Dynamic Fields in Insent

The Audience tab in a Conversation enables you to set up granular targeting rules to personalize chat experiences for your website visitors based on Demographic data, Firmographic data, Website Behaviour, MAP/CRM fields, lists, or Insent Fields.

It helps you set up rules to trigger a conversation based on activities such as a Webpage URL, Element-Click, or a Form-Submission on your website.

Dynamic Fields in Insent expand Insent’s ability to work with customer activity data. Now, set up conversations based on their real-time website activity of your visitors. Dynamic Fields are available as an extension to the list of default Insent Fields available.

Benefits of Dynamic Fields in Insent

  • Use real-time website activity to power audience targeting in Insent.
  • Personalize conversations based on engagement metrics such as average time spent in a session, engagement with the chatbot, or the number of page views by a visitor.
  • Capture tracking information such as UTM parameters and Referrer information for the visitor in Insent dynamic fields and leverage them for targeting high-value prospects based on marketing campaigns. 
  • Enrich your lead profiles in your MAP and CRM platforms with the most recent visitor activity data on your website through field mapping.

This is the first article in a two-article series on dynamic fields in Insent. At the end of this article, you will be able to understand how to use dynamic fields in Audience. The appendix section of this article describes a list of dynamic fields available in Insent:

  1. Dynamic Fields in Audience
  2. Dynamic Fields in Conversation

Using Dynamic Fields to target your visitors

You can view dynamic fields in the Audience module under the list of Audience rules that can be configured. You can add dynamic fields to a Rule from the ‘Rules’ drop-down list.

Note: If you are new to Insent, please refer to the article on setting up an Audience in Insent.  

Dynamic fields in Audience

A set of dynamic fields are now available in the Insent fields list. You can find a detailed list of available dynamic fields and field values in the Appendix section of this article.

How do Dynamic Fields help you improve your Audience Segmentation?

Dynamic fields enable you to trigger conversations based on your visitor activity data such as booking or canceling a meeting or use visitor-specific data like their visit location or device information to trigger a conversation.  

For example, you can add an audience rule with the dynamic field ‘Calendar meeting’. You can target visitors who may have booked or canceled meetings using the values ‘Booked’ or ‘Canceled’ from the drop-down. Values other than ‘Booked' or 'Canceled’ are treated as invalid options. This helps your team connect with priority visitors who have shown significant interest in your offering. 

Dynamic fields based rules

All dynamic field values (excluding UTM and GCLID values) are converted to lower case while evaluating audience rules whenever a dynamic field value is used in an audience rule.

Note: You can distinguish different dynamic field values using commas in the values list while setting up Rules in Audience. We recommend using the provided drop-down options or using the 'Contains' operator when you match multiple comma-separated values in Audience.

Pushing Dynamic Field data to your MAP/CRM

You will need to map dynamic fields to your MAP/CRM source fields to sync any visitor activity data from Insent to your MAP or CRM platforms. Please refer to the field mapping article to learn more about how you can map dynamic fields with source fields from your MarTech platforms. 

You should enable dynamic fields to ‘Overwrite' Source fields to sync data successfully. We recommend writing back all your data to preserve all visitor touch-points with Insent in your MAP/CRM.

Note: Each Dynamic Field is associated with a data type. You must map a Dynamic Field to the right source field type for the field mapping to work as expected. For example, If you map a STRING field with a NUMBER Field, the writeback will not work.

Reading and Writing Dynamic fields

  • Dynamic field data is written back to your MAP/CRM platforms in 60-second intervals.
  • Writing dynamic fields: Insent writes dynamic field values to your Integrations based on the field mapping configurations.
  • Reading dynamic fields: Insent does not read back dynamic field values from your MAP or CRM to personalize your visitor experiences through Audience rules. Insent uses data stored in Dynamic Insent fields to personalize experiences for your visitors.

Quick Recap

  • Leverage the versatility of dynamic fields in Insent to segment your visitors based on their engagement and guide them through conversations that best cater to where they are in their buyer journey.
  • Dynamic fields can be located in the list of Insent fields in Audience.

