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Identified Visitor data
The Send2CRM service allows configuring custom values for Personalizationpersonalization. These are returned with the response each time the Visitor visitor update is sent. For example, the Salesforce package may map Lead or Contact field values.
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| Note |
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The Visitor can access any Personalization personalization values using their browser inspector. Don’t Do not map sensitive information that you don’t want the visitor to see. |
| Info |
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All of the functionality below works for any visitor, but for an Anonymous Visitor to seeyou will only have access to the website data set. |
Set
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Segments from Personalized
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Data
You can use Visitor visitor data to determine when Facets Segments should be applied.
| Code Block | ||
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// Apply the Personalization facetSegment 'IS_CONTACTED' when the Visitor has a recorded phone call. S4SCloudsend2crm.personalization.setFacetWhensetSegmentWhen('IS_CONTACTED', function(visitor) { return Boolean(visitor.data.callDate); }); |
Access Personalized
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Data Directly
| Code Block |
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window.addEventListener('load', (evt) => {
// Display a welcome back message on page load.
let visitorName = S4SCloudsend2crm.analytics?.visitor.data.firstName;
if (visitorName) {
alert('Welcome back, ' + visitorName + '!');
}
}); |
Custom data
Custom personalization data can be set for the current visitor by calling the Send2CRM library function:
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send2crm.personalization.setData('firstName', 'John'); |
Listen for changes
Subscribe to the send2crmDataChanged event to be notified when Send2CRM personalization data changes.
See Personalization Events for more details.