Customer Analytics on your buildabazaar store

If your store is built on buildabazaar.com, you can easily integrate Plumb5 and set up effective conversion campaigns on your store

Inserting Plumb5 scripts to your store pages

Login to your website with admin ID and Password so that you can see the user interface editor.
Click on the spanner tool icon to open the menu as illustrated.

Click on the “footer” link

BuildBazaar -Inserting  Plumb5 script

Click on “edit icon” , to open the editor and as illustrated below, click HTML to open the source editor. Paste your Plumb5 scripts (analytics or personalization or chat) here

BuildaBazaar - HTML Editor

To tag customers to their sessions for behavior and interaction analysis,  we will need to add the code snippet specified below

Click here to login and collect your code snippet for your buildabazaar webstore

Guide on how to get SalesForce security token

Here is a quick help on how to get the security token, in order to configure SalesForce to your Plumb5 account

Login to your SalesForce Account

Reach out to My Settings

SalesForce Settings

 

On your left hand menu, under Personal, click “Reset My Security Token

SalesForce Security Token

 

Click the “Reset Security Token” button and the token will be sent to your email address associated with your SalesForce account

sf5

 

Use the token during configuring SalesForce