This demonstrates how to use Send2CRM to identify a website visitor against an existing Lead. In this example we send out an email to Leads that already exist in Salesforce, but are not yet identified as Send2CRM visitors.
This is also an alternative to the built-in visitor id URL parameter for identifying visitors across different browsers and devices.
URL parameters
The individual link may be something like:
https://example.com/clickthrough?leadid=00Q5g000007FikMAAS
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If you You probably don’t want to expose the actual Lead Id, use a custom external Id or some other unique field such as a hash. |
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This example uses a Lead, but it could be any other standard or custom object. See Custom Identification Object for more details. |
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Set Salesforce field to Lead ID.
Set Form field field to use the Data accessor
leadid.Set Inbound Mapping to Identity Matching key.
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This mapping will identify a visitor any time it finds an existing Lead matched by the passed leadid value. It will never create a Lead. |
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