Please feel free to reach out to our Customer Success team on success@insent.ai if you have any questions about using dynamic fields to target your visitors. 

Appendix - List of Dynamic Fields and their Data types

List of Dynamic Fields

Field Name

Data type

Description

Average timespent per session NUMBER This parameter describes the average duration of a visitor session on your website as a NUMBER type. 
Average time spent is measured in seconds. 
Agent assigned meeting STRING Contains the email address of the last agent with whom a calendar meeting is booked.
Last connected agent STRING Contains the email address of the last agent who connected with the visitor via chat.
Total page views NUMBER This parameter describes the total number of web pages in the website viewed by a visitor as a NUMBER type.
Unique page views NUMBER This parameter describes the total number of unique pages viewed by the visitor as a NUMBER type.
Engaged with bot NUMBER This parameter describes whether a visitor has clicked the Insent Chat Widget or the Greeting message as a NUMBER type.

Engaged with Bot can be 1 or empty.1 Indicates that the visitor has engaged with the Bot.
Calendar meeting STRING This parameter describes the status of meeting booking when the visitor interacts with the Book a meeting step.

The field saves a STRING value and can have values ‘booked’ or ‘canceled’.
Number of conversation requests NUMBER This parameter describes the attempts made by a visitor to engage with an agent as a NUMBER.
Device STRING This parameter describes the device used by a visitor as a STRING. The Device type can be ‘desktop’, ‘tv’, ‘tablet’, ‘phone’, ‘bot’ or ‘car’
Device OS STRING This parameter describes the device operating system of the visitor as a STRING.

 Popular Device Operating systems resolved - ‘android’, ‘ios’, ‘linux’ and 'windows'
Visit city STRING This parameter describes the location of the visitor (City) as a STRING.
Visit region STRING This parameter describes the location of the visitor (Region) as a STRING.
Visit country STRING This parameter describes the location of the visitor (Country) as a STRING.

UTM Parameters

UTM Parameters are captured by Insent as dynamic fields in pages with active Insent JavaScript.

Field Name

Data Type

Description

Utm Campaign STRING This parameter captures the utm_campaign value from a tracking URL when a visitor arrives on your website.
Utm Source STRING This parameter captures the utm_source value from a tracking URL when a visitor arrives on your website.
Utm Medium STRING This parameter captures the utm_medium value from a tracking URL when a visitor arrives on your website.
Utm Term STRING This parameter captures the utm_term value from a tracking URL when a visitor arrives on your website.
Utm Content STRING This parameter captures the utm_content value from a tracking URL when a visitor arrives on your website.

Google Click Id Parameter (gclid)

Insent captures the Google Click Id parameter from pages with an active Insent Javascript.

Field Name

Data Type

Description

gclid STRING This parameter captures the gclid value from a tracking URL when a visitor arrives on your website. 

Referrer Parameters

Insent captures the Referrer parameters from pages with an active Insent Javascript.

Field Name

Data Type

Description

First Referrer STRING This parameter captures the first referrer information for a visitor when they arrive on your website for the first time.
Last Referrer STRING This parameter captures the most recent webpage from where a visitor arrived.
First Landing Page STRING This parameter captures the URL of the page where the visitor arrived during their first visit to your website.
First Conversation Page
STRING This parameter captures the URL of the webpage where the visitor initiated Insent chat for the first time by interacting with the widget. 

Visit URL STRING This parameter captures the URL of the latest webpage viewed by the visitor.

ZI Company Enrichment in CRM/MAP

ZI Chat empowers customers to enrich CRM and MAP using the ZI IPenrich (WebSights).

ZI Enrichment (Dynamic fields)

Data Type

Description

Sample values

ZI Company String Company name ZoomInfo
ZI Website URL String Company website URL http://www.example.com
ZI Employee Count Number The approximate number of people employed by the company 500
ZI Revenue Number Approximate yearly revenue for the company. The Revenue information is available in USD.  100000
ZI Company City String City of the company's primary address. Waltham
ZI Company Region String State or province of the company's primary address. Massachusetts
ZI Company Country String Country of the company's primary address shared as a two-letter country code. US
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