wish to track and know about your website visitors. Visitor fields contain information you might gather through chatting/talking to a website visitor directly, information they might have given you explicitly through a lead form or bot, or other info that might be pulled from an external system, like Salesforce, Pardot or Clearbit.

Next Steps

For more advanced setup, tracking UTM parameters, and mapping UTM parameters to Salesforce, please read

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