Yuav Ua Li Cas Dhau thiab Khaws Daim Ntawv Muag Khoom Muag Lub Npe nrog cov qauv ntaub ntawv thiab WordPress

Salesforce Lub ntiajteb txawj nqus Cov ntawv WordPress

My Salesforce Partner chaw ua haujlwm tab tom ua haujlwm nrog lub koom haum kev lag luam tam sim no los siv rau Kev Muag Khoom, Kev Lag Luam Huab, Mobile Huab, thiab Ad Studio. Lawv cov vev xaib yog tsim los rau WordPress nrog Lub ntiajteb txawj nqus Cov ntaub ntawv, ib daim ntawv zoo heev thiab cov ntaub ntawv tswj lub cuab yeej uas muaj lub zog ntawm lub peev xwm. Raws li lawv siv cov phiaj xwm los ntawm Kev Lag Luam Huab hauv email thiab Mobile Cloud hauv SMS, peb tau teeb tsa lawv cov nyiaj thiab cov txheej txheem kom nco ntsoov dhau los ntawm Salesforce Contact ID rau txhua qhov tsaws nrog daim foos.

Los ntawm kis cov ntaub ntawv sib cuag, peb tuaj yeem nyob txhua Lub ntiajteb txawj nqus Cov ntaub ntawv kev xa nrog thaj chaw zais cia kom ntes tau Tus Neeg Muag Khoom Sib Koom Tes ID kom tus neeg yuav xa tau cov ntaub ntawv thiab import cov ntaub ntawv hloov kho tshiab rau hauv lawv CRM. Tom qab ntawv tawm tswv yim yuav suav nrog cov pej xeem tsis siv neeg ntawm cov ntaub ntawv, tab sis rau tam sim no peb tsuas yog xav kom ntseeg tau tias cov ntaub ntawv tau raug khaws cia tsim nyog.

Muaj qee qhov xwm txheej uas peb xav ua kom haum rau hauv lub tswv yim no:

  • Ib tus neeg siv nyem qhov txuas hauv email xa los ntawm email kev sib tw, SMS phiaj xwm, lossis neeg taug kev. Qhov URL ntawd muaj Salesforce Contact ID ncaj qha los siv siv cov lus nug uas muaj npe xov tooj hu dabCov. Ib qho piv txwv yuav yog:

https://yoursite.com?contactkey=1234567890

  • Cov nplooj ntawv nplooj ntawv yuav tsis muaj daim ntawv rau nws, yog li peb xav khaws Salesforce Contact ID rau hauv cov khaub noom kom nws tuaj yeem muab rho tawm tom qab hauv Daim Ntawv Tsim.
  • Cov nplooj ntawv nplooj ntawv tej zaum yuav muaj daim ntawv Cov Khauj Qhab Ua qauv rau nws, qhov uas peb xav kom dynamically populate thaj chaw zais uas muaj cov Muag Muag hu rau ID.

Khaw Cov Muag Rau Lub Tuam Yeem Muag khoom ID hauv ib lub ncuav qab zib hauv WordPress

Txhawm rau txhom thiab khaws cia Salesforce Contact ID hauv Cov Ncuav Qab Zib hauv WordPress, peb yuav xav ntxiv cov lej rau peb cov nplooj ntawv functions.php hauv peb cov ntsiab lus tseem ceeb. Peb tab tom yuav sau dua ib qho Salesforce Contact ID uas twb muaj nyob hauv ib qho khoom qab zib uas twb muaj lawm lawm, vim ntau lub tuam txhab ntxuav cov ntaub ntawv, tshem cov luam tawm, thiab lwm yam:

function set_SalesforceID_cookie() {
 if (isset($_GET['contactkey'])){
  $parameterSalesforceID = $_GET['contactkey'];
  setcookie('contactkey', $parameterSalesforceID, time()+1209600, COOKIEPATH, COOKIE_DOMAIN, false);
 }
}
add_action('init','set_SalesforceID_cookie');

Siv tus nuv no yuav teev cov khaub noom tsis hais seb puas muaj daim foos los tsis sau. Peb kuj yuav tsum tau ntxiv txhua yam Gravity Forms hidden field siv daim gform_field_value_ {npe} tus qauv thiab cov kua nplaum qab yog tias tsis muaj Salesforce Hu rau tus lej tau dhau hauv qhov URL:

add_filter( 'gform_field_value_contactkey', 'populate_contactkey' );
function populate_utm_campaign( $value ) {
 if (!isset($_GET['contactkey'])){
   return $_COOKIE['contactkey'];
 }
}

Qhov no yog ib thawj-tog khaub noom, zoo li, uas yog ib qho kev zoo rau peb.

