Ungayiphasa kanjani futhi uyigcine kanjani i-ID yokuxhumana ne-Salesforce namaFomu eGravity ne-WordPress

AmaSalesforce Gravity Forms WordPress

My I-ejensi ye-Salesforce Partner isebenza nenhlangano yebhizinisi njengamanje ukusebenzisa i-Salesforce, i-Marketing Cloud, i-Mobile Cloud, ne-Ad Studio. Amawebhusayithi abo wonke akhelwe phezu kwawo WordPress nge Gravity Amafomu, ifomu elihle nokuphathwa kwedatha elinamandla amaningi. Njengoba bethumela imikhankaso nge-Marketing Cloud ku-imeyili naku-Cloud Cloud ku-SMS, silungiselela i-akhawunti yabo nezinqubo zokudlulisa njalo i-ID yokuxhumana ye-Salesforce kunoma iliphi ikhasi lokufika elinefomu.

Ngokudlulisa imininingwane yokuxhumana, singagcwalisa ngayinye Gravity Amafomu ukuhanjiswa ngenkundla efihliwe ukuthwebula i-ID yokuxhumana yakwaSalesforce ukuze iklayenti lithumele imininingwane futhi lingenise imininingwane ebuyekeziwe kuCRM yabo. Ukuphindaphindwa kwesikhathi kuzobandakanya inani labantu elizenzekelayo ledatha, kepha okwamanje sifuna nje ukuqinisekisa ukuthi idatha igcinwa ngokufanele.

Kunezimo ezimbalwa esifuna ukuzifaka kuleli su:

  • Umsebenzisi uchofoza isixhumanisi ku-imeyili ethunyelwe ngomkhankaso we-imeyili, umkhankaso we-SMS, noma uhambo lwamakhasimende. Leyo URL ine-ID yokuxhumana ye-Salesforce ifakwa ngokuzenzakalela isebenzisa ukuguquguquka kombuzo okuqanjwe ngegama ikhibhodi yokuxhumana. Isibonelo kungaba:

https://yoursite.com?contactkey=1234567890

  • Ikhasi lapho uya khona kungenzeka lingabi nayo ifomu kulo, ngakho-ke sifuna ukugcina i-ID yokuXhumana ne-Salesforce kukhukhi ukuze ikwazi ukukhishwa ngokuhamba kwesikhathi ngaphakathi kweFomu leGravity.
  • Ikhasi lapho uya khona lingahle libe nefomu lamaGravity kuwo, lapho sifuna ukufaka khona inkambu enamandla efihliwe ene-ID ye-Salesforce.

Ukugcina i-ID yokuxhumana ne-Salesforce ku-Cookie ku-WordPress

Ukuthwebula nokugcina i-ID yokuxhumana ye-Salesforce ku-Cookie ku-WordPress, kuzodingeka sengeze ikhodi ekhasini lethu le-works.php kungqikithi yethu esebenzayo. Sizobhala ngaphezulu noma iyiphi i-ID yokuxhumana yakwaSalesforce okungenzeka ukuthi isivele ikwi-cookie ekhona, ngoba izinkampani eziningi zihlanza amarekhodi, zisuse izimpinda, njll.

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');

Ukusebenzisa le hook kuzosetha ikhukhi kungakhathalekile ukuthi ifomu likhona noma cha ekhasini. Sidinga futhi ukugcwalisa noma iyiphi inkambu efihliwe yamaFomu we-Gravity sisebenzisa i- gform_field_value_ {igama} indlela nekhukhi uma ingekho i-ID yokuxhumana ne-Salesforce edluliswa ku-URL:

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

Lokhu yi ikhukhi leqembu lokuqala, futhi, okunenzuzo kithi.

Ukungeza i-ID efihliwe ye-ID ye-Salesforce kumafomu e-Gravity

Ngaphakathi a Gravity Amafomu form, uzofuna ukwengeza ifayela le- inkambu efihliwe:

amafomu adonsela phansi engeza inkambu efihliwe

Khona-ke, ku-yakho inkambu efihliwe, uzofuna ukusetha inketho Ethuthukile yokusetha inkambu yakho ukuthi igcwale ngamandla ngokuguquguquka kombuzo wakho ikhibhodi yokuxhumana. Uma lokhu kuzwakala kungafuneki… kunjalo. Uma kwenzeka isivakashi sivimba ukulandela ngomkhondo ngamakhukhi, sisengakwazi ukufaka insimu efihliwe ngokuhluka kombuzo:

amafomu adonsela phansi enza inkundla yombuzo efihlekile

Amafomu eGravity anethoni lokunye izinketho zangaphambi kwesikhathi ukuthi ungafaka futhi ngokuhlelekile kusayithi labo.

Ukuthuthukiswa Kokuqalisa

  • Susa amakhasi e-Caching On Gravity Amafomu - uma amafomu eGravity asekhasini eligcinwe kunqolobane, ngeke ugcwalise insimu yakho ngamandla. Le yinkinga eyaziwayo futhi, ngokubonga, othile wakha i-plugin eqinisekisa ukuthi noma yiliphi ikhasi elinefomu lamaFomu eGravity aligciniwe, Amafomu amasha we-Gravity. Vele, ukukhathazeka okukodwa ngalokhu ukuthi ngabe ulayisha ifomu kuwo wonke amakhasi esayithi lakho… ngokuyisisekelo kuzokhubaza ukulondolozwa kwesikhashana endaweni ebanzi.
  • I-plugin ye-Gravity Forms Cookie - Kukhona i-plugin endala engashicilelwanga endaweni yokugcina ye-WordPress kepha ifayela le- Ikhodi iyatholakala ongayengeza kusayithi lakho futhi igcina noma yikuphi ukuguquguquka kombuzo ku-cookie. Angikaze ngiyivivinye, kepha kubonakala kuyacubungulwa
  • Amafomu Okudonsela phansi Ama-Addforce On-On - Ngidumele kakhulu ukuthi Amafomu eGravity awanakho ukuhlanganiswa okusemthethweni kwe-Salesforce kuleli qophelo, futhi kungakuhle ukufaka amakhukhi kulokho kuqaliswa. Ngifisa sengathi ngabe nginesikhathi sokwenza lokhu! Banikela nge- Isengezo se-Zapier esingahlangana ne-Salesforce, kepha angikayihloli.

Ngalokhu kulungiselelwa, manje sigcina i-ID yokuxhumana yakwaSalesforce njengekhukhi futhi sigcwalisa noma iyiphi idatha yamaFomu eGravity ngayo. Noma umsebenzisi eshiya isiza abuye kwesinye isikhathi, ikhukhi isethwe futhi izokwazisa inkambu yamaFomu eGravity.

UCABANGANI?

Le sayithi isebenzisa i-Akismet ukunciphisa ugaxekile. Funda ukuthi idatha yakho yokuphawula isetshenziswa kanjani.