Visitor Engagement Stages

Visitor Engagement Stages in Hushly:

Hushly allows customers to configure an engagement funnel for individual visitors to their ABM Pages. A unique visitor is identified by a unique Invitee_Id or by a cookie-based tracked user ID for anonymous users and displayed on the Visitor Engagement Stages page.

Viewing the Visitor Engagement Stages Page:

To view the Visitor Engagement Stages, you can follow the steps below:

1. From the Left Nav Menu, click  ABM > Visitor Engagement Stages.
      
2. On the Visitor Engagement Stages page, you can view the Visitor Engagement Stages Table.   
3. The Visitor Engagement Table is defined as follows:
   • Activity:
     • Total ABM Page Visits: The total number of ABM page visits by a visitor. Each new session on the same ABM page is counted as a separate visit. 
       
       
     • CTA Clicks: The total number of unique CTA clicks by the visitor. A click is recorded when a visitor clicks a CTA on an ABM page.
       
       

     • Content Previews: The total number of unique content asset previews by the visitor. A preview is recorded when a visitor clicks on an asset and it loads in the preview interface. 

       
       
     • Content Engagements: The total number of unique content asset engagements by the visitor. An engagement is recorded when a visitor scrolls through more than one page of a text asset or views a portion of a video asset.
       
       
     • Sales Rep Contact Card Clicks: The total number of sales rep contact card clicks by the visitor.
       
       
     • Form Submit: The total number of forms submitted by the visitor to access gated content.
       
       
   • Engagement Stage: Stages that represent the level of interaction an Account Visitor has with an ABM Page.

     
     

     • New: Assigned when a new Account Visitor is created.
       
       
     • Browser: Assigned when the visitor accesses an ABM Page.
       
       
     • Clicker: Assigned when the visitor clicks a CTA on the ABM Page.
       
       
     • Engaged: Assigned when the visitor interacts with content on the ABM Page.
       
       
     • Highly Engaged: Assigned when the visitor interacts with ABM Page content more frequently than the defined engagement threshold.
       

Customization of the Visitor Engagement Stages:

You can customize the Visitor Engagement Stages Table by following the steps below:

1. Click Customize on the Visitor Engagement Stages page.   
2. Once you click Customize. The following message is displayed.
      
3. The Engagement Stages names are hyperlinked.   
4. Click the Stage name to update the rule.   
5. The Visitor Engagement Stage pop-up window is displayed with the Stage name and rules. You can add and delete rules for each of the engagement stages in the pop-up window by following the steps below:
   • Adding a Rule:
     • Click Add Rule.   
     • Select the Engagement Activity from the drop-down list.   
     • Enter a number greater or equal number.   
     • Click Update to save the rule.    
     • The following message is displayed.   
   • Deleting a Rule:
     • On the Visitor Engagement Stage pop-up window, click Delete.Note: At least one rule must be defined to assign a Visitor Engagement Stage.

Related Topics:

Account Engagement Stages