An Experience is what visitors see on your site when Qualified Messenger appears and as they continue to interact with the Qualified app. Experiences allow you to better understand your website visitors and create personalized website journeys to meet their needs.

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Capabilities

• What actions are possible within Experiences? 
• What are Experience blocks, and when do I use them?
• What are Experience triggers, and when do I use them? 

Visibility

• ‍How do I control what certain visitors see? 
• Where should Experiences appear on my site? 

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Routing rules use visitor information like location, company size, and existing relationships to define how website visitors get routed to specific reps and how Qualified functions based on rep availability. Routing rules are triggered within Experiences and play a critical role in ensuring website visitors are connected with the right reps who can have the most meaningful conversations. 

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Routing Criteria

• What determines how a visitor is routed?
• ‍When are visitors routed? 
• ‍Are routing rules evaluated in a certain order? 

Routing to Reps

• ‍How do I route a visitor to the Salesforce owner? 
• ‍How do I route a visitor who clicked through an outbound email to the email sender? ‍
• ‍What is the difference between “First Available” and “Round Robin” Routing? ‍
• ‍What happens if a rep isn’t available? 
• My reps have changed. How do I add or remove reps from routing rules? ‍
• How and when do I branch based on availability? 
• Why was a visitor routed to a certain rep?  

Routing in Experiences

• ‍When should I use “Route for Pounce” in an Experience? ‍
• ‍When should I use “Route for Inbound chat” in an Experience?  ‍

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Segments group your visitors into buckets according to your company’s predefined criteria. Use segments to power Live Streams and routing to enable your reps to easily engage with VIP visitors on your website.

• How can I control which visitors go into segments based on Salesforce criteria?
• How can I use segments to avoid sales reps talking to irrelevant website visitors?
• How can I use segments to ensure visitors are routed to the appropriate rep?
• How do I add new segments to Live Streams?

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• Homepage Tour Guide: Engage unknown visitors on your homepage to instantly qualify them and capture more leads. ‍

• Support Deflection: You don’t need your sales teams speaking with these customers looking for support, but you want to ensure they get what they need. ‍

• Pricing Page Expert: Meet high-intent buyers on your pricing page during that critical point in their buying journey.

• Open Opportunity Fast Lane: Welcome buyers from an open Opportunity to the site and keep deals moving forward.

• 1-2 Punch for Sales: Greet outbound prospects the moment they click through an email and arrive on the site.

• 1-2 Punch for Marketing: Maximize your ad spend by instantly meeting with target buyers right on your website.

• Trifecta for Sales: Focus your outbounding efforts on high-intent accounts then engage prospects on the site in real time.

• Trifecta for Marketing: Target high-intent accounts with ads that drive buyers back to your site for real-time conversations.

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Qualified for Outbound connects Qualified with your sales engagement platform (Outreach or Salesloft). Once connected, sequence activity will flow into Qualified allowing your reps in Qualified to have more personalized conversations with website visitors who arrive on the website as a result of a sequence click-through.

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• How do I track sales engagement clickthroughs in Qualified?
• How can I customize Experiences based on Outbound clickthroughs?
• How do I create segments for visitors that arrive through outbound clickthrough?
• How can visitors book a meeting with the outbound sales rep that reach out?
• How does Qualified for Outbound enhance your outbound strategy?

Qualified for Advertising connects Qualified with your paid ad mediums, like LinkedIn Ads and Google Ads. Once connected, ad activity will flow into Qualified allowing your reps in Qualified to have more personalized conversation with website visitors who arrive on your website as a result of an ad click-through.

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• How can I use Qualified for Advertising to optimize my ABM strategy?
• How can I customize experiences based on ad clickthrough?
• How can I assess the impact of Qualified for advertising and ad click throughs?

Qualified for Signals advanced sends 1st party and 3rd party intent data to Salesforce. The Signals intent data that is already integrated into your Conversational strategy will now be in the hands of your entire sales team in the system that they use day-to-day for their outbound motion.

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• How do I create new Signals Account Lists?
• How can I use signals data to create custom experiences?
• How can I customize engagement and research intent settings to reflect my company's the ideal customer profile?
• How can sales reps use Signals engagement invent and research invent data?

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You want to continuously assess your experiences to ensure you are optimizing the Qualified platform. A/B testing allows you to test two different experiences simultaneously to take the guesswork out of setting up your experiences for your visitors.

• How assess which experiences are performing better?
• How can I see engagement metrics within experiences?

Qualified reports work 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 reports to view who has been on the site recently, view which meetings have been booked, and check to make sure outbound campaigns are successful.

• How do I create custom reports in Qualified?
• What's the difference between filtering by session v filtering by visitor?
• What types of things can I report on in Qualified?

The Qualified Dashboard breaks down your website traffic and displays how those visitors interacted with Qualified during their sessions. Within the Qualified Dashboard, review your sales team's availability, which reps interact with the most visitors, and which reps create the most leads.

• What type of reports can I use to build my dashboard?
• How do I create a customized dashboard?
• What type of data can I include in the rep performance dashboard?