Qualified powers you to engage with anonymous and known visitors on your site. You may know that some visitors are prospects with open opportunities in Salesforce.
In this article, you’ll learn how to create an experience to identify visitors on your website with open opportunities and roll out the red carpet for them. Use this experience across your website for all contacts associated with an open opportunity.
Set up Your Target Account Lists
Our Target Accounts feature allows you to create lists based on your high-value accounts or opportunities and later on trigger specific experiences or alerts for the visitors that belong to these accounts and opportunities as soon as they hit your site.
Be sure to read our detailed article on setting up your target account lists before moving on to the next step. You’ll want to specifically create a target account list for your open opportunities within Salesforce as shown below.
Set up the Experience Trigger
Next, create a new experience and set up your trigger to tell Qualified who should be seeing this experience.
To get started, you’ll want to open up a new experience in Qualified and set the first rule to show the experience only to your newly created target account as shown below.
Alert Your Team
Now that you’ve set up your trigger to only show this experience for your open opportunities, alert your team as quickly as possible to these visitors being on your site. We recommend setting up two specific alerts:
- Voice alert
- Slack alert
Personalize the Experience for the Visitor
Finally, you’ll want to roll out the red carpet for your target accounts by personalizing the experience they receive on your website.
Among other things, you can do this by:
- Welcoming the visitor by using their first name (if you know it)
- Calling out their company name and asking how you can help them specifically
Code you’ll use within your experience:
**Welcome {{visitor.fields.company}} 👋**
Code you’ll use within your experience:
**Welcome back {{visitor.first_name}}** 👋Route the Visitor
Remember, routing is key. Route the conversation to the opportunity owner so they have contextual, productive sales conversations. To do this, you'll want to first make sure your default routing rule is set up correctly in your Qualified account.
The default routing rule will first check to see if a website visitor is already a lead or contact in Salesforce. Qualified will determine this based upon reading the visitor cookie or gathering an email address via a form or a chatbot. If the system determines that there is already a lead or contact record in Salesforce, we'll look in Salesforce to see who the owner of that record is.
If we find that the owner of the record in Salesforce is a user in Qualified via their personal Qualified <> Salesforce connection, we'll automatically try to route the conversation to that rep. If they are not online, however, it will fall back to the selection beneath that, which is first available or round-robin based routing,
You can turn this rule on or off depending on your needs as well as remove the option to book a meeting with the Salesforce owner. If this rule is turned off, we'll no longer look for the Salesforce owner and will ask that you configure how the routing should proceed.
You can see more about setting up routing in detail on our default routing rule article.
Summary
In this article, you learned how to create an experience specifically for your open opportunities as well as learned how to alert your sales team of these high-value people. Use this experience across your website for all contacts associated with an open opportunity to quickly engage and roll out the red carpet for them.
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