Integrate Convert Experiences with Salesforce CRM

THIS ARTICLE WILL HELP YOU:

• Convert-Salesforce CRM Integration
• Add Adobe Marketo Measure on Salesforce AppExchange
• Add Tracking Code Snippets
• Send Custom Events
• View Convert Data in Adobe Marketo Measure/Salesforce

Convert-Salesforce CRM Integration

Integration of Salesforce CRM with Convert Experiences is possible through the Adobe Marketo Measure package, formerly Bizible Marketing Analytics, that is available on Salesforce AppExchange/AgentExchange. Adobe Marketo Measure helps companies track their marketing activities back to individual customers in Salesforce. This integration will help you to do two things:

1. See the experiment associated with a lead and a contact in Salesforce. This information updates dynamically as the lead or contact visits the website and is exposed to more experiments.
2. Run reports on this information. Sales teams can now answer questions like, does pricing page variation A, B, or C lead to more revenue?

For each experiment, the integration can pass along the experiment name/id and variation name/id that the visitor is currently bucketed into.

Add Adobe Marketo Measure on Salesforce AppExchange / AgentExchange

First thing you need to do is to install the dobe Marketo Measure, formerly Bizible Marketing Analytics, package to your Salesforce account. Go to the Setup side of Salesforce:

Then select Installed Packages under Apps

You can then see on Adobe Marketo Measure side if the connection is active:

Add Tracking Code Snippets

Then make sure the Convert tracking code is installed on your page.

On every page that you want to install Adobe Marketo Measure, paste the code snippet that is found on Adobe Marketo Measure account configuration.

Send Custom Events

You should then create the custom events you want to send (e.g., Convert Experiment Name and Convert Variation Name that the website visitor is bucketed into). You can send a custom event from anywhere on the page where Convert experiences are running.

Refer to Adobe Marketo Measure/Adobe Experience League documentation for the current custom event or custom activity setup, since the old Bizible support-center link has been retired.

Example code for sending Experiment Name and Variation Name:

var refObject = window['convert']['data']['experiments'];

for (var key in window["convert"]["currentData"]["experiments"]) {
  if (!window["convert"]["currentData"]["experiments"].hasOwnProperty(key)) {
    continue;
  }
}

var currentExperiment = window["convert"]["currentData"]["experiments"][key];

var curExperimentName = refObject[key] && refObject[key].n
  ? refObject[key].n
  : "unknown experiment name";

curExperimentName = curExperimentName.replace("Test #", "Test ");

var curVariant = currentExperiment['variation_name']
  ? currentExperiment['variation_name']
  : "unknown variant";

curVariant = curVariant.replace("Var #", "Variation ");

window['Bizible'] = window['Bizible'] || {
  _queue: [],
  Push: function (o, p) {
    this._queue.push({ type: o, data: p });
  }
};

var reportData = {};

Use field names that match the values being sent:

reportData['Experiment_Name'] = curExperimentName;
reportData['Variation_Name'] = curVariant;

If you prefer to send IDs instead of names, use separate fields for IDs and names, for example:

reportData['Experiment_ID'] = key;
reportData['Experiment_Name'] = curExperimentName;
reportData['Variation_Name'] = curVariant;

Bizible.Push('Event', reportData);

You might need to contact your Adobe Marketo Measure account team or Adobe Customer Support to enable or confirm custom event/custom activity tracking if it is not already available in your account.

View Convert Data in Adobe Marketo Measure/Salesforce

The Custom Events will now be included in every Adobe Marketo Measure visit. From Adobe Marketo Measure, you can read the data into your Salesforce CRM dashboards and reports. This is how the event is populated with Convert values:

• Experiment_Name: the Convert experience/experiment name.
• Variation_Name: the Convert variation name.
• Experiment_ID: optional, if you choose to send the Convert experiment ID.
• Variation_ID: optional, if you choose to send the Convert variation ID.