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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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Info

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.

Code Block
languagejs
// 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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Code Block
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:

Code Block
languagejs
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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