Yadda ake Shigewa da Adana ID ɗin Sadarwa na Salesforce tare da Forms na Gravity da WordPress

Siyarwar Samfuran Siyarwa ta WordPress

My Forungiyar Abokin Talla yana aiki tare da kungiyar kamfani a yanzu don aiwatar da Salesforce, Cloud Cloud, Mobile Cloud, da Ad Studio. Gidan yanar gizon su duk an gina su WordPress tare da nauyi Forms, ingantaccen tsari da kayan aikin sarrafa bayanai wadanda suke da tarin karfin aiki. Yayinda suke tura kamfe ta hanyar Cloud Cloud a email da Mobile Cloud a cikin SMS, muna daidaita lissafin su da kuma aiwatar dasu koyaushe don mika ID na Sadarwar Sadarwa zuwa kowane shafin saukowa tare da fom.

Ta hanyar wuce bayanan bayanan, zamu iya cika kowannensu nauyi Forms ƙaddamarwa tare da ɓoyayyen filin don kama ID ɗin Sadarwar Sadarwa don abokin ciniki ya iya fitar da bayanan ya shigo da sabunta bayanan zuwa cikin CRM ɗin su. Bayanan da zasu biyo baya zasu hada yawan bayanan na atomatik, amma a yanzu haka kawai muna son tabbatar da cewa an adana bayanan yadda yakamata.

Akwai wasu 'yan al'amuran da muke son haɗawa cikin wannan dabarun:

  • Mai amfani yana latsa hanyar haɗi a cikin imel ɗin da aka aika ta kamfen imel, kamfen ɗin SMS, ko tafiya abokin ciniki. Wancan URL ɗin yana da ID ɗin Sadarwa na Salesforce ta atomatik yana amfani da amfani da mai canza lissafin mai suna lambar sadarwa. Misali na iya zama:

https://yoursite.com?contactkey=1234567890

  • Theila shafin zuwa ba shi da fom a kai, saboda haka muna so mu adana ID na Sadarwar Sadarwar Salesforce a cikin kuki don a ciro shi daga baya a cikin Tsarin Nauyi.
  • Shafin makoma na iya samun nau'ikan Nauyin Nauyi akan sa, inda muke son haɓaka cikakken filin da ke da ID ɗin Saduwa na Salesforce.

Adana ID na Tuntuɓi Lambobin Salesforce a cikin Kuki a cikin WordPress

Don kama da adana ID na Sadarwar Sadarwa a cikin Kuki a cikin WordPress, za mu buƙaci ƙara lambar zuwa shafin ayyukanmu.php a cikin takenmu na aiki. Zamu sake sake rubuta wani ID na Sadarwar Sadarwa wanda zai iya kasancewa a cikin cookie na yanzu haka, tunda kamfanoni da yawa suna tsabtace bayanan, cire abubuwan, da sauransu:

function set_SalesforceID_cookie() {
 if (isset($_GET['contactkey'])){
  $parameterSalesforceID = $_GET['contactkey'];
  setcookie('contactkey', $parameterSalesforceID, time()+1209600, COOKIEPATH, COOKIE_DOMAIN, false);
 }
}
add_action('init','set_SalesforceID_cookie');

Amfani da wannan ƙugiya zai saita kuki ba tare da la’akari da ko akwai nau'i a shafin ba. Har ila yau, muna buƙatar cike duk wani ɓoyayyen Forms na ɓoyayyen filin amfani da gform_field_value_ {suna} Hanyar da kuki idan babu lambar ID na Sadarwar Sadarwa da aka wuce a cikin URL ɗin:

add_filter( 'gform_field_value_contactkey', 'populate_contactkey' );
function populate_utm_campaign( $value ) {
 if (!isset($_GET['contactkey'])){
   return $_COOKIE['contactkey'];
 }
}

Wannan wata kuki na farko, kuma, wanda shine fa'ida a gare mu.

Dingara Fayil ɗin Saduwa na ID ɗin Sadarwar Sadarwa a cikin Sigogin Nauyi

A tsakanin nauyi Forms form, zaku so ƙara wani filin ɓoye:

Siffofin nauyi suna ƙara filin ɓoye

Sa'an nan, a kan ku filin ɓoye, Za ku so su kafa da Advanced zaɓi na kafa your filin da za a lugar da kuzari tare da querystring m lambar sadarwa. Idan wannan yayi ba komai… shine. A yayin da baƙo ya toshe bin diddigin ta hanyar cookies, har yanzu za mu iya cika filin ɓoyayyiyar tare da canjin yanayin:

siffofin nauyi masu ɓoyayyen fili sun cika wuraren bincike

Siffofin nauyi suna da tarin wasu prepopulation za preu options optionsukan cewa zaku iya haɗawa cikin tsari a kan rukunin yanar gizon su.

Aiwatarwa Ingantawa

  • Cire Caching Akan Shafukan Forms Na Nauyi - idan Forms of Grams yana kan shafin da aka adana, ba zaku iya mamaye filinku da sannu-sannu ba. Wannan sanannen batun ne kuma, alhamdu lillahi, wani ya gina fulogi wanda ke tabbatar da kowane shafi mai cike da Forms na Gravity ba'a adana shi, Sabobin sabo don Nauyi. Tabbas, damuwa daya tare da wannan shine idan kana loda fom a kowane shafi na rukunin gidan yanar gizanka… zai iya musanya caching a duk fadin duniya.
  • Siffofin Nauyin Na'urar Cookie - Akwai wani tsoho plugin wanda ba'a buga shi akan ma'ajiyar WordPress ba amma akwai lambar da zaku iya ƙarawa a rukunin yanar gizonku kuma yana adana kowane mai canza lissafin zuwa kuki. Ban gwada shi ba, amma ya bayyana aiki.
  • -Ara Sigar Tallace-tallacen Salesari - Na ɗan yi takaici da cewa Nauyukan Nauyi ba su da haɗin kai na Salesforce a wannan lokacin, kuma zai yi kyau a haɗa cookies a cikin wannan aiwatarwar. Ina fatan ina da lokacin da zan bunkasa wannan! Suna bayar da Zarin Zapier wanda zai iya haɗawa tare da Salesforce, amma ban gwada shi ba.

Tare da wannan daidaitawar, yanzu muna adana ID ɗin Saduwa na Salesforce azaman kuki kuma yana ƙaddamar da duk wani nau'ikan bayanan Tsarin. Koda koda mai amfani ya bar shafin kuma ya dawo a wani zaman, an saita kuki kuma zai mamaye filin Sifofin Samun nauyi.

Me kuke tunani?

Wannan shafin yana amfani da Akismet don rage spam. Koyi yadda aka sarrafa bayanan bayaninka.