Send custom visitor attributes to Salespanel and use the data in segments, scoring and reporting.

Overview

Visitor Attributes are data traits of your visitors. These attributes will help you and your team with targeted marketing campaigns, create visitor segments, analyze converting visitors, and score leads. Visitor attributes can be created from our tracking API.

Creating visitor attributes is an excellent way to send custom qualification data for your different types of visitors. This data can be further used in Segmentation and Lead Scoring, which makes it an extremely powerful workflow. 

Visitor Attributes are available in all premium plans. Currently, there are no limits on creating new visitor attributes.

Types of Visitor Attributes

Salespanel currently supports the following types:

Create visitor attributes

As part of the Web Tracking API

You can create Visitor Attributes when the Visitor visits any page on your website. Simply update the salespanelSettings dictionary to include the sp_visitor_attributes like this:

<script> 
  window.salespanelSettings = { 
  "sp_visitor_attributes": { 
    "name": "Akshay Darekar",       // text string 
    "deal_value": 499.99,           // decimals 
    "age": 30,                      // numbers 
    "newsletter_subscribed": true   // boolean (true/false) 
  }, 
} 
</script> 

<!-- Salespanel Tracking Code --> 
  <script> (function(e, f, g, h, i){ 
    ... 

These attributes are adaptive. Most likely, you won't be hardcoding values to these attributes; you will be using your backend template variables to feed data. So once these values change, we automatically update these values at our end.

Create attributes using Salespanel SDK

You can also create Visitor Attributes using a special Salespanel SDK function. This way of creating or updating visitor attribute is particularly useful when you are doing it in a callback or when you want to set the attributes in real-time and based on the Visitor's actions on your website, for example.

$salespanel.push(["set", "attributes:visitor", { 
  "name": "Akshay Darekar",        // text string 
  "deal_value": 499.99,            // decimals 
  "age": 30,                       // numbers 
  "newsletter_subscribed": true    // boolean (true/false) 
}]);

Create attributes using Zapier integration

You can automate creating Visitor Attributes through Zapier Actions. Simply create a new zap on your Zapier dashboard, select the app of your choice as the trigger, and Salespanel > Set Visitor Attributes as your action. On the Setup screen, Define the visitor identifier, which can the UID of the visitor or their email address. Next, select the form data fields you wish to send to Salespanel and connect them to the respective Visitor Attribute. Activate the zap once the tests are performed and confirmed working.

Please note that the settings for trigger on the Setup screen will vary based on the app you have selected. If you need help, contact us at Salespanel support.

How to update visitor attributes:

Updating is exactly similar to creating an attribute. Our system automatically detects the change and updates the attribute at our end. Let's look at some examples:

Using Web Tracking API

<script> 
  window.salespanelSettings = { 
  "sp_visitor_attributes": { 
    "deal_value": 999.99, 
    “newsletter_subscribed”: false 
  }, 
} 
</script> 

<!-- Salespanel Tracking Code --> 
<script> (function(e, f, g, h, i){ 
    ...

Using Salespanel SDK

$salespanel.push(["set", "attributes:visitor", { 
  "deal_value": 999.99, 
  "newsletter_subscribed": false 
}]); 

Administration: Create and manage Visitor attributes manually

To create visitor attributes, go to Account Settings > Visitor Attributes and click on Add attribute button. Give this attribute a Label(its name), choose the type of information it will store, and then click on Save.

Please note that the labels for Visitor Attributes are case-sensitive.

Deleting a Visitor attribute
When you delete a Visitor attribute, it's archived in our systems. A deleted Visitor attribute won't appear in filters in Segments and Lead Scoring. Currently, you cannot remove the stored data in a Visitor attribute completely. However, if you remove a visitor from the system, all information is gone, including all custom attributes of that Visitor.

If you want to unarchive a Visitor attribute, simply create a Visitor attribute with the exact same key. Please contact us if you need more help with this.

Tips for creating Visitor Attributes

1. Be careful about how many Visitor Attributes you create. Creating hundreds of Attributes for each Visitor may affect the performances of your segmentation, lead scoring, or reports.
2. Keep the Attribute Labels as generic as possible. Try labeling your Attributes non-specifically, so they can be re-used in the future. For example, instead of "Mailchimp Subscribed," try using the label "Newsletter Subscribed" so it can be used with any newsletter marketing tool.