Immediate visitor update

During normal operation Send2CRM visitor updates are send periodically, if required, at the configured frequency. However it is also possible to force an immediate update if required, for identified visitors only.

Abuse of this feature has the potential to cause issues with excessive load and/or limits at the service, particularly within Salesforce.

To send an immediate update for the current visitor, for example on click of an icon or button:

updateIcon.addEventListener('click', (evt) => {
  // Send visitor data (and receive personalization) now.
  // The optional chaining (?) operator avoids errors when analytics is not available.
  send2crm.analytics?.visitor.sendToService();
});

This might be combined with the personalized message example to provide real-time feedback to a visitor during a sales call via a discreet button.

Send2CRM Documentation

Immediate visitor update

Analytics

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