Identified Visitor data
The S4S Cloud Send2CRM service allows configuring custom values for personalization. These are returned with the response each time the visitor update is sent. For example, the Salesforce package may map Lead or Contact field values.
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All of the functionality below works for any visitor, but for an Anonymous Visitor you will only have access to the website data set. |
Set
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Segments from Personalized Data
You can use visitor data to determine when Facets Segments should be applied.
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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); }); |
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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 + '!');
}
}); |
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Custom personalization data can be set for the current visitor by calling the S4S Cloud Send2CRM library function:
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S4SCloudsend2crm.personalization.setData('firstName', 'John'); |
Listen for changes
Subscribe to the S4SCloudDataChanged send2crmDataChanged event to be notified when S4S Cloud Send2CRM personalization data changes.
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See Personalization Events for more details.