Visitor's Badge configuration

A Visitor's Badge is a visual representation of a site visitor in Sales-n-Stats Operator Terminal that normally consists of some graphics and text. Badges appear within zone windows on the site monitor. To tell what any visitor who is currently on the site is doing find out what zone window his badge is in.

The contents of a Visitor's Badge can provide a lot of useful information about the visitor. As the goals pursued by different users of the Sales-n-Stats system in the process of monitoring may vary, we made the badge configurable so you have a free hand in deciding what information should be reflected on the badge and how it should be presented. A closer look at the structure of a Visitor's Badge can give you a better idea of how to use badges in your work.

A badge that you see on the 'Site Monitor' when somebody is visiting your site appears as an organized set of textual and graphical elements. These elements represent certain parameters characterizing the visitor and his interaction with the site. Textual elements can reflect names, IP addresses, URL addresses, product titles, etc. Graphical elements - icons, markers, tokens and indicators - can represent visitor properties symbolically (for example, if your visitors are divided into several groups, the look of the main icon can tell you the group to which the visitor belongs; the colors on the Zone Tracking Bar can show you how the visitor moved through your site, etc).

The elements from which a badge is assembled are not added to it sporadically: every badge consists of slots which can accommodate elements reflecting data of just one specific type. Some badge slots are reserved for preconfigured elements, for example, the Chat Marker. However, in the majority of cases you can define what elements should appear in this or that slot, when this should happen and what data should be symbolized by these elements.

The configuration of the Visitor's Badge is defined in the Sales-n-Stats system settings (Main Menu ->Tools -> System settings -> Visitor->Badge Setup). Before you set up your own rules regulating what data should appear in what badge slot and in what form, the badges appearing on the monitor in your Web control and communication center are formed according to Sales-n-Stats default settings. These settings can be readjusted at any time (Please refer to the chapter 'Setting up the visitor's badge' for more information).

Besides these main components there is a set of non-editable Status icons (elements inserted into visitor badges on the system level to inform you of a temporary visitor status) and eight textual slots of the Detailed View information section (visible only in the Detailed badge; See 'Compact and Detailed badge view' further in this chapter).

The 'Main Icon' slot of a visitor's badge is meant for relatively large icons to determine what kind of visitor you are dealing with.

- the visitor has somehow defined his first name (he could have registered or submitted an online form).

Two slots in a visitor's badge are meant for Indicators. The look and functions of the two Indicators are identical: they are small green panels at the top right of the main icon which can display textual or numeric values. Indicator 1 defaults to the visitor's country determined by his IP address, and Indicator 2 to the total number of visits.

The badge slot for Tokens is in fact a group of four subslots clustered together. Each of these subslots can accommodate a Token - a small icon (16 x 16 px) symbolizing a certain visitor property. A token is displayed on the Visitor's Badge if the corresponding condition is met.

1. - the visitor refused to communicate.

2. - communicated with operator.

3. - has products in shopping cart.

4. - logged in.

5. - made a site search.

6. - came from Google.

7. - came from Yahoo!

8. - came from MSN Search.

9. - stays more than 25 minutes.

10. - first visit.

11. - visitor's OS is Windows.

12. - visitor's OS is Macos.

13. - visitor's OS is Linux.

The slot below the Main Icon and the Tokens is used by default to display the visitor's first and last name or IP address and email.

The slot in the bottom left corner of a badge can tell you whether the visitor represented by this badge has any unclosed messages. If there are unclosed messages, a small envelope icon appears in this slot. If all the user's messages are closed, the 'Messages Marker' badge slot is empty.

The slot at the top left of the Main Icon is meant for the Chat Marker. The Chat Marker icon gets displayed only when the visitor has an open communication session.

