Live Streams within Qualified provide your sales reps visibility into VIP website visitors who are on the website in real time allowing for them to proactively engage with the prospects that mean the most to your business.
In this article, we’ll walk you through how to configure the Qualified Live Stream for your reps using custom visitor segmentation, onsite routing rules, and experiences.
Getting Started
We recommend a prerequisite before getting started with configuring live streams:
After getting familiar with visitor segments, you’re ready to begin configuring Live Streams for your team.
Please note that only administrators in Qualified can create Live Streams. Your Live Streams will be shown to all reps using Qualified and will display only the visitors specifically routed to them.
Live Streams will be shown to your reps when they log in to Qualified and will be populated as visitors come to your website that are part of your live stream criteria and who are routed to your reps. For example, you might have Live Streams bucket your visitors into groups for:
- High Intent Visitors
- Target Accounts
- Known Customers
- Known Leads
Live Stream criteria can be made up of both visitor segments and visitor experiences.
Create a Live Stream
A Live Stream can be made up of previously created segments or experiences.
- Navigate to Settings > Live Stream.
- Select to create a new Live Stream on the upper right-hand corner as shown below:
When you create a Live Stream, select which segments or experiences will populate that stream.
For example, a "High Intent" Live Stream might be made up of visitors in your known visitor segment or who are receiving your pricing page experience. Any website visitor who falls into these buckets will be added to the Live Stream for your reps to proactively engage with.
In addition to selecting segments or experiences to fall into specific Live Streams, determine if Auto Pounce should be turned Off or On. If Auto Pounce is not enabled in your org, please reach out to your Qualified Success Architect.
As visitors fall into those segments and experiences, they’ll be added to this Live Stream for your sales reps to help them easily identify who is a high-intent visitor and should be engaged with proactively.
To finish creating your Live Streams:
- Select a color to represent this particular Live Stream.
- Label each Live Stream so your sales reps will know who those visitors are.
- Order your Live Streams from highest priority to lowest going left from right on your screen - this will be the order your sales reps also view them.
- Select the Segments and Experiences that will make up the visitors in your Live Stream.
- Save your stream in the upper right-hand corner of your screen.
You’ll notice as you select segments for your Live Stream that you cannot place a segment in multiple streams. If you do, you'll see an error describing the issue:
After Configuring Live Streams
After you’ve configured and saved your Live Streams, they’ll automatically be live.
Your sales reps will only see a Live Stream when visitors who meet your segment or experience criteria arrive on your site and those visitors are routed to the sales rep.
As an Admin in Qualified, you’ll be able to see all visitors and all Live Streams in Qualified.
Within each Live Stream, your sales reps will see an overview of each visitor in that stream including:
- Website activity and bot engagement
- Firmographic, ABM, and marketing automation data
- Salesforce data
- Routing status
As visitors engage with Qualified, your reps will see a preview of what they have selected or who is speaking with them so that they don’t proactively engage with someone already speaking with a rep or who is currently in an experience flow.
Deleting a Live Stream
If you no longer need a stream to appear in Qualified for your sales reps, you can delete it at any time.
- Navigate to Settings > Live Stream.
- Hover over the stream you’d like to delete and select the 3 dots on the right-hand side of the stream.
- Select to delete the stream as shown below.
Please note if you delete a Live Stream, it’s possible that your reps will no longer see certain visitors that are on your site. Double-check that the visitors in that stream have been assigned to another stream for visibility.
Summary
Visitor Live Streams empower your team to quickly and easily know who is on your website and who they should be proactively engaging with. Use both segments and experiences to populate your Live Streams. Use colors and ordering to ensure your team knows who is most worthy of their time.
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