Momwe Mungadutse ndi Kusungitsa ID Yogwirizana ndi Salesforce yokhala ndi Mafomu a Gravity ndi WordPress

Salesforce Gravity Amafomu WordPress

My Bungwe la Salesforce Partner ikugwira ntchito ndi bungwe lazamalonda pakali pano kuti ligwiritse ntchito Salesforce, Marketing Cloud, Mobile Cloud, ndi Ad Studio. Mawebusayiti awo onse amamangidwa WordPress ndi yokoka Mafomu, mawonekedwe osangalatsa komanso chida chogwiritsa ntchito deta chomwe chili ndi matani angapo. Pamene akugwiritsa ntchito makampeni kudzera mu Marketing Cloud mu imelo ndi Mobile Cloud mu SMS, tikukonzekera akaunti yawo ndi njira zake kuti nthawi zonse azitha kutumiza Salesforce Contact ID patsamba lililonse lokhala ndi mawonekedwe.

Mwa kudutsa zidziwitso, titha kudzaza aliyense yokoka Mafomu kutumiza ndi gawo lobisika kuti mulandire ID ya Salesforce Contact kuti kasitomala athe kutumiza zidziwitsozo ndikutumiza zomwe zasinthidwa ku CRM yawo. Kusintha kwamtsogolo kudzaphatikizira kuchuluka kwa zidziwitso, koma pakadali pano tikungofuna kuwonetsetsa kuti zosungidwazo zasungidwa moyenera.

Pali zochitika zingapo zomwe tikufuna kuyika mu njirayi:

  • Wogwiritsa ntchito amangodina ulalo mu imelo yomwe imatumizidwa kudzera mu kampeni ya imelo, kampeni ya SMS, kapena ulendo wamakasitomala. Ulalo umenewo uli ndi Salesforce Contact ID yokhayo yomwe imagwiritsidwa ntchito pogwiritsa ntchito kusinthasintha kwa mafunso komwe kumatchedwa kulumikizana. Chitsanzo chikhoza kukhala:

https://yoursite.com?contactkey=1234567890

  • Tsamba lomwe tikupita mwina silikhala ndi mawonekedwe, kotero tikufuna kusunga Salesforce Contact ID mu cookie kuti itulutsidwe pambuyo pake mu Fomu Yokoka.
  • Tsamba lomwe mukupita lingakhale ndi mawonekedwe a Gravity pa ilo, pomwe tikufuna kukhala ndi gawo lamphamvu lomwe lili ndi Salesforce Contact ID.

Kusunga ID ya Salesforce mu Cookie mu WordPress

Kuti titenge ndikusunga Salesforce Contact ID mu Cookie mu WordPress, tifunika kuwonjezera nambala patsamba lathu la works.php pamutu wathu wogwira. Tilembanso ID iliyonse ya Salesforce yomwe ingakhale ili mu cookie yomwe ilipo kale, popeza makampani ambiri amayeretsa zolemba, kuchotsa zobwereza, ndi zina zambiri:

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');

Kugwiritsa ntchito ndowe iyi kuyika cookie mosatengera kuti tsamba lilipo kapena ayi. Tiyeneranso kudzaza malo aliwonse obisika a Gravity pogwiritsa ntchito gform_field_value_ {dzina} Njira ndi cookie ngati palibe Salesforce Contact ID idadutsa mu URL:

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

Izi ndi keke yoyamba, zomwe zili zopindulitsa kwa ife.

Kuphatikiza pa ID Yobisalira ya Salesforce Yobisika M'mafomu Ogwira Ntchito

Mkati mwa yokoka Mafomu form, mudzafuna kuwonjezera fayilo ya munda wobisika:

mitundu yokoka imawonjezera malo obisika

Ndiye, pa yanu munda wobisika, mudzafuna kusankha Njira Yapamwamba yokhazikitsira gawo lanu kuti likhale lodzaza ndi kusinthasintha kwamafunso anu kulumikizana. Ngati izi zikumveka ngati zopanda ntchito ... Ngati mlendo atsekereza kutsatira ma cookie, titha kukhalabe ndi malo obisika ndikusinthasintha kwa mafunso:

mphamvu yokoka imakhala ndi malo obisika omwe amafunsa mafunso

Mafomu a Mphamvu yokoka ali ndi tani ina njira zosaneneratu kuti mutha kuphatikizanso mwadongosolo patsamba lawo.

Kukweza Kukwaniritsa

  • Chotsani Masamba a Caching On Gravity masamba - ngati Gravity Forms ili patsamba losungidwa, simudzakhala ndi gawo lalikulu mwamphamvu. Iyi ndi nkhani yodziwika ndipo, Mwamwayi, winawake adapanga pulogalamu yowonjezera yomwe imatsimikizira kuti tsamba lililonse lokhala ndi Fomu ya Gravity silinasungidwe, Mitundu Yatsopano Yakukoka. Zachidziwikire, chodetsa nkhawa ichi ndikuti ngati mukusungira fomu patsamba lililonse la tsamba lanu… izi zidzakulepheretsani kusunga nthawi.
  • Mphamvu Yokoka Mapulagini - Pali pulogalamu yayikulu yakale yomwe siyinafalitsidwe posungira pa WordPress koma fayilo ya code ilipo yomwe mutha kuwonjezera patsamba lanu ndipo imasunga mtundu uliwonse wofunsira mafunso kuki. Sindinayese, koma zikuwoneka kuti zikukonzedwa.
  • Mphamvu Zokoka Zowonjezera Zowonjezera - Ndakhumudwitsidwa pang'ono kuti Mafomu a Gravity alibe mgwirizano wovomerezeka wa Salesforce panthawiyi, ndipo zingakhale bwino kuphatikizira ma cookie pakukhazikitsa. Ndikulakalaka ndikadakhala ndi nthawi yopanga izi! Amapereka a Zowonjezera za Zapier zomwe zingaphatikizane ndi Salesforce, koma sindinayese.

Ndi kasinthidwe kameneka, tsopano tikusunga Salesforce Contact ID ngati keke ndikupanga chilichonse cha Fomu ya Gravity. Ngakhale wogwiritsa ntchito atasiya tsambalo ndikubwerera mgawo lina, kekeyo yakhazikitsidwa ndipo idzayambitsanso gawo la Mafomu a Gravity.

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