Nov 28, 2023

The Ultimate Guide to ServiceBell Properties & Conditions

This guide will act as your main source of truth — whenever you’re confused about a specific ServiceBell property, condition, or operator.

ServiceBell lets you get extremely precise with triggers, segments, and rules — by giving you a huge list of properties pulled from your CRM, Clearbit/6sense, and the visitor’s behavioral data.

Some of these properties can be confusing at first.

This guide will act as your main source of truth — whenever you’re confused about a specific property, condition, or operator. Let’s roll:

Contacts & Visitors

  • Country: Identifies the visitor's geographic country of origin.

  • Email: Retrieves the visitor's email from CRM data.

  • IP Address: Captures the visitor's IP for location and tracking purposes.

  • Known Visitor: Marks if a visitor has been to the website before.

  • Location: Pinpoints the visitor's city or region from CRM data.

  • Name: Uses the visitor's name for personalized interactions.

  • Segments: Categorizes visitors into ServiceBell-defined segments.

  • URL: Indicates the current webpage the visitor is on.

  • URL Title: Shows the title of the webpage the visitor is viewing.

  • UTM Campaign: Identifies the marketing campaign from the URL's UTM parameter.

  • UTM Content: Captures the content descriptor from a URL's UTM parameter.

  • UTM Medium: Notes the marketing medium from the UTM parameter.

  • UTM Source: Records the traffic source from the UTM parameter.

  • UTM Term: Detects specific keywords from the URL's UTM parameter.

Company

  • Company Domain: Records the domain name linked to the visitor's company from CRM.

  • Company Industry: Notes the industry category of the visitor's company from CRM.

  • Company Name: Identifies the name of the visitor's company from CRM.

  • Company Revenue: Reflects the revenue bracket of the visitor's company from CRM.

  • Ideal Customer Profile Tier: Matches visitors with a CRM-specified customer profile tier.

  • Target Account: Flags visitors associated with a CRM-listed target account.

6sense

  • 6sense Annual Revenue: Reflects a company's annual revenue as determined by 6sense's firmographic data.

  • 6sense Company Name: Recognizes the name of a visitor's company through 6sense's B2B data insights.

  • 6sense Company Size: Categorizes a company by its number of employees using 6sense's firmographic data.

  • 6sense Confidence Score: Returns a numerical representation of 6sense's confidence in the accuracy of our Reveal result.

  • 6sense Country: Determines the country a company is based in, as identified by 6sense's data enrichment processes.

  • 6sense Industry: Identifies the industry segment of a visitor's company via 6sense's account insights.

  • 6sense Website URL: Captures the web address associated with a visitor's company through 6sense's data intelligence.

Clearbit

  • Clearbit Company Name: The legally registered name of the visitor's company as identified by Clearbit.

  • Clearbit Company Size: The size of the company in terms of employee count, as determined by Clearbit's data.

  • Clearbit Confidence Score: Returns a numerical representation of Clearbit's confidence in the accuracy of our Reveal result

  • Clearbit Country: The country where the visitor's company is located, according to Clearbit's enrichment data.

  • Clearbit Estimated Revenue: An estimate of the company's annual revenue as provided by Clearbit.

  • Clearbit Industry: The industry category the visitor's company belongs to, classified by Clearbit.

  • Clearbit Sub-Industry: A more specific classification within the general industry category, detailed by Clearbit.

  • Clearbit Website URL: The website URL associated with the visitor's company, as recorded by Clearbit.

Deal

  • Deal Stage: Reflects the visitor's current sales funnel stage from CRM.

  • Has Open Deal: Indicates if the visitor has an active deal per CRM data.

HubSpot

  • Pipeline: Relates to the specific sales pipeline of a visitor's deal in CRM.

  • Pipeline Stage: Shows the visitor's current stage within a CRM pipeline.

Analytics

  • Page Visits: Counts the number of pages a visitor has viewed in a session.

  • Scroll Percent: Measures the scroll depth percentage on a page.

  • Time on Page in Seconds: Tracks how long a visitor has spent on a page.

Availability

  • Any agent is available: Signals when any agent is ready to engage.

  • Anyone in a group is available: Indicates availability within a specific agent group.

  • Specific agents are available: Specifies which individual agents are ready to interact.

Conditions

Number Conditions

  • Equal To: The property must match the specified number exactly.

  • Greater Than: The property must be higher than the specified number.

  • Greater Than or Equal To: The property must be equal to or higher than the specified number.

  • Less Than: The property must be lower than the specified number.

  • Less Than Or Equal To: The property must be equal to or lower than the specified number.

Multi-Choice Conditions

  • Contains All: The property must include all the specified elements.

  • Is Contained By: The property must be a subset of the specified elements.

  • Shares At Least One Element With: The property must overlap with at least one of the specified elements.

  • Shares Exactly One Element With: The property must share one and only one element with the specified elements.

  • Shares No Elements With: The property must not share any elements with the specified elements.

String Conditions

  • Does Not Contain: The property must not include the specified text.

  • Does Not End With: The property must not end with the specified text.

  • Does Not Match Regex: The property does not fit the specified regular expression pattern.

  • Does Not Start With: The property must not start with the specified text.

  • Ends With: The property must end with the specified text.

  • Equal To: The property must match the specified text exactly.

  • Equal To (case insensitive): The property must match the specified text, regardless of letter case.

  • Matches Regex: The property fits the specified regular expression pattern.

  • Non Empty: The property must not be empty.

  • Not Equal To: The property must not match the specified text.

  • Not Equal To (case insensitive): The property must not match the specified text, regardless of letter case.

  • Starts With: The property must start with the specified text.

Boolean Conditions

  • Is False: The property must be false.

  • Is True: The property must be true.

Logic Operators

  • AND: All conditions joined by "AND" must be true for the rule to be activated.

  • OR: At least one of the conditions joined by "OR" must be true for the rule to be activated.

These conditions and operators allow for precise customization and control over rule-based actions and workflows.

Rule Groups

Conditions within a rule group can be combined using a specific operator, either "AND" or "OR". Once an operator is chosen for a rule group, only that operator can be used within that group.

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Your website should engage every visitor. Rep.ai can help.

Your first AI Sales Rep is waiting

Your website should engage every visitor. Rep.ai can help.

Your first AI Sales Rep is waiting

Your website should engage every visitor. Rep.ai can help.