Hi there,
If you are using DTM and Marketing Cloud ID service, then you can create a data element to capture the CRM ID or can use _satellite.setcookie.
If you are not using DTM, but are using Marketing Cloud ID service, then you can use visitor.setCustomerIDs. So this option is to be used only if MCID service is enabled.
Following is an explanation of all three methods (there is another method called declared ID which is used in case of js based DIL implementation) :
Method 1: MCID Tool: This option is probably the best to use, because it will ensure that the ID sync happens before other products are loaded, because it is part of the Marketing Cloud ID Service. You will first need to create a DTM data element that grabs the value of the customer ID. This might be from a variable on the page, or from a cookie, or however they do it. You need to find out how users are logged in, and then set the ID into the DTM data element.
Method 2: setCustomerIDs(): In this method, which is almost as good as above method, you put a setCustomerIDs() method inside of the doPlugins function in the code. You'll need to add some logic in there that shows that the user is logged in, and then populate the variable that has their Customer ID. It might look something like this:
var my_login_id = "[login ID]"; // Pull login ID from a var or cookie, etc.
if(my_login_id){
_satellite.getVisitorId().setCustomerIDs({
"myCRMdata":{ //use integration code instead of dpid
"id":my_login_id,
"authState":Visitor.AuthState.AUTHENTICATED
}
});
}
Method 3:
If you are using client-side DIL and you actually DO have the MCID service enabled, you have an additional way to do ID syncs, which is preferred over the Declared ID method. It is to use the MCID method called "setCustomerIDs()". In this method, you put a call to setCustomerIDs() inside of the doPlugins function in the AppMeasurement code. You'll need to add some logic in there that shows that the user is logged in, and then populate the variable that has their Customer ID. It might look something like this:
var my_login_id = "[login ID]"; // Pull login ID from a var or cookie, etc.
if(my_login_id){
visitor.setCustomerIDs({
"myCRMdata":{ //use integration code instead of dpid
"id":my_login_id,
"authState":Visitor.AuthState.AUTHENTICATED
}
});
}
