One of the features that makes Optify especially useful is the ability to create rules from the rich set of data that Optify collects. In Lead Scoring, Lead Exclusion, and the Alerts application, you use rules to score your leads, exclude leads that match certain criteria, or create custom Alerts.  Each rule is essentially a query on Optify's database of information about your website traffic. You create rules by choosing from a list of Metrics, and applying criteria to those metrics.

About metrics

Currently, there are four categories of metrics that are available in Optify:

The Company category contains Metrics related to a visitor's location and the company or organization the visitor represents. This information is collected from two sources: If available, Optify collects information from form data supplied by the visitor. Otherwise, Optify uses the visitor's IP Address to gather publicly available data about the user's location and affiliation. Currently, the Metrics available in the Company category are:

• Annual Revenue
• Company City
• Company Name
• Company Phone
• Company State/ Province
• Company Zip/Postal code
• Industry
• No. of employees
• Website

Personal Metrics are based on dated available from form data (except for the Metrics based on the visitor's location, which are derived from the visitor's IP Address if no form data is available).  In order to score leads using data from your web form you will need to set up your website forms to work with Optify. Currently, the Metrics available in the Personal category are:

• City
• Country
• Email
• Fax
• Mobile
• Name
• Phone
• Rating
• Salutation
• State/Province
• Title
• Zip/Postal code

Traffic data is collected by Optify during visits to your website. Currently, the Metrics available in the Traffic category are:

• Average page views (per visit)
• Average visit duration
• Last visit date
• Page views for last visit
• Referring web page
• Search keyword
• Total page views
• Total visits
• Web page visited

Visitor Goals consist of Metrics that meet criteria related to your business goals for visitors.  Currently, the Metrics available in the Visitor Goals category are:

• Filled out a form during last visit
• Is a lead