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VisitorIntel Automations Set Up Guide

Updated

VisitorIntel Automations give you the ability to set up automated alerts and exports for companies that are visiting your website.

You can set up email notifications to send a list of recently visiting companies, or export visiting companies and and their contacts to your CRM.

Build Your Automation

First, go to Automations > VisitorIntel Automations in the main menu:

Next, click on the New Automation tab, if it's not already selected.  Here you can begin setting up your automation:

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  1. Automation Name - Enter the name of your VisitorIntel Automation. Each automation must have a unique name.

  2. Use a Saved Search or Make Universal

    1. Used a Saved Search - If you select this option you can select a Saved Search to narrow down the companies that will be included in the automation.

      1. Saved Searches must be Team available to use them in your automation.

    2. Make Universal - If you select this option your automation will run for all companies available in your account.

  3. Notification Frequency - Set how often you would like to be notified about new companies available from your automation. You can choose to receive the following daily or hourly:

    1. CRM Exports - We will send a summary of how many companies and/or contacts we have exported to your CRM in the last day or hour.

    2. Email Report - We will send a summary of the companies that have visited your website in the last day or hour.

  4. Export to CRM - Select a CRM to which you can export visiting companies and contacts at that company.

    1. Map Last Visited Date (Required Field) - You must select a field from your CRM for us to export the last visited date for each company we have exported.

    2. Create New Companies - Creates a new company if there is no existing matching company for the exported contact or company. Requires user to have company creation permissions.

    3. Update Existing Companies - Updates firmographic and technographic information for any existing matching company.

  5. Export Buying Center Contacts - Buying Center for VisitorIntel Automations allows you to export contacts along with companies. (See below for more information)

  6. Email Notifications - Weekly or hourly email notifications will be sent to users of your choosing. Email notifications will include the top visiting companies that meet your automations criteria, and a link to view all in SalesIntel.

    • Note: Email notifications can be enabled by an Admin. It does not require a CRM Admin, or Ops Admin.

Export to CRM

When export to CRM is enabled, companies and contacts will export in real time as we get the data for companies visiting your website.  The notification frequency you select will send you a daily or hourly recap of the companies/contacts that were exported.

Export to CRM is available for the following integrations:

  • Dynamics

  • HubSpot CRM

  • Salesforce

  • Zoho

The following criteria are required in order to set up an Export to CRM:

  • There must be a CRM Admin set for the CRM

  • The CRM Admin must be connected to the integration

  • Only CRM Admins and Ops Admins can set up Export to CRM

Export Buying Center Contacts

Buying Center for VisitorIntel Automations allows you to export contacts along with companies.

In your automation if you toggle on Export Buying Center Contacts, you can then set a max number of contacts per company, and can narrow down your exportable Buying Center by Job Level, Department, and Job Title. See below for more detail.

 

1. Export Buying Center Contacts - This toggle will enable Export Buying Center, and give you your options.

2. Update Existing Contacts - If you enable this toggle, we will update the firmographic data on contacts that already exist in your CRM.

3. Max Contacts to Export - Users can set the maximum number of contacts per company they want to export.

NOTE: We will export contacts based on their Job Level, starting with highest Job Level first.

4. Choose Accuracy Tier - This filter allows you to select the accuracy tier for the buying center you wish to export.

5. Add Job Level Filter - This filter allows you to select the Job Level for the buying center you wish to export.

6. Add Department Filter - This filter allows you to select which Departments you want to include in your buying center for export.

7. Add Title Filter - This filter allows you to specify Job Title Keywords to narrow down your buying center for export.

Using Your Report

If you've enabled the email option, you and your teammates will receive a daily or hourly summary of your automation, with a link to view visiting companies in the SalesIntel application. When you click through this report, you will see SalesIntel search results, but you will be in "Report Mode", as shown by the orange banner at the top of the page. Click the link to leave report mode and go back to regular searches.

In this view, your search results are a list of the companies that fulfill your VisitorIntel automation and not a fresh search conducted in real time. If you have applied a saved search to your automation you should know:

  • The filters on the left will NOT match those in your original search, even though the companies returned WILL meet that search criteria. The filter panel will show only the topic(s) in your automation and topic thresholds that you set up for the automation.
  • Any persona (contact) filters in your saved search are not currently applied to these search results. This report only reflects the companies that were identified by your automation. You can further refine the contacts using the Buyer Persona filters on the left panel. When in Report Mode, those filters are applied to the companies and contacts returned by your report.
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