Identified Visitor data
The send2crm 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. send2crm.personalization.setFacetWhensetSegmentWhen('IS_CONTACTED', function(visitor) { return Boolean(visitor.data.callDate); }); |
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Custom personalization data can be set for the current visitor by calling the send2crm Send2CRM library function:
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send2crm.personalization.setData('firstName', 'John'); |
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Subscribe to the send2crmDataChanged event to be notified when send2crm Send2CRM personalization data changes.
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