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TIP #10: Configure your custom data

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If you want to create or configure a custom data, please go to the "Engagement" tab and then to "custom data". 
You can create or modify a custom data by clicking on the "+" icon in the top right corner of your screen. 

There are 2 types of custom data: the custom data which enable us to get data available in your website code and the custom data which enable us to create new variables (i.e: scoring). 

 

What's an in site custom data?  

It's an element you can find in a webpage via a HTML container and this element can help you target a visitor (i.e: the price of a product characterizes a product page). 

 

What's a Javascript custom data?

It's an element your Success Manager gave you and which can be found via the idzCustomData tag. It enables you to display the information which will be available for your agents (the price of the product, the basket value) and this information can be used for your targeting strategy. 

 

Javascript custom data

 

  • Data source: in our case, please select "Javascript setting".
  • Data type: you need to indicate the data type. You have to choose between an integer value (i.e: 12), a float value (i.e: 12,1), a String value (text values, i.e: error message) and a boolean value (i.e: true or false). 
  • Data label: here, please indicate the data label (i.e: the basket value). You will find this label in the list of criteria when you create targeting rules. 
  • Variable label: here, please indicate the label of the javascript variable (i.e: cart_amount) which will be placed on your website (see the following slide). 
  • Display the data on the agent discussion panel: This option enables the data to be displayed on the discussion panel. It's in the information section, more specifically in the "Profile" part.

 

 

var idzCustomData = {

"page_type":"value",

"cust_name":"value",

"cust_firstname":"value",

"cust_phonenumber":"value",

"cust_email":"value",

"cart_ amount":"value",

"product_ price":"value"

};

 

This tag enables you to display variables from your (Javascript) database. 

 

 

In site custom data

 

 

 

  • Data source: please select "on the page"
  • Data type: you need to indicate the data type.You have to choose between an integer value (i.e: 12), a float value (i.e: 12,1), a String value (text values, i.e: error message) and a boolean value (i.e: true or false). 
  • Data label: here, please indicate the data label (i.e: the basket value). You will find this label in the list of criteria when you create targeting rules and in the information section of the discussion panel if you've ticked the option "Display the data on the agent discussion panel". 
  • The way to the HTML container: here, you need to indicate the way to the HTML container where the custom data is. i.e:#cart > spam
  • Display the data on the agent discussion panel: this option enables you to display the data on the discussion panel, in the information section, more precisely in the "Profile" part.

 

 

In order to retrieve the localization of the desired item (in this case, the title of the webpage), you need to copy the way to the selector

 

 

 

The configuration of custom data requires specific developments. The integration time can vary but it takes about 1 day of development, depending on your data architecture.

Please note that the integration of in site custom data is not really scalable: if you modify elements on your website (HTML container, etc.) in site custom data may no longer work properly. Your Success Manager can help you verify the maintenance of these data.

 

 

 

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