Cold / New LeadsEasyHigh Impact

Site Visit Targeting

Generate and warm net-new demand

Sales Stage

Pre-Sales

Difficulty

Easy

Impact

High

Channels

Overview

Our website analytics tool can turn anonymous, high-value visits to your website into known accounts with strong first-party buyer intent signals. You can then pull together a campaign to nurture and reach out to these prospects based on your typical buyer persona and ideal customer profile. Set up an automated workflow to trigger an outreach motion to Buying Committee members at these accounts.

Key Features

Website Visitor IP TrackingABM Audiences

Data Types

WebSightsContact DataCompany Data

Triggers

Identify companies within your ICP visiting specific pages on your website

Actions

Discover a set number of ZoomInfo contacts which meet your contact filters
Export
Send records to your business system (CRM, MAT, SEP, CSV)
Assign to a User
Then enroll in a Campaign (optional)

Default Natural Language Configuration

When someone visits select domain on any page from any company then discover up to 20 ZoomInfo contacts which select criteria then export to select system as record type and select campaign and assign to select user

Standard Operating Procedure

1. Configure Website Tracking

Set up IP tracking on your website
Define specific pages or sections for high-intent tracking

2. Establish ICP and Contact Criteria

Define Ideal Customer Profile (ICP) parameters
Set contact filters (e.g., management level, department)

3. Automated Visitor Identification

Monitor for website visits from companies within ICP
Trigger contact discovery process in ZoomInfo

4. Contact Discovery

Set parameters to discover up to 20 ZoomInfo contacts per company
Apply predefined contact filters

5. Data Export and Routing

Export discovered contacts to CRM/MAT/SEP
Assign leads to appropriate sales team members

6. Campaign Enrollment

Create targeted nurture campaign based on visited pages
Automatically enroll discovered contacts into the campaign

7. Multi-Channel Engagement

Implement outreach across various channels (email, phone, ads, etc.)
Tailor messaging based on visited web pages

8. Follow-up Automation

Set up alerts for sales team when prospects revisit the website
Trigger next-best-action recommendations

9. Performance Tracking

Monitor engagement rates and conversion metrics
Analyze website visitor-to-lead conversion efficiency

10. Continuous Optimization

Regularly refine ICP and contact criteria
Update tracking parameters and campaign messaging based on performance data

Yield Model

Yield in $ Formula

Potential Yield = (WVV * IR * ER * CR / 10^6) * ADS

Key Drivers

Identification Rate (IR)Engagement Rate (ER)Conversion Rate (CR)Average Deal Size (ADS)Web Visits Volume (WVV)

Driver Definitions

Identification Rate (IR) This measures the success rate in identifying the company or organization associated with an abandoned chat.

Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts.

Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy.

Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited.

Web Visits Volume (WVV) This metric represents the total number of visits to the website.

AI Agent Prompt Template

I. Prompt Instructions - Overview

This email targets prospects who have recently visited specific pages on your website. The goal is to engage with these high-intent visitors, nurture them through personalized outreach, and convert them into qualified leads or opportunities.

II. Information Included

The email will include personalized information between <context></context> for proper dynamic insertion:

Website Visit Information: Details about the specific pages visited and any actions taken on the site.
Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
Signals & Behavior: Details on the account's engagement history and recent intent signals.
Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role, making the outreach more relevant and impactful.
Copilot AI Account Summary: A summary that merges ZoomInfo data, customer CRM data, email communications, and call recordings, offering a clear overview of the account's pain points and strategic goals, along with actionable next steps.

III. Email Structure

<email> <subject>{{Personalized Subject Line based on website visit}}</subject> <body> Hi {{Contact.FirstName}}, I noticed that you recently visited our {{WebsiteVisit.PageName}} page. I hope you found the information helpful. Given your interest in {{WebsiteVisit.Topic}}, I thought you might be interested in learning how {{Sender.Company}} has helped companies like {{CompanyInformation.ReferencedCompany1}} and {{CompanyInformation.ReferencedCompany2}} achieve their goals in this area. Based on your visit, I believe we might have solutions that could address some of the challenges you're facing at {{CompanyName}}. Specifically, our {{Product/Service}} has helped organizations: <ul> <li>{{BenefitPoint1}}</li> <li>{{BenefitPoint2}}</li> <li>{{BenefitPoint3}}</li> </ul> I'd love to schedule a brief call to discuss how we might be able to help {{CompanyName}} achieve similar results. Would you be open to a 15-minute conversation next week? In the meantime, you might find this {{ContentLibrary.RelevantResource}} valuable. It provides more insights into {{WebsiteVisit.Topic}} and how our solutions have helped other companies in your industry. Looking forward to connecting with you soon. Best regards, {{Sender.Name}} {{Sender.Title}}, {{Sender.Company}} {{Sender.ContactDetails}} </body> </email>

