To access the wizard select the relevant dataset and navigate to Settings > Integration > Setup.
To get started, check off the relevant boxes. Some key points:
Track Accounts - Enable this option if you have the concept of accounts in which multiple users access a single account. This is primarily used for tracking applications and websites of B2B companies. ex: Salesforce.com tracks accounts, as many sales reps from the same company could log into SalesForce.
Track Subdomain as Account - Enable this option if your app is set up so that the subdomain changes based on the logged in account (e.g. accountname.yoursite.com). If enabled, Evergage will automatically assign the subdomain as the account name.
Track Anonymous Visitors - Enable this option if Evergage will be tracking a public website that does not always require a log-in.
Merge Anonymous Users - Enable this option to merge all Evergage data on an anonymous user when they log in as a known user.
Enable Campaigns - Enable this option if you plan to use Evergage campaigns on your site.
Enable Dynamic Message Content - Enable this option to add dynamic content into a message. An example of this would be inserting a user's name, account name, company name, or location into a message.
Treat Hash Changes in Location as New Page Loads - Enable this option if your page changes when the content after the "#" in the URL changes.
Allow Users to Switch Accounts - Enable this option if users are able to login to multiple accounts with the same userId, and you wish to include the user in the most recent account. For example, a user logs in to account1, then switches to account2 while still using the same userId. If this option is checked off, the user was most recently active in account2 and will therefore belong to account2 until the user logs in to another account. With this option unchecked, the user will stay assigned to the account of first login, in this case, account1.
After you have configured your dataset appropriately, click SAVE
To explicitly pass the userId to Evergage your engineer will need to add userId to the tracking code by adding the following line:
Just write a function to replace "SET_TO_CURRENT_USER" with the userID of the logged in user.
To pass the account name to Evergage, your engineer will need to account the account the user is logged into by adding the following line to your tracking code:
Just write a function to replace "SET_TO_USERS_COMPANY" with the account of the logged in user.
3. Account Type
The final piece of information is the lifecycle state of your customer, for example a free trial vs. paid customer.
If you use Salesforce or SugarCRM, we can integrate with these platform and capture the data from there. If not, and you do want to capture the lifecycle state of your customers, an engineer will need to add the following line to the tracking code:
Just write a function to replace "SET_TO_SUBSCRIPTION_LEVEL" with the subscription level for the current logged in user.