Using Additional Sources to Prefill Your Visitor Fields

Visitor fields are the fields in Qualified where you will store everything you wish to track and know about your website visitors. Visitor fields contain information you might gather through chatting/talking to a lead directly, information they might have given you explicitly through a lead form or bot, or other info that might be pulled from an external system, like Clearbit, Salesforce, or Pardot.

In this article, we’ll walk through the steps to configure the prefill sources for your visitor fields, and go through a common use case so that you can get a feel for why prefilling your visitor fields with additional sources might be useful.

Getting Started

To get started, navigate to the Settings → Visitor Fields as shown below.

Creating a New Field

Once here, you can start using additional sources to prefill visitor fields that you’d like to display to your reps when using the Qualified app or that you’d like to use to later route visitors for inbound chat.

For example, while in your visitor fields layout, create a new field named "Country." Next, select the source on the right-hand side and enter the source to have Qualified pull in your visitors' country into this field automatically for you. In this case, we'll select the source to be Qualified's Demographic data.

Use the prefilled information that you are gathering about your visitors to qualify them quicker or help route them to the right reps on your team. For example, if someone is visiting from Australia, you can quickly route them to your sales EMEA group. 

If you have mappings set up to other sources, such as Salesforce Lead or Contact (as shown below), we'll also use these two sources to pull in information as well. We'll look at all of the sources at once to gather as much information as we can about your visitor to fill into your fields. If the lead is not known in Salesforce, your Marketing Automation Platform (MAP), or other data enrichment sources, we'll then use the variable to pull in the country based on their IP address.

Additional Prefill Options

'Keep the blank value' vs. 'Use the next source'

Sometimes your 3rd party data sources, such as Salesforce or your MAP, may have a blank value for a mapped field when we match to a record. With this setting, you can choose whether to 'Keep the blank value' in Qualified, or you can choose to 'Use the next source' to prefill the field with the Additional sources and then update the Salesforce or MAP record with the new data.

Additional sources: 'Basic prefill' vs. 'Advanced prefill logic'

When prefilling with additional sources, you can use the 'Basic prefill' to simply map the value from the source, such as Clearbit Enrichment or Qualified's Demographic data, to the mapped field, or you can use the 'Advanced prefill logic' to transform the values provided by the source to match the values accepted by the mapped field in Salesforce or MAP. 

For example, you may have visitors on your website from the U.S. Virgin Islands, however, your Salesforce doesn't accept that value in the Country field and it needs to be changed to United States instead - that can be done using 'Advanced prefill logic'.

When you select the 'Advanced prefill logic', three options will appear. 

1. Find a field value from an external source: select the external source(s) you would like to use to prefill the mapped visitor field. If you choose multiple, we will search top down and will use the first source to return a value. If there is no value returned, the following steps will not run.
   
   In the example below, we selected to use Clearbit Enrichment and Qualified's Demographic fields to prefill the 'Country' field.
   
   
2. Map the value returned above: select the values available from the sources selected in step 1 in the first field. Then, enter the value that should be saved instead in the second field. You may add multiple rules in this section by clicking the "Add a rule" button.
   
   Continuing the example below, we searched for the values for U.S. Virgin Islands from our external sources and found two values to transform: "Virgin Islands (U.S.)" from Enrichment and "U.S. Virgin Islands" from Qualified's Demographic data. Then, we entered "United States" as the value to save instead.
   
   
   
3. Setup a fallback: select what you want to happen if the value found in step 1 doesn't match any of the rules from step 2. There are three options:
   1. Save the original value returned in step 1.
   2. Save the following fixed value.
   3. Leave the field blank.
      

Once all three options have been configured, click the 'Save' button in the lower right-hand corner and 'Save' again on the Visitor Fields page.

See the Source Prefill in Action

Finally, to see your prefill in action make sure your experience is live. Open an incognito window of your browser and browse to your website where your experience is now live. 

While on your site as an active visitor, check out the Qualified app view where you’ll now see all of your visitor fields, including the new field where you are bringing in "country" as shown below.

Summary

Qualified Additional sources can be used to help you prefill information in your visitor fields such as country, state, industry, etc. You can then later use this information to help route visitors for inbound chat or just simply expose this information to your reps inside Qualified, viewing a lead in Salesforce, or looking at your new prospect in Pardot.