IV. Context

<context> <Website Visit Information> **`{{Website Visit Information}}`** </Website Visit Information> --- <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> `{{Messaging}}` </Messaging> --- <Copilot AI Account Summary> **`{{Copilot AI Account Summary}}`** </Copilot AI Account Summary> </context>

V. Optimizations

Subject Line Personalization: E.g., "{{Contact.FirstName}}, saw you visited our {{WebsiteVisit.PageName}} page - let's chat"
Engaging Opening: Reference the specific page or content the prospect viewed to immediately capture their attention.
Value-Driven Content: Highlight key benefits and results achieved by similar companies to demonstrate value.
Call to Action: Propose a specific next step (15-minute call) to move the conversation forward.
Relevant Resource: Offer additional content related to their area of interest to provide immediate value and encourage further engagement.

Merge Tokens Used

{{Personalized.SubjectLine}}{{Contact.FirstName}}{{WebsiteVisit.Page}}{{WebsiteVisit.Topic}}{{Sender.Company}}{{CompanyInformation.ReferencedCompany}}{{CompanyName}}{{ProductService}}{{Benefit}}{{ContentLibrary.Resource}}{{Sender.Name}}{{Sender.Title}}{{Sender.ContactDetails}}

Play Description for LLM

<play> **PLAY NAME** Site Visit Targeting --- **🔁 Triggers** - Identify companies within your ICP visiting specific pages on your website --- **⚡️ Actions** - Discover a set number of ZoomInfo contacts which meet your contact filters - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) --- **✅ Goal / Problem to Solve** ✅ Cold / New Leads --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone --- **✏️ Summary** Our website analytics tool can turn anonymous, high-value visits to your website into known accounts with strong first-party buyer intent signals. You can then pull together a campaign to nurture and reach out to these prospects based on your typical buyer persona and ideal customer profile. Set up an automated workflow to trigger an outreach motion to Buying Committee members at these accounts. --- **✏️ Default Natural Language** When someone visits **select domain** on any page from **any company** then discover **up to 20** ZoomInfo contacts which **select criteria** then export to **select system** as **record type** and **select campaign** and assign to **select user** --- **Explainer-Video-Script** Want to know when companies are searching for solutions like yours? The Site Visit Targeting play will do just that. You’ve got intent signals coming in on all your pages. Identify the topics you care about most, filter by signal strength above a certain threshold, and define the types of companies you want to sell to. Now you’ve got a list of high-intent accounts for the topics you care about most served up weekly. You can export these to your CRM and enroll them in the right campaign. Now you’re targeting high-intent accounts with a well-tailored message. --- **🏷Features)** Website Visitor IP Tracking, ABM Audiences --- **🏷️ZoomInfo Data Types)** WebSights, Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟢 - Easy --- **🧪Standard Operating Procedure (SOP)** ## 1. Configure Website Tracking - Set up IP tracking on your website - Define specific pages or sections for high-intent tracking ## 2. Establish ICP and Contact Criteria - Define Ideal Customer Profile (ICP) parameters - Set contact filters (e.g., management level, department) ## 3. Automated Visitor Identification - Monitor for website visits from companies within ICP - Trigger contact discovery process in ZoomInfo ## 4. Contact Discovery - Set parameters to discover up to 20 ZoomInfo contacts per company - Apply predefined contact filters ## 5. Data Export and Routing - Export discovered contacts to CRM/MAT/SEP - Assign leads to appropriate sales team members ## 6. Campaign Enrollment - Create targeted nurture campaign based on visited pages - Automatically enroll discovered contacts into the campaign ## 7. Multi-Channel Engagement - Implement outreach across various channels (email, phone, ads, etc.) - Tailor messaging based on visited web pages ## 8. Follow-up Automation - Set up alerts for sales team when prospects revisit the website - Trigger next-best-action recommendations ## 9. Performance Tracking - Monitor engagement rates and conversion metrics - Analyze website visitor-to-lead conversion efficiency ## 10. Continuous Optimization - Regularly refine ICP and contact criteria - Update tracking parameters and campaign messaging based on performance data --- **🪙 RAG Inputs Used (Broad)** Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, WebsiteVisit.Page, WebsiteVisit.Topic, Sender.Company, CompanyInformation.ReferencedCompany, CompanyName, ProductService, Benefit, ContentLibrary.Resource, Sender.Name, Sender.Title, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (WVV * IR * ER * CR / 10^6) * ADS --- **🟨 Yield Key Drivers** Identification Rate (IR), Engagement Rate (ER), Conversion Rate (CR), Average Deal Size (ADS), Web Visits Volume (WVV) --- **🟨 Yield Driver Definitions** Identification Rate (IR) This measures the success rate in identifying the company or organization associated with an abandoned chat. Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Web Visits Volume (WVV) This metric represents the total number of visits to the website. --- </play>