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This playbook describes how to export data from Evergage through the user API into a third party tool. This gives the third party tool access to user information based on the user’s attributes captured by Evergage during a browsing session on your site. Having additional information in the third party system ensures message consistency across channels regardless of how the user interacts with your organization. In certain instances, you can configure your third party tool to recognize an attribute and perform some action if the attribute is there. For example, you could configure your CRM to create a new record if a certain attribute exists.
No specific segment is needed for this play.
Since this play is related to the passing of data to a third party, the measurement of success is to be able track the impact of that passed data. In the example above, there was a measurable uptick in leads generated for the Support Team.
Here is a checklist of what you need to do in Evergage to create this play on your own site:
Refer to the Evergage knowledge base for details on how to configure the user API to pass data from Evergage
- Determine whether you would like to configure the API to bring back only the specific attributes you are interested in passing
- Contact Evergage Support if you need assistance with this process
The following articles from the Evergage Knowledge Base will provide process steps to help you execute this play: