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karthika Balasubramanian (Consultant at Deloitte) asked in Interaction Studio SFMC Personalization
Feb 22, 2024, 1:20 PM
MCP- Capture Name and Phone number from Exit Intent signup Popup and push data into crm lead

Hello Team,

 

We have to create an exit intent pop up and capture the Name, Mobile number of the users and the captured data needs to be pushed to CRM Lead. Need to know how to implement this in IS.

 

We have used global template (Exit intent for email capture) and exploring further about the above request.

 

Any guidance within Interaction Studio would be helpful.

 

Thank you in advance!

 

#Marketingcloudpersonalization 

1 answer
  1. Mateusz Dąbrowski (mateuszdabrowski.pl) Forum Ambassador
    Feb 24, 2024, 10:44 PM

    First, capture the relevant data as user attributes.

     

    Then, you can use Triggered Campaign (or slower Segment Sync) to push the relevant data to SFMC Journey and leverage Object Activity to update the Lead in CRM through Marketing Cloud Connect.

     

    Or leverage the official MCP/CRM (but in my opinion much more limited for this exact use case) integration: https://help.salesforce.com/s/articleView?id=sf.mc_pers_salesforce_crm_data_synchronization.htm&type=5  

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Swapnil Barve (Marketing Cloud Lead at Tata Consultancy Services) asked in Interaction Studio SFMC Personalization
Feb 9, 2024, 4:27 AM
Exit Intent- MCP

Hello Team

 

We're currently in the process of implementing an exit-intent popup on our website and are keen on leveraging the existing popup that's already in place.

 

Our question is whether it's possible to trigger this existing popup through modifications in the sitemap, or if creating an entirely new template/campaign is necessary for the exit-intent functionality. 

 

Note: we've already utilized the Global template, and we're now exploring additional avenues.

 

Any guidance or insights on the most effective approach within Interaction Studio would be immensely helpful.

 

Thank you for your time and expertise!

 

#Marketingcloudpersonalization 

1 answer
  1. Jamie Holzhuter-Currie (Cloud for Good)
    Feb 12, 2024, 9:45 PM

    @Swapnil Barve it's definitely possible. The handlebars and CSS tabs of the template will be empty and your Javascript tab will do all the work. When the template opens the popup, make sure you also set listeners for clicks and dismissal (so MCP gets that data). The "Salesforce Chatbot" global template is a decent example of a template that is firing something that is already in the site code, I'd recommend using that as a guide.

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Stacey Fischer (Research Operations Sr. Program Manager at Salesforce) posted in * Marketing Cloud Engagement *
Jan 22, 2024, 3:37 PM

Salesforce Marketing Cloud Research Opportunity!

 

The Salesforce Research & Insights team would like to better understand how AI can be leveraged to enhance processes in the field of personalization by gathering insights from a diverse range of customers.

 

If you are selected and participate in a 45-minute feedback session, you will receive a $75 e-gift card (USD or local equivalent) as a small token of our appreciation for your valuable feedback and time. You can redeem this at any of your favorite retailers or donate to a charity of your choosing.

 

Sessions will take place remotely January 29 - February 2. Please complete this brief questionnaire if you are interested in participating. If selected, you will receive a confirmation email with further details.

 

Thank you!

 

#CommUpdates #Marketing Cloud #Marketingcloudpersonalization @Salesforce Research Program 

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Annapurna Muvvala
Dec 11, 2023, 7:12 AM

Can anyone help me how to implement Collect Tracking in Salesforce Marketing Cloud? I have gone through standard documentation but I need more step by step process to implement in my org instance. Thanks in aAdvance. #Marketingcloudpersonalization #MarketingCloudAccountEngagement

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