Maitiro ekuPasa uye Kuchengetera Salesforce Yekubatanidza ID ine Gravity Mafomu uye WordPress

Salesforce Giravhiti Mafomu WordPress

My Salesforce Partner agency iri kushanda nesangano rezvemabhizimusi izvozvi kuita Salesforce, Kushambadzira Cloud, Mobile Cloud, uye Ad Studio. Mawebhusaiti avo ese akavakirwa pamusoro WordPress ne giravhiti Forms, inoshamisa fomu uye dhata manejimendi chishandiso icho chine toni yekugona. Sezvo ivo vachiendesa macampaign kuburikidza neKushambadzira Cloud muemail uye Mobile Cloud muSMS, tiri kugadzirisa yavo account uye maitiro kuti vagare vachipfuura iyo Salesforce Yekubatana ID kune chero peji yekumhara ine fomu.

Nekudarika data rekubata, tinogona kuzadza yega yega giravhiti Forms kutumira pamwe nemunda wakavanzika kutora iyo Salesforce Kutaurirana ID kuitira kuti mutengi atorese data uye aunze ruzivo rwakagadziridzwa muCRM yavo. Gare gare iterations ichasanganisira otomatiki huwandu hwe data, asi parizvino isu tinongoda kuona kuti data rakachengetedzwa nenzira kwayo.

Pane zviitiko zvishoma zvatiri kuda kuisa mune ino zano:

  • Mushandisi anodzvanya chinongedzo mune email inotumirwa kuburikidza neemail mushandirapamwe, mushandirapamwe weSMS, kana rwendo rwevatengi. Iyo URL ine iyo Salesforce Yekubatana ID inozvishandura ichishandisa imwe querystring musiyano inonzi contactkey. Muenzaniso ungave:

https://yoursite.com?contactkey=1234567890

  • Peji yekuenda inogona kunge isina fomu pairi, saka tinoda kuchengeta iyo Salesforce Contact ID mukuki kuti ikwanise kuburitswa gare gare mukati meGiravhiti Fomu.
  • Peji yekuenda inogona kunge iine Gravity Fomu fomu pairi, patinoda zvine simba kuzadza munda wakavanzika uyo une Salesforce Contact ID.

Kuchengetera Salesforce Kubata ID muKuki muIzwi

Kuti titore uye tichengetedze iyo Salesforce Yekubatana ID muKuki muIzwi, isu tinofanirwa kuwedzera kodhi kune yedu works.php peji mune yedu inoshanda theme. Tichazonyora chero maSalesforce Contact ID ayo anogona kunge ari mukuki iripo zvakare, sezvo makambani mazhinji achichenesa marekodhi, kubvisa zvakapetwa, nezvimwe.

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');

Kushandisa hokore rino kuchaisa kuki zvisinei nekuti fomu riripo pane peji. Isu tinodawo kuzadza chero maGirafu Mafomu munda wakavanzika uchishandisa iyo gform_field_value_{zita} nzira uye cookie kana pasina Salesforce Yekubatana ID inopfuudzwa mu URL:

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

Uyu yekutanga-pati cookie, zvakare, izvo zvakatinakira.

Kuwedzera Salesforce Yekubatana ID Yakavigwa Munda mune Giravhiti Mafomu

Mukati me giravhiti Forms form, iwe uchazoda kuwedzera a munda wakavanzika:

mafomu egiravhiti anowedzera akavanzika munda

Zvadaro, pane yako munda wakavanzika, iwe uchazoda kuseta Yepamberi sarudzo yekumisikidza munda wako kuti ugare mushe pamwe neako querystring musiyano contactkey. Kana izvi zvichinzwika sezvisina basa… ndizvo. Muchiitiko chekuti mushanyi anovharira kuteedzera kuburikidza nemakuki, isu tinogona kuramba tichigara munzvimbo yakavanda pamwe nekushanduka kwemubvunzo:

giravhiti mafomu akavanzika munda uzere querystring

Giravhiti Mafomu ane tani yeimwe kufungidzira sarudzo kuti iwe unogona zvakare kuronga zvakarongeka pane yavo saiti.

Kuteedzera Kuvandudza

  • Bvisa Caching On Gravity Mafomu Mapeji - kana Mafomu eGravity ari papeji rakachengetwa, hauzowani zvine simba munda wako. Iyi inyaya inozivikanwa uye, nekutenda, mumwe munhu akavaka plugin inovimbisa chero peji rine Gravity Fomu fomu haina kubatwa, Mafomu Matsva eGravity. Ehezve, kumwe kunetsekana neizvi ndekwekuti kana uri kurodha fomu pane peji rega resaiti yako ... zvinonyanya kudzima caching sitewide.
  • Giravhiti Mafomu Cookie Plugin - Iko kune yekare plugin isina kuburitswa pane iyo WordPress repository asi iyo kodhi iripo iwe yaunogona kuwedzera kune yako saiti uye inochengeta chero querystring inoshanduka kuita cookie. Ini handina kuyedza, asi zvinoita sekugadziriswa.
  • Giravhiti Mafomu Salesforce Wedzera-On - Ini ndanyadziswa kuti Mafomhu eGiravhiti haana kubatanidzwa kweSalesforce kusanganisa panguva ino, uye zvingave zvakanaka kuisa makuki mune iko kuita. Ini ndinoshuva dai ndaive nenguva yekuvandudza izvi! Ivo vanopa iyo Zapier yekuwedzera-iyo inogona kusangana neSalesforce, asi ini handina kuyedza.

Nekugadziriswa uku, isu tave ikozvino kuchengetera iyo Salesforce Contact ID sekuki uye kuzadza chero Giravhiti Fomu dhata nayo. Kunyangwe kana mushandisi akasiya saiti ndokudzoka mune imwe chikamu, iyo cookie yakaiswa uye ichafanotungamira iyo Gravity Mafomu munda.

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