Reveal for Live Chat
Live chat is a great way to engage your site’s visitors and can have a huge impact on your conversion rates, but it also has its downsides. Unqualified sales conversations and increased support requests that require real-time responses can be a drain on any team.
Clearbit Reveal for Proactive Chat allows you to identify and target your site visitors to only show live chat to qualified prospects. You can even personalize your messages based on over 40 Clearbit data points. Using this approach, customers have seen a 5x increase in engagement and 2x increase in conversion generated from chat!
To get you results like these, we’ve partnered with two of the best communication products in the business, Intercom and Drift.
- Click to read more about the native Drift integration
Note: Drift's Clearbit integration is available for customers who have a Drift Premium plan and a Clearbit Reveal plan
- Click to read more about the native Intercom integration
Note: Intercom's Clearbit integration is available for customers who have an Intercom Premium plan with ABM and a Clearbit Reveal plan
How It Works
Step 1: Only show chat to qualified prospects
Let’s say your ideal customers are enterprise B2B SAAS companies. Clearbit will let you control whether the chat widget is shown or hidden depending on the profile of the company visiting your website, say hiding it for mid-market consumer brands.
This works by using Clearbit Reveal to de-anonymize your web traffic and sends those enriched demographic and firmagraphic traits to your chat provider. You can then use these traits to configure the conditions under which your chat widget is displayed.
Step 2: Customize the message
For those prospects that do fit your ideal customer profile, you’ll want to send them something that really stands out. Using Clearbit data, you can customize your message to each individual. Display a note that mentions their company by name, or even explain how one of the products they use can integrate with your own.
Step 3: Route the best leads
By knowing who your visitors are before they fill out a form, you can route chats to the appropriate sales person to start live conversations with only your best prospects. Imagine if your sales team was only asked to chat with high-value accounts or specific target accounts you’ve hand-picked as part of an ABM strategy.
In order to use Reveal for Live Chat, you will need to subscribe to a Reveal Premium (API) plan (note: this is not included in the Reveal Google Analytics package).
The Reveal Premium plan includes the ability to add the client-side Reveal endpoint to your site domain and/or integrate Reveal with Segment. Reach out to Clearbit Success (firstname.lastname@example.org) to ensure you have the right access!
Promotion: If you already use Intercom or Drift and just want to use Reveal as part of your Live Chat workflow, you can reach out directly to your respective success representatives and they can help you get setup with Reveal in each platform within minutes!
Below are some additional technical resources:
- Reveal Client-side API response example
- Example IP addresses to test Personalization with
- API documentation & example full list of fields
Looking to use Reveal for other use cases? Let us know at email@example.com