Integrate Convert Experiences with Salesforce CRM

THIS ARTICLE WILL HELP YOU:

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

Convert-Salesforce CRM Integration

Integration of Salesforce CRM with Convert Experiences is possible through the Bizible Marketing Analytics app/package that is available on Salesforce AppExchange. Bizible 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 Bizible on Salesforce AppExchange

First thing you need to do is to install the 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 Bizible 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 Bizible, paste the code snippet that is found on Bizible 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 in the page where Convert experiences are running.

Example code for sending Experiment Name and Variation Name:

var configData = window['convert']['data']['experiments'] || window['convert']['data']['experiences'] || {};
var isArray = Array.isArray(configData);

// Get current experiments/experiences
var currentExperiments = window['convert']['currentData']['experiments'] || 
                         window['convert']['currentData']['experiences'] || {};

// Helper function to find experience in config
function getExperienceFromConfig(id) {
    if (isArray) {
        // Latest: Array of objects - need to find by id
        return configData.find(function(exp) {
            return String(exp.id) === String(id);
        }) || null;
    } else {
        // Legacy: Object keyed by id
        return configData[id] || null;
    }
}

for (var key in currentExperiments) {
    if (!currentExperiments.hasOwnProperty(key)) {
        continue;
    }
    
    var currentExperiment = currentExperiments[key];
    var configExperience = getExperienceFromConfig(key);
    
    // Get experiment name
    // Legacy: .n or .test_name | Latest: .name
    var curExperimentName = "unknown experiment name";
    if (configExperience) {
        curExperimentName = configExperience.n || configExperience.name || configExperience.test_name || curExperimentName;
    }
    curExperimentName = curExperimentName.replace("Test #", "Test ");
    
    // Get variant name
    // Legacy: variation_name | Latest: variation.name
    var curVariant = "unknown variant";
    if (currentExperiment['variation_name']) {
        curVariant = currentExperiment['variation_name'];
    } else if (currentExperiment.variation && currentExperiment.variation.name) {
        curVariant = currentExperiment.variation.name;
    }
    curVariant = curVariant.replace("Var #", "Variation ");
    
    window['Bizible'] = window['Bizible'] || { _queue: [], Push: function (o, p) { this._queue.push({ type: o, data: p }); } };
    var reportData = {};
    reportData['Experiment_ID'] = curExperimentName;
    reportData['Variation_ID'] = curVariant;
    Bizible.Push('Event', reportData);
}

You might need to contact your Bizible Success Manager or email support@bizible.com to enable the Custom Event tracking feature if this is not enabled:

View Convert Data in Bizible/Salesforce

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