Custom data allows you to transfer certain information relating to your visitors to iAdvize.
They allow the capacities of behavioural targeting to be extended and offer better understanding of the visitor context to your agents.

1. How is custom data used

Once configured, custom data can then:

• be used as criteria for targeting rules in your engagement campaign. Here is an example using the visitor basket amount:

• be shown on the discussion panel, allowing agents to know certain visitor-related information during the conversation. These data are then shown in the information panel:

Note: custom data values are not stored (except for specific ones), and are therefore no longer accessible once the conversation with your visitor has been ended.

Similarly, in the case of an asynchronous conversation, if the visitor is no longer on the site, then this data is no longer accessible on the agent conversation panel.

A targeting strategy using custom data offers various possibilities, but is complex to put into place.

iAdvize offers to support you throughout the defining and designing process for your targeting strategy in order to maximise your return on investment. Please contact your Customer Success Manager for more information.

Accessing the custom data management page

To access the custom data management page, go to "Engagement" > "Settings" then select "Custom data".

 
On this page, you can edit and delete existing data.

Two types of custom data exist: "on the page" and "Javascript setting".

2. Creating "Javascript setting" custom data

With this type of custom data, you can transfer a value to us using a Javascript setting. This setting therefore requires an additional Javascript code to be added to your site.

Here are the different options available:

• Data source: For this case, select "Javascript setting".
• Type of data: Please indicate the type of data. You need to choose between an integer number (e.g. 12), a decimal number (e.g. 12.1), a text value (e.g. error message), a Boolean value (e.g. true or false).
• Data description: Indicate the description of the data here (e.g. basket amount). You will find this description in the list of criteria when creating targeting rules, as well as in the information panel if the option "Display the custom data on the chat panel" is selected.
• Variable description: Give the description of the Javascript variable here (e.g. basket_amount). This field is completed automatically from the data description given. For the data description "Basket amount", the variable "basket_amount" is therefore generated.
• Display the custom data on the chat panel: This option allows the data to be shown on the discussion panel. Within the information panel, in the "Profile" section.

Integration of Javascript code

Once these new Javascript data have been saved, you can add them into your site through this javascript code (this code is an example):

This code has to be inserted before the main iAdvize code.

Note: You can obtain this code be going to the "Projects" page. You can access it by clicking your avatar, displayed on the top right corner of the page:

On the next page, select "integration", in section 3 you will find the javascript custom data code to be inserted:

3. Creating "on the page" custom data

With this type of custom data, you can define data and we will collect its value directly and automatically from the page on your site.

Here are the different options available:

• Data source: Select "on the page"
• Type of data: Please indicate the type of data. You need to choose between an integer number (e.g. 12), a decimal number (e.g. 12.1), a text value (e.g. error message), a Boolean value (e.g. true or false).
• Data description: Indicate the description of the data here (e.g. basket amount). You will find this description in the list of criteria when creating targeting rules, as well as in the information panel if the option "Display the custom data on the chat panel" is selected.
• Path to the HTML container: Here you have to indicate the html path to the container where the targeted data is located. E.g. #basket > span 

• Display the custom data on the chat panel: This option allows the data to be shown on the discussion panel. Within the information panel, in the "Profile" section.

 
For further information go to : 

• Create an engagement campaign on the iAdvize Platform
• The customer contact details automatically filled
• Connect your client identifiers to your visitors using custom datas (extID)