Conditions apply to Goal form Mapping and Facet automation, to determine when to apply values to the Visitor. A range of options are available to test different objects and properties.
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Add Condition
Click Add Condition… to bring up the form. Enter the required values and click Save Condition. The changes will be reflected on screen immediately.
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The fields will change depending on the selected Condition Test. Dropdown selections will also be provided relevant to the test where possible. |
Condition Types
The matrix below shows the conditions available.
Condition | Form submission | Visitor | Session | Session Event |
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Form identifier | x | |||
Form target field | x | |||
Form raw data | x | |||
Visitor FacetSegment | x | x | x | x |
Visitor Goal | x | x | x | x |
Visitor Stat | x | x | x | x |
Visitor field | x | x | x | x |
Visitor raw data | x | x | x | x |
Session Stat | x | x | ||
Session field | x | x | ||
Session raw data | x | x | ||
Event type | x | |||
Event raw data | x |
The field and raw data conditions allow you to specify any mapped object field or available data accessor to compare. For example, a form submission mapped to a Lead may check the value of any mapped Lead field.
Visitor field conditions also allow checking values on related objects, e.g. Lead or Contact. The dropdown field helper will display related fields prefixed with the relationship name.
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The Goal and Stat conditions check for the presence of a Goal or Stat by name, and compare the numeric value. The Facet Segment condition checks for the presence of the FacetSegment.
The Event conditions allow processing detailed Event data not normally saved to Salesforce.
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Operators are only supported for data types where they make sense; for example Contains is useful for strings but not so much for numbers or dates.
Comparison values
S4S Cloud automatically detects and converts data types Data types are automatically detected and converted where possible, supporting numbers, date(/time)s and boolean values in addition to strings. You can also specify different types of values as below, depending on the type of condition.
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The Form identifier condition automatically loads the identifiers from all saved mappings to choose from. You can still enter a value manually by choosing Specify: from the list.
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Text
To supply multiple values for the Includes operator, separate the values with a comma, e.g. value1,value2.
This option can be used for Boolean values using true or false text.
Number
Numeric input only, e.g. for Goal values or Stat counts.
Date
Provides a date picker for setting a date and time value.
Field
Provides a dropdown of available Visitor and related object fields whose value can be used in a condition.
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Values may not be available during form submissions if there is no identified Visitor or the Visitor is newly identified. Null values will be used for comparison in this case. |