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.

Daniel Ternyak
November 27, 2023

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.

‍