Ntxiv Cov Muag Muag Khoom Hu Tau Rau Tus ID Nkag Mus Ncig Hauv Daim Ntawv Cuam Tshuam

Tsis pub dhau a Lub ntiajteb txawj nqus Cov ntaub ntawv daim ntawv, koj yuav xav ntxiv ib zais teb:

cov qauv faus ntxiv tshav zais

Tom qab ntawd, ntawm koj zais teb, koj yuav xav tau tsim qhov Advanced Kev xaiv ntawm teeb tsa koj thaj teb yuav tsum tau dynamically nrog koj querystring nce mus nce los xov tooj hu dabCov. Yog tias qhov no tsis tsim nyog… nws yog. Thaum muaj qhua tuaj cuam tshuam taug qab cov ncuav qab zib, peb tseem tuaj yeem ntim thaj teb uas zais cia nrog cov lus nug sib txawv:

lub ntiajteb txawj nqus daim ntawv muab zais zais lus nug ntxiv

Lub ntiajteb txawj nqus Cov ntawv muaj ton ntawm lwm prepopulation xaiv tias koj tuaj yeem sau programmatically rau ntawm lawv lub xaib.

Kev Txhim Kho Kom Txhim Kho

  • Tshem Tawm Caching Ntawm Daim Ntawv Cuam Tshuam Cov Nplooj Ntawv - Yog tias Cov Ntawv Sib Tsoo muaj nyob ntawm nplooj ntawv cached, koj yuav tsis muaj zog ntxiv hauv koj thaj teb. Qhov no yog qhov teebmeem paub thiab ua tsaug, muaj ib tus neeg tsim lub plugin uas ua kom txhua nplooj ntawv nrog Daim Ntawv Sau Cov Ntaub Ntawv Tsis yog cached, Cov Ntawv Tawm Tshiab rau Lub Ntiaj TebCov. Tau kawg, ib qhov kev txhawj xeeb nrog qhov no yog tias koj tab tom thauj khoom ib daim foos ntawm txhua nplooj ntawv ntawm koj lub xaib ... nws yuav cia li xiam cov ntaub ntawv chaw thoob plaws.
  • Lub ntiajteb txawj nqus Cov Ntawv Cim Khaub Naus Kua Cug - Muaj qhov qub plugin uas tsis tau tshaj tawm ntawm WordPress qhov chaw cia tab sis tus muaj cai uas koj tuaj yeem ntxiv rau koj lub xaib thiab nws khaws cov lus nug uas txawv rau ib qho khoom qab zib. Kuv tsis tau sim nws, tab sis nws zoo li ua.
  • Lub ntiajteb txawj nqus Cov Ntawv Muag Khoom Ntxiv-Rau - Kuv poob siab me ntsis tias Daim Ntawv Sib Tsoo Cov ntawv tsis muaj kev ua haujlwm muag muag rau ntawm lub sijhawm no, thiab nws yuav zoo heev rau kev koom ua ke cov ncuav qab zib hauv kev siv ntawd. Kuv vam tias kuv muaj sijhawm los tsim qhov no! Lawv muab a Zapier ntxiv-ntawm uas tuaj yeem ua ke nrog Salesforce, tab sis kuv tsis tau sim nws.

Nrog rau qhov kev teeb tsa no, peb tam sim no khaws cov Muag Khoom Hu rau ID li cov khoom qab zib thiab cov ntaub ntawv twg hauv Gravity Forms cov ntaub ntawv nrog nws. Txawm hais tias tus neeg siv tawm ntawm qhov chaw thiab rov qab los rau hauv lwm qhov kev sib ntsib, cov khoom qab zib tau teeb tsa thiab yuav npaj rau qhov Gravity Forms teb.

Yuav ua li cas koj xav hais tias?

Qhov Web site no siv Akismet los txo cov kev pabcuam. Kawm li cas koj cov ntaub ntawv tawm tswv yim tiav.