Pehea e Pass a mālama ai i kahi ID hulina Salesforce me nā Form Gravity a me WordPress

Nā Kūlana ume Salesforce WordPress

My ʻOihana ʻoihana ʻo Salesforce ke hana nei me kahi ʻoihana ʻoihana i kēia manawa e hoʻokō i ka Salesforce, Marketing Cloud, Mobile Cloud, a me Ad Studio. Kūkulu ʻia kā lākou pūnaewele WordPress me umekaumaha Hoʻopihapiha, kahi ʻano maikaʻi a me ka pono hana hoʻokele ʻikepili i loaʻa he tona o nā hiki. Ke hoʻonohonoho nei lākou i nā hoʻolaha ma o Marketing Cloud ma ka leka uila a me Mobile Cloud ma SMS, ke hoʻonohonoho nei mākou i kā lākou moʻokāki a me nā kaʻina hana e hāʻawi mau i ka ID Hoʻokaʻaʻike Salesforce i kekahi ʻaoʻao pae me kahi palapala.

Ma o ka hala ʻana i ka ʻikepili pili, hiki iā mākou ke noho i kēlā me kēia umekaumaha Hoʻopihapiha waiho me kahi kahua hūnā e hopu i ka Salesforce Hoʻokaʻaʻike ID i hiki i ka mea kūʻai aku ke hoʻokuʻu aku i ka ʻikepili a lawe mai i ka ʻike hou i loko o kā lākou CRM. Ma hope e hoʻopili nā iterations i kahi heluna kanaka o ka ʻikepili, akā no kēia manawa makemake wale mākou e hōʻoia i ka mālama pono ʻana o ka ʻikepili.

Aia kekahi mau hiʻohiʻona e makemake mākou e hoʻopili i kēia kumumanaʻo:

  • Kaomi aku kahi mea hoʻohana i kahi loulou i kahi leka uila i hoʻouna ʻia ma o kahi pāʻina leka uila, hoʻouka SMS, a huakaʻi mea kūʻai aku. Hoʻopili ʻia kēlā URL i ka Salesforce Hoʻokaʻaʻike ID e hoʻohana nei i kahi ʻano querystring variable i kapa ʻia kāʻei pili. ʻO kahi laʻana:

https://yoursite.com?contactkey=1234567890

  • ʻAʻohe paha palapala ma luna o ka ʻaoʻao mākaʻikaʻi, no laila makemake mākou e mālama i ka Salesforce Hoʻokaʻaʻike ID i loko o kahi kuki i hiki ai ke unuhi ʻia ma hope o kahi Gravity Form.
  • Aia paha i ka ʻaoʻao huakaʻi kahi palapala Gravity Forms ma luna, kahi e makemake ai mākou e hoʻopihapiha i kahi māla hūnā e loaʻa iā Salesforce Hoʻokaʻaʻike ID.

Ke mālama nei i kahi ID kāhea Salesforce i kahi Kuki ma WordPress

E hopu a mālama i ka ID Hoʻokaʻaʻike Salesforce i kahi Kuki ma WordPress, pono mākou e hoʻohui i ke code i kā mākou ʻaoʻao.php ʻaoʻao i kā mākou kumuhana hana. E kālele ana mākou i kekahi Kahi Hoʻokaʻaʻike Salesforce i hiki i kahi kuki e kū nei hoʻi, ʻoiai he nui nā ʻoihana e hoʻomaʻemaʻe i nā moʻolelo, hemo i nā mea i hana ʻia, a pēlā aku

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');

ʻO ka hoʻohana ʻana i kēia lou e hoʻonoho ai i kahi kuki me ka nānā ʻole inā paha aia kahi palapala ma ka ʻaoʻao. Pono mākou e hoʻopihapiha i kekahi ʻano Gravity Forms i hūnā ʻia ma ka hoʻohana ʻana i ka gform_field_value_ {inoa} ke ʻano hana a me ke kuki inā ʻaʻohe ID Hoʻokaʻaʻike Salesforce i hala i ka URL:

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

Kēia mea he kuki ʻaoʻao mua, ʻo ia hoʻi, ka mea e pōmaikaʻi ai iā mākou.

Ke hoʻohui nei i kahi Salesforce Hoʻokaʻaʻike ID Kahua Hūnā ʻia i nā ʻano Gravity

I loko a umekaumaha Hoʻopihapiha palapala, makemake ʻoe e hoʻohui a kahua huna:

pākuʻi ʻia nā palapala umekaumaha i kahua huna

A laila, ma kāu kahua huna, makemake ʻoe e hoʻonohonoho i ke koho kiʻekiʻe loa o ka hoʻonohonoho ʻana i kāu kahua e noho nui ʻia me kāu loli querystring kāʻei pili. Inā kani iki kēia ... ʻo ia. Inā hiki i kahi mea kipa ke hoʻopaʻa i ka huli ʻana ma o nā kuki, hiki iā mākou ke noho i ka wahi huna me ka loli querystring:

umekaumaha hana i hūnā ʻia kahua huna populata querystring

Loaʻa nā tona o nā ʻano ʻo Gravity Forms nā koho prepopulation hiki iā ʻoe ke hoʻokomo papahana ma kā lākou pūnaewele.

Nā Hoʻohou Hoʻohou

  • Wehe i ka ʻaoʻao ʻana ma nā ʻaoʻao umekaumaha - inā ma kahi ʻaoʻao cache nā kiʻi ʻo Gravity, ʻaʻole ʻoe e noho dynamically i kāu kahua. ʻO kēia kahi pilikia i ʻike ʻia a, mahalo, ua kūkulu kekahi i kahi plugin e hōʻoia i ka ʻole cache o kekahi ʻaoʻao me kahi palapala Gravity, Nā ʻano hou no ka umekaumaha. ʻOiaʻiʻo, hoʻokahi mea hopohopo me kēia inā ʻoe e hoʻouka nei i kahi palapala ma kēlā me kēia ʻaoʻao o kāu pūnaewele ... e hoʻopau ʻole ia i ka caching sitewide.
  • ʻO ka Gravity Forms Cookie Plugin - Aia kahi plugin kahiko i paʻi ʻole ʻia ma ka waihona WordPress akā ʻo ka loaʻa ke code i hiki iā ʻoe ke hoʻohui i kāu pūnaewele a mālama ia i kekahi loli querystring i kahi kuki. ʻAʻole wau i hoʻāʻo, akā ʻike ʻia ke hana nei.
  • Hoʻohui Hoʻonui ʻo Formfor Salesforce - Ua hoʻohoka iki wau i ka loaʻa ʻole o kahi Gravity Forms i kahi hoʻohui Salesforce kūhelu i kēia manawa, a he mea maikaʻi e hoʻokomo i nā kuki i kēlā hoʻokō. Makemake wau e loaʻa ka manawa e hoʻomohala ai i kēia! Hāʻawi lākou i kahi Zapier add-on i hiki ke hoʻohui me Salesforce, akā ʻaʻole wau i hoʻāʻo.

Me kēia hoʻonohonoho ʻana, ke mālama nei mākou i ka Salesforce Hoʻokaʻaʻike ID ma ke ʻano he kuki a hoʻopiha ʻia me kekahi ʻikepili Gravity Forms me ia. ʻOiai haʻalele ka mea hoʻohana i ka pūnaewele a hoʻi i kahi kau ʻē aʻe, hoʻonohonoho ʻia ke kuki a prepopulate i ka kahua o ka Gravity Forms.

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