One slot in a badge is meant for a User's Marker. It is a sign which can denote whatever you want it to. It appears over the Main Icon. The visitor does not know he has been marked, but the mark sticks to his badge as long as you want it to be there and will appear on the visitor's badge during his/her next visit as well. You can use the set of markers provided with Sales-n-Stats (your own tooltips to them if necessary) or add your own icons (GIF, 16 x 16 px) to be used as markers.

- "Attention"

- "Angry"

- "Smiley"

- "Green Tick"

- "Hand"

- "All correct"

- "Question"

- "Stop"

To mark a visitor, right-click on his badge, select Mark from the context menu and select an icon from the list.

The selected mark is added to the visitor's Main Icon. To remove a mark right-click on the visitor's badge and select Mark -> No mark from the context menu.

The slot to the left of the Main Icon is meant for the Zone Tracking Bar which is a vertical row of tiny colored squares.

Each square in the row symbolizes a zone of your site that the user has visited recently. The color of the top square corresponds to the zone which the user is currently in. The order of the squares shows the history of the user's movements between the zones before he reached his current location. As the visitor moves about the site the look of the Zone Tracking Bar changes: the zones visited the most recently appear at the top of the bar, while the others are moved away towards the bottom until they are forced out of the bar. The Zone Tracking Bar tooltip, however, allows you to see all the visited zones, including the ones which are no more visible in the bar itself. The Zone Tracking Bar and the tooltip for it are not editable – the system builds them dynamically on the basis of the zones you set up in your Sales-n-Stats.

There is a group of non-editable elements called Status Icons which do not literally belong to the visitor's badge but may appear on top of a badge to demonstrate temporary visitor statuses. The icons of this type get displayed in the top left corner of the badge.

- This element appears on the badge when the visitor goes to a page that belongs to another site zone. The arrow symbolizes movement, the color of the square corresponds to the color of the zone to which the visitor is moving (zone color is visible in the color bar of a zone window title bar). As this icon is displayed, the badge fades gradually and finally disappears from the zone re-appearing in another zone window.

- This element gets displayed on the badge if the visitor is inactive for a period of time specified in Main Menu ->Tools -> System settings -> General settings -> General -> Activity timeout (Sales-n-Stats tracker periodically sends signals from the visitor's browser to Sales-n-Stats Data Collector so the system 'knows' that a visitor is on the site. If Data Collector does not receive a signal from a visitor for a certain period of time, it is interpreted as inactivity). As this icon is displayed, the badge fades and disappears. It means that the visitor has left your site for another place on the Web or gone to work in another application on his computer. If the visitor returns to the site, his badge re-appears.

- This element appears on the badge after the visitor has been staying at the same page of your site for a period of time specified in Main Menu->Tools -> System settings -> General settings -> General -> Sleep timeout (This situation is possible if Data Collector keeps getting signals from the visitor's browser, but the visitor is not moving anywhere). The icon disappears when the visitor goes to another page.

A visitor's badge has Compact and Detailed View. Compact View consists of the main badge components: the Main Icon, two Indicators, the Token group, the Zone Tracking Bar, the 'Messages', 'Chat' and 'Users' markers and the 'Information' section. Detailed View is an extended version of the badge, containing the whole of the 'Compact badge' and eight more slots which constitute the 'Detailed View information' section.

To switch between Compact and Detailed View for the badges located within a specific zone window click the Compact/Detailed View switch on the zone window title bar: click on

to see detailed badges, click on

to make the badges compact. As compact badges take less space, switch to Compact View when a zone is overcrowded with visitors.

The slots of the Detailed View information section are meant for textual or numeric information reflecting the current state of the visitor. By default the Detailed View section contains the following information:

There are two more slots which are empty in the Detailed View section by default. A header can be defined for each of the eight slots. The values of the Detailed View information slots are displayed all the time while the Detailed View mode is on. The contents of the Detailed View information slots and the tooltips for them can be set via Sales-n-Stats system settings (Main Menu ->Tools -> System settings -> Visitor -> Badge Setup -> Detailed View Setup).