Otu esi agafe ma chekwaa Kaadị Kọntaktị Salesforce na Mpempe Akwụkwọ na WordPress

Salesforce ike ndọda Forms WordPress

My Onye ahịa ndị ọrụ ahịa ahịa na-arụ ọrụ na nzukọ ụlọ ọrụ ugbu a iji mejuputa Salesforce, Cloud Cloud, Mobile Cloud, na Ad Studio. E wuru weebụsaịtị ha niile WordPress na ndọda Forms, a kediegwu ụdị na data management ngwá ọrụ nwere a ton nke ike. Ka ha na-etinye mkpọsa site na Cloudgwé ojii na email na Mobile Cloud na SMS, anyị na-ahazi akaụntụ ha na usoro ha iji nyefee Nweta kọntaktị Salesforce na ibe ọdịda ọ bụla nwere ụdị.

Site na ịgafe data kọntaktị, anyị nwere ike ịjupụta nke ọ bụla ndọda Forms ntinye aka na mpaghara zoro ezo iji jide Salesforce Contact ID ka onye ahịa wee nwee ike ibupụ data ma webata ozi emelitere na CRM ha. Ihe ndi ozo gha eme gunyere onu ogugu nke data, mana ugbua anyi choro ihu na echekwara data a.

Enwere ọnọdụ ole na ole anyị chọrọ itinye n'ime atụmatụ a:

  • Onye ọrụ pịa njikọ dị na ozi email ezitere site na mkpọsa ozi email, mkpọsa SMS, ma ọ bụ njem ndị ahịa. URL ahụ nwere ID Nweta Kọntaktị Salesforce na akpaghị aka tinye n'ọrụ na-agbanwe agbanwe querystring aha ya kọntaktị. Otu ihe atụ nwere ike ịbụ:

https://yoursite.com?contactkey=1234567890

  • Ibe ebe ị na-aga nwere ike ọ gaghị enwe mpempe akwụkwọ na ya, yabụ anyị chọrọ ịchekwa ID Kpọtụrụ Ntanetị n'ime kuki ka enwere ike wepụta ya ma emechaa n'ime Mpempe Ọda.
  • Ibe a na-aga nwere ike ịnwe ụdị Mpempe Akwụkwọ na ya, ebe anyị chọrọ iji nwayọọ mejupụta ubi zoro ezo nke nwere Nweta kọntaktị Salesforce.

Chekwa NJ kọntaktị Salesforce na kuki na WordPress

Iji weghara ma chekwaa ID Kpọtụrụ ID na Kuki na WordPress, anyị ga-agbakwunye koodu na ibe ọrụ anyị.php na isiokwu anyị. Anyị ga-ehichapụ ID Nweta Kọntaktị ọ bụla nke Salesforce nke nwere ike ịdị na kuki dị ugbu a, ebe ọ bụ na ọtụtụ ụlọ ọrụ na-ehichapụ ihe ndekọ, wepu duplicates, wdg.

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');

Iji nko a ga-edozi kuki n'agbanyeghị ma ụdị dị na ibe ahụ ma ọ bụ na ọ bụghị. Anyị kwesịkwara jupụta n'ọdịda Ọdịdị ọ bụla zoro ezo site na iji gform_field_value_ {aha} usoro na kuki ma ọ bụrụ na ọ nweghị Ntanetị Ntanetị Salesforce gafere na URL:

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

Nke a bụ a mbụ kuki, nakwa, nke baara anyị uru.

Gbakwunye Salesforce Kaadị NJ zoro ezo na Mpempe Ndọta

N'ime a ndọda Forms ụdị, ị ga-achọ itinye a ubi zoro ezo:

ụdị ndọda tinye ubi zoro ezo

Mgbe ahụ, na gị ubi zoro ezo, ị ga-achọ ka di elu nhọrọ nke mwube gị ubi na-bi na dynamically na gị querystring agbanwe kọntaktị. Ọ bụrụ na nke a na-ada redundant… ọ bụ. Ọ bụrụ na onye ọbịa abịa nyochaa nsuso site na kuki, anyị ka nwere ike jupụta n'ọhịa zoro ezo na mgbanwe nke querystring:

ike ndọda iche zoro ezo ubi populate querystring

Dị ndọda nwere tọn nke ọzọ prepopulation nhọrọ na ị nwekwara ike itinye usoro ihe omume na saịtị ha.

Mmejuputa Mmezi

  • Wepụ Caching Na gravity Forms Peeji - Ọ bụrụ na Gradị ndọda dị na peeji echekwara, ị gaghị agagharị na mpaghara gị. Nke a bụ okwu a maara nke ọma, na ekele, mmadụ wuru ngwa mgbakwunye nke na-eme ka ihu akwụkwọ ọ bụla nwere ụdị Gravity Forms anaghị echekwa ya, Reshdị ọhụrụ maka ike ndọda. N'ezie, otu nchegbu na nke a bụ ma ọ bụrụ na ị na-ebunye ụdị na ibe ọ bụla nke saịtị gị… ọ ga-ewepụ caching sitewide.
  • Ike ndọda Kuki Ihe mgbakwunye - Enwere ngwa mgbakwunye ochie nke anaghị ebipụta na WordPress repository mana enwere koodu ị nwere ike itinye na saịtị gị na ọ na-echekwa ihe ọ bụla na-agbanwe querystring na kuki. Anwalebeghị m ya, mana ọ na - egosi nhazi.
  • Mgbakwunye Forms Salesforce Add-On - O wutere m nke ukwuu na ụdị gravity enweghị ọrụ mbanye Salesforce n'oge a, ọ ga-adị mma itinye kukis na ntinye ahụ. Ọ dị m ka ya bụrụ na m nwere oge iji zụlite nke a! Ha na-enye a Ihe mgbakwunye Zapier nwere ike iwekota na Salesforce, ma anwalebeghị m ya.

Site na nhazi a, anyị na-echekwa Ahịa Ntanetị Salesforce dị ka kuki ma jiri ya na-egosipụta data Ọdịdị Gravity ọ bụla. Ọbụlagodi na onye ọrụ ahụ hapụrụ saịtị ahụ wee laghachite na nnọkọ ọzọ, kuki edoziri ma ga-ejupụta na Mpempe Akwụkwọ Mpaghara.

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