Uyidlulisa njani kwaye uyigcina njani i-ID yoQhagamshelo lweSalesforce kunye neFom yeGrivity kunye neWordPress

Iifom zeGraphicity zeFom ye-Salesforce

My Iarhente yeNtengiso yeQabane isebenza nombutho wamashishini ngoku ukwenza i-Salesforce, iLifu lokuThengisa, iLifu eliShukumayo kunye ne-Studio yeNtengiso. Iiwebhusayithi zazo zakhiwe zonke WordPress kunye Gravity Forms, ifom emnandi kunye nesixhobo solawulo lwedatha esinetoni yokusebenza. Njengoko bethumela amaphulo ngeLifu lokuThengisa kwi-imeyile kunye neLifu eliSelfowuni kwi-SMS, silungiselela iakhawunti kunye neenkqubo zabo ukusoloko sidlulisa iSazisi soQhakamshelwano seSalesforce kulo naliphi na iphepha lokufika elinefom.

Ngokudlulisa idatha yoqhakamshelwano, sinokuhlala nganye nganye Gravity Forms Ukungenisa ngentsimi efihliweyo ukuze kufakwe i-ID yoQhagamshelo lweSalesforce ukuze umthengi athumele ngaphandle idatha kunye nokungenisa ulwazi oluhlaziyiweyo kwiCRM yakhe. Ukuphindaphinda kamva kuya kubandakanya ukuzenzekelayo kwedatha, kodwa okwangoku sifuna ukuqinisekisa ukuba idatha igcinwe ngokufanelekileyo.

Kukho iimeko ezimbalwa esifuna ukuzibandakanya kwesi sicwangciso:

  • Umsebenzisi ucofa ikhonkco kwi-imeyile ethunyelwe ngephulo le-imeyile, umkhankaso weSMS, okanye uhambo lwabathengi. Le URL ineSazisi soQhakamshelwano soThengiso esenziwe ngokuzenzekelayo sisebenzisa umbuzo oguquguqukayo obizwa ngegama uqhakamshelwano. Umzekelo unokuba:

https://yoursite.com?contactkey=1234567890

  • Iphepha lokuya kwindawo elinokuthi lingabinayo ifom kuyo, ke sifuna ukugcina i-ID yoQhagamshelo lweSalesforce kwicookie ukuze ikhutshwe kamva ngaphakathi kweFom yeGravity.
  • Iphepha lokuya endaweni linokuba nefom yeFom yeGravity kuyo, apho sifuna ukwenza ngamandla intsimi efihliweyo eneSazisi soQhakamshelwano seSalesforce.

Ukugcina i-ID yoQhagamshelo lweSalesforce kwiKuki kwiWordPress

Ukubamba kunye nokugcina i-ID yoQhagamshelo lweSalesforce kwiKuki kwiWordPress, kuyakufuneka songeze ikhowudi kwiphepha lethu le-works.php kumxholo wethu osebenzayo. Siza kubhala ngaphezulu kwayo nayiphi na i-ID yoQhagamshelwano yeNtengiso enokuthi sele ikho kwiikuki esele ikho, kuba iinkampani ezininzi zicoca iirekhodi, zisuse iikopi, njl.

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');

Sebenzisa le khonkco kuya kuseta i-cookie nokuba ikho ifom kwiphepha. Sikwafuna ukugcwalisa nayiphi na ifom yeGrafti efihliweyo sisebenzisa gform_field_value_ {igama} indlela kunye necookie ukuba akukho Sazisi soQhagamshelwano seSalesforce sidlulisiwe kwi-URL:

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

Oku yi ikuki yokuqala, ngokunjalo, oku kuluncedo kuthi.

Ukongeza iSazisi soQhakamshelwano se-ID esifihliweyo kwiifom zeGrivity

Ngaphakathi kwifayile ye- Gravity Forms form, uya kufuna ukongeza umhlaba ofihliweyo:

Iifom zomxhuzulane zongeza indawo efihliweyo

Ke, kweyakho umhlaba ofihliweyo, uya kufuna ukuseta inketho ePhambili yokusetha umhlaba wakho ukuba ube nabantu abanamandla ngokuguquguquka kombuzo wakho uqhakamshelwano. Ukuba oku kuvakala kungafuneki… kunjalo. Kwimeko apho undwendwe lubhloka ekulandeleleni iicookies, sinokuhlala kwindawo efihliweyo ngokwahluka kombuzo:

Iifom zomxhuzulane zihlala kwindawo efihliweyo yombuzo

Iifom zeGravity zinetoni enye ukhetho lwangaphambili ukuba unokufaka ngokwenkqubo kwinkqubo yabo.

Ukuphuculwa komiliselo

  • Susa i-Caching kwiiFom zeGrafti yamaphepha -Ukuba iFom yeGravity ikwiphepha eligciniweyo, awuyi kuyigcwalisa ngamandla intsimi yakho. Lo ngumba owaziwayo kwaye, ngombulelo, umntu wakhe iplagi eqinisekisa ukuba naliphi na iphepha elinefom yeGravity form aligcinwanga, Iifom ezintsha zeGravity. Ewe kunjalo, enye inkxalabo yoku kukuba ulayishe ifom kwiphepha ngalinye lesiza sakho… iya kukhubaza i-caching sitewide.
  • Iifom zeGraphy Cookies Plugin -Kukho iplagi endala engapapashwanga kwindawo yokugcina izinto zeWordPress kodwa Ikhowudi iyafumaneka onokuyongeza kwindawo yakho kwaye igcina nawuphi na umbuzo oguqukayo kwi-cookie. Khange ndivavanye, kodwa kubonakala ngathi kuyenziwa.
  • Iifom zeGravity Salesforce Yongeza kwi-On -Ndidanile kukuba iiFom zeGravity azinakho ukuhlanganiswa okusemthethweni kweSalesforce kweli nqanaba, kwaye kuya kuba kuhle ukufaka ii-cookies kolo phumezo. Ndinqwenela ukuba ndibenexesha lokuphuhlisa le nto! Banikezela nge Isongezo seZapier esinokudibanisa ne-Salesforce, kodwa andikayivavanyi.

Ngoluqwalaselo, ngoku sigcina i-ID yoQhagamshelo lweSalesforce njengecookie kwaye sivelisa nayiphi na idatha yeFom yeGravity ngayo. Nokuba umsebenzisi uyayishiya indawo kwaye abuye kwenye iseshoni, icookie isetiwe kwaye iya kulungiselela indawo yeFom yeGravity.

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