When working with clients on their business software needs and problems, one of the things that’s mentioned a lot is that they want to track people who visit their website and record it in their CRM. A lot of their websites usually have a WordPress back-end so I’ll be showing you how to add Zoho SalesIQ to WordPress.
What is WordPress and Zoho SalesIQ?
WordPress is the most common content management system (CMS) used to run company websites. It is so popular that it is estimated that 30% of all websites are run on WordPress.
Zoho SalesIQ is a visitor tracking and live chat application for your website. It allows you to track an individual’s actions on your website in real-time and link it to a CRM Contact or Lead record if they filled in a Zoho integrated form. You also have the ability to also engage with them whilst they are on your website via a chat box popup.
It has quite a few features including canned responses based on what someone asks if you do not have any staff member available to join the other end of the chat yet and many more features.
SalesIQ then becomes pretty powerful as it integrates with the rest of the Zoho suite. If you are using WordPress to run your website, don’t miss the opportunity to connect it to your Zoho SalesIQ. Click the link below to get a Zoho SalesIQ account, they even have a fully usable free version.
zoho.com/salesiq
Once you have created an account in Zoho SalesIQ, you will need to add a new website to it.
Go to the settings and select the Websites tab. Then select Create New.
Add a new website by adding the website’s address into this box. Once you have done this you then need to obtain the code.
Generating the SalesIQ website code
Once you click on the website you have added to SalesIQ, you will get a screen with options of what features you would like to obtain. The boxes Visitor Tracking and Live Chat Widget relate to your website. If you do not want live chat on your website but you do want the visitor tracking, you can click here to disable it.
Once you have chosen the features you wish to use on your website, then select either of the first 2 boxes to get to the code you need to add to your WordPress website.
Installing the code to your website:
There are two ways to do this, the plugin method and the direct method
Plugin Method
If your WordPress site is not too heavily re-engineered or you have the ability to add plugins to your website, then you can use this easier method.
On WordPress, go to the Plugins page on the WordPress dashboard. Then search for “Zoho SalesIQ”. Once you have found the plugin, install it. You can also check whether the plugin is going to be compatible with your version of WordPress. Follow the installation instructions for plugins for your WordPress.
Once the plugin is installed, find SalesIQ option on the left. It will then ask for the Sales IQ code that you have generated earlier.
Direct Method
If you do not want to or cannot use the SalesIQ plugin method, you can add the code directly onto your WordPress website. We suggest using a Header and Footer inserting plugin on your website to make it easier.
Download the header and footer plugin so that you can add the SalesIQ code to the Header of each site.
Go to Settings, then Header and Footer, it could be called something else depending on the plugin you used. Add the SalesIQ code that you generated earlier to the Header for each page. Then press save.
Once this is done, SalesIQ will tell you if it was successfully linked to your website and then you can start using it for tracking web visitors and chatting to them in real-time.
It’s as easy as that. Let me know if you have any questions in the comments below.
