Mokhoa oa ho Fetisa le ho Boloka ID ea Khokahano ea Salesforce ka Mefuta ea Gravity le WordPress

Salesforce Mefuta ea Matla a khoheli WordPress

My Setsi sa Salesforce Partner e sebetsa le mokhatlo o hlophisitsoeng hona joale ho kenya ts'ebetsong Salesforce, Cloud Cloud, Mobile Cloud le Ad Studio. Liwebosaete tsa bona kaofela li hahiloe holim'a tsona Wordpress le matla a khoheli Mefuta, sesebelisoa se setle le sesebelisoa sa taolo ea data se nang le bokhoni. Ha ba ntse ba tsamaisa matšolo ka ho bapatsa leru ka imeile le ka Cloud Cloud ka SMS, re ntse re hlophisa ak'haonte ea bona le lits'ebetso ho fetisa Salesforce Contact ID ho leqephe lefe kapa lefe le nang le foromo.

Ka ho fetisa tlhaiso-leseling eo re ka ikopanyang le eona, re ka lula ho e ngoe le e ngoe matla a khoheli Mefuta tlhahiso le tšimo e patiloeng ho hapa Salesforce Contact ID e le hore moreki a khone ho romella data le ho kenya tlhaiso-leseling e ntlafalitsoeng ho CRM ea bona. Liphetolelo tsa morao-rao li tla kenyelletsa palo e iketsang ea data, empa hajoale re batla feela ho netefatsa hore data e bolokiloe hantle.

Ho na le maemo a 'maloa ao re batlang ho a kenyelletsa leanong lena:

  • Mosebelisi o tobetsa sehokelo ho lengolo-tsoibila le rometsoeng ka lets'olo la lengolo tsoibila, lets'olo la SMS, kapa leeto la moreki. URL eo e na le Salesforce Contact ID ka boiketsetso e sebelisitsoeng ka mokhoa o fapaneng oa lipotso o bitsoang ikopanye le. Mohlala e ka ba:

https://yoursite.com?contactkey=1234567890

  • Leqephe leo u eang ho lona le kanna la se be le foromo ho lona, ​​ka hona re batla ho boloka Salesforce Contact ID ka hara kuku hore e tle e ntšoe hamorao ka har'a Foromo ea Gravity.
  • Leqephe leo u eang ho lona le kanna la ba le foromo ea Gravity Foromo, moo re batlang ho hlahisa tšimo e patiloeng e nang le Salesforce Contact ID.

Ho boloka ID ea Khoebo ea Salesforce ka Cookie ka WordPress

Ho hapa le ho boloka Salesforce Contact ID ka Cookie ho WordPress, re tla hloka ho eketsa khoutu ho leqephe la rona la works.php ka sehlooho sa rona se sebetsang. Re tla hlakola ID efe kapa efe ea Khoebo ea Salesforce e kanna ea ba e ntse e le ho cookie e seng e ntse e le teng, kaha lik'hamphani tse ngata li hloekisa lirekoto, li tlosa likopi, jj.

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');

Ho sebelisa hakisi ena ho tla beha cookie ntle le hore na foromo e teng kapa che leqepheng lena. Re boetse re hloka ho tlatsa tšimo efe kapa efe e patiloeng ea Gravity re sebelisa file ea gform_field_value_ {lebitso} mokhoa le cookie haeba ho se na Salesforce Contact ID e fetisitsoeng ho URL:

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

Ena ke kuku ea mokha oa pele, hape, e leng molemo ho rona.

Ho eketsa tšimo e patiloeng ea Salesforce Contact ho liforomo tsa matla a khoheli

Ka hare ho matla a khoheli Mefuta foromo, o tla batla ho eketsa tšimo e patiloeng:

Mefuta ea khoheli e eketsa tšimo e patiloeng

Ebe ho ea hau tšimo e patiloeng, O tla batla ho beha khetho e tsoetseng pele ea ho beha tšimo ea hau hore e lule ka matla le ho feto-fetoha ha lipotso tsa hau ikopanye le. Haeba sena se utloahala se sa hlokahale… ho joalo. Ha moeti a ka thibela ho latedisa ka li-cookies, re ntse re ka lula sebakeng se patiloeng ka phapano ea lipotso:

matla a khoheli a hlahisa tšimo e patiloeng e hlahisa lipotso

Mefuta ea matla a khoheli e na le lithane tse ling likhetho tsa pele ho nako hore o ka kenyelletsa lenaneong sebakeng sa bona sa marang-rang.

Lintlafatso tsa ho kenya ts'ebetsong

  • Tlosa maqephe a Caching On Gravity Foromo - haeba Gravity Foromo e le leqepheng le bolokiloeng, u ke ke ua tlatsa tšimo ea hau ka matla. Ena ke taba e tsebahalang mme, ka lehlohonolo, motho e mong o hahile plugin e netefatsang hore leqephe lefe kapa lefe le nang le foromo ea Gravity Foromo ha e bolokiloe, Mefuta e Mecha ea Matla a khoheli. Ehlile, e mong ngongorehisa ka sena ke haeba u ntse u laela foromo leqepheng le leng le le leng la sebaka sa hau sa marang-rang… e tla thibela caching setewide.
  • Gravity Foromo Cookie Plugin - Ho na le plugin ea khale e sa phatlalatsoang polokelong ea WordPress empa file ea khoutu e teng eo u ka e kenyang sebakeng sa hau sa marang-rang 'me e boloka phetoho efe kapa efe ea lipotso ho cookie. Ha ke e leke, empa ho bonahala e sebetsa.
  • Matla a khoheli Foromo ea Salesforce On-On - Ke nyahame hanyane hore Mefuta ea Gravity ha e na kopanyo ea semmuso ea Salesforce hona joale, mme ho ka ba hotle ho kenyelletsa li-cookie ts'ebetsong eo. Ke lakatsa eka nka be ke na le nako ea ho ntšetsa pele sena! Ba fana ka Keketso ea Zapier e ka kopanang le Salesforce, empa ha ke so e leke.

Ka tlhophiso ena, joale re boloka Salesforce Contact ID e le cookie mme re hlahisa data efe kapa efe ea Gravity Foromo ka eona. Le ha mosebelisi a tsoa sebakeng sena sa marang-rang ebe o khutla kopanong e ngoe, cookie e hlophisitsoe mme e tla etsa hore tšimo ea Gravity Foromo e be teng pele.

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