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Tracking page views with Salesforce Marketing Cloud

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Understanding the Requirement

The requirement is to collect page view data from Marketing Cloud and display it in Salesforce CRM. This involves tracking every page view of every known interaction and storing the attributes about the pages being viewed.

Platform-Level Considerations

At the platform level, Marketing Cloud provides various tools and features that can be used to achieve this, such as Data Extensions, Journey Builder, and AMPscript. However, these tools need to be configured and used in a specific way to collect and pass page view data to Salesforce.

The root cause of the issue is that MC Collect Tracking Code is not designed to provide page view visibility out of the box, and custom configuration is required to achieve this.

To collect page view data, you can use a digital footprint object to store the events themselves and a content catalogue to store the attributes about the pages being viewed. You can then use Data Extensions in Marketing Cloud to store this data and determine the most effective route to bring it into Salesforce.

Step-by-Step Solution

To achieve page view visibility, you can follow these steps:

AMPscript Example

/* Create a digital footprint object */
var digitalFootprint = CreateObject("DigitalFootprint");
/* Set the page view data */
SetObjectProperty(digitalFootprint, "PageView", "https://example.com");
/* Create a Salesforce object */
var salesforceObject = CreateSalesforceObject("Digital_Footprint__c");
/* Set the page view data in the Salesforce object */
salesforceObject.PageView = digitalFootprint.PageView;

Heads up: You need to have sufficient headroom in Journey Builder to use it for populating digital footprint on a scheduled basis.

Checklist

  • Use a digital footprint object to store page view events
  • Use a content catalogue to store attributes about the pages being viewed
  • Use Data Extensions in Marketing Cloud to store page view data
  • Determine the most effective route to bring page view data into Salesforce
  • Use Journey Builder to populate digital footprint on a scheduled basis, if possible
  • Use AMPscript to create a Salesforce object and set page view data

Frequently Asked Questions

Do I need to set up a catalogue to use MC Collect Tracking Code?

No, you don’t need to set up a catalogue to use MC Collect Tracking Code, but you do need to set up a digital footprint object and a content catalogue to store page view data.

Can I use Journey Builder to populate digital footprint on a scheduled basis?

Yes, you can use Journey Builder to populate digital footprint on a scheduled basis, if you have sufficient headroom.

Do I need to use AMPscript to create a Salesforce object?

Yes, you can use AMPscript to create a Salesforce object and set page view data.

Can I use MC Collect Tracking Code to track page views out of the box?

No, MC Collect Tracking Code does not provide page view visibility out of the box, and custom work is required to achieve this.

Genetrix Technology · Salesforce Marketing Cloud Partner

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