Setting Up Voice Alerts

Voice alerts can be a great way to notify your sales team quickly (and with detail) about any qualified visitor on your site. Voice alerts allow for you to announce (via a web browser) details about the visitors on your site, so that your sales team can get this information while working outside of Qualified. When they hear an announcement about a high value visitor on the site or looking at certain golden pages on your site, they can quickly jump into Qualified and engage.

In this guide we'll teach you how and when to set up voice alerts within your experiences.

Getting Started

To get started, you'll want to learn the basics of how to set up an alert in your experience. There are two different ways that you can set up alerts within your experience:

  1. Create a step specifically to alert your team regarding certain visitors or
  2. Set a sound alert when a visitor is qualified and routed to your team.

Creating an Alert Step

You can send a sound alert at any point in the experience by creating a specific step and selecting the option ‘Sound Alert’ as shown below. We typically recommend alerting your team right away if your experience is for ABM accounts, Open Opportunities, or other high value visitors coming in.

Send Alert Step.

Before setting up this step you might want to consider the certain criteria in which you’d like for the alert to play and who you’d like to get the alert.

For example, if you use Clearbit Reveal you’ll be able to tell immediately when a visitor comes onto your site if that visitor belongs to a company with a certain employee size. Setting up a rule earlier on in the experience to capture this information and then playing the alert sound to your sales team might help them quickly be alerted to high value visitors on the site.

To do this:

  1. Create a branch step that looks at your Visitor Field for employee size
  2. Set your rule to alert based off the employee size (for example: greater than 500)
  3. Create the next step and select to send an alert


Branching rules before sending an alert.

By setting up a specific step for the sound alert you can also add a few other customizations to your alert such as: only sending the alert to a certain group of your reps or only one particular rep. For example, if you have a sales team that takes care of your high value customers you might just want to send the alert to them specifically as shown below rather than your whole sales team.

Sending the alert to all team members.

Using Variable Tags in Voice Alerts

If you're interested in using our voice alert you'll also want to be aware of using variable tags to customize the alerts your team receives. Using our variable tags you can add in certain information about the visitors on your site like their name, location, employee size or other qualifying information. If you have a Clearbit Reveal account this information can come directly from Clearbit Reveal as soon as the visitor steps on the site, or if they are a known user and someone who has visited before, we'll remember them and pull this information about them.

For example, let's say you want to be alerted every time someone visits your pricing page. Even more detailed than that, you'd like to alert your sales team of the company that the visitor works for. You have a Clearbit Reveal account, so you're already mapping this information into your Visitor Fields and can therefore use our variable tags. You'll want to note you can use variable tags any time that the information is know about the visitor via Salesforce, Pardot, or if they are a known user that has already visited your site and you've collected this information about them.

To get started, edit the experience that you'd like to add your voice alert to and go into the sound alert settings. From here, make sure you have the voice option selected and begin placing in the text of the message that you'd like it to read. Remember to add fallbacks by using a pipe to separate your fallback term from your variable tag (as shown in the example below). To get a full list of variable tags that are available, check out our variable tag library.

Voice Alert Examples

Here are a few examples of using our voice alerts to tell your team a target account visitor is on the website:

Alerting the SDR owner

Urgent urgent - A Diamond Account is on the website: It's a visitor from {{visitor.fields.company}} owned by SDR {{visitor.fields.account_sdr}}

Alerting the Team of an ABM Account

Urgent! Urgent!.  {{visitor.full_name}} | "A visitor"}} from {{visitor.fields.company | "an ABM account"}} is on the website.

Alerting your Sales Team to an Open Opportunity

Sales Team! An open opportunity is on the site.  It's {{visitor.full_name}} from {{visitor.fields.company}}.


Summary

In summary, voice alerts can be a powerful tool to help get the attention of your sales team to high value visitors on your website. Pulling in information from Salesforce, Clearbit, and other data sources can give even more insight into who those visitors are without your team needing to check in Qualified first.

Next Steps

Request a live demo

See Qualified in action on your website. Request a live demo and one of our reps will contact you immediately, or talk to us right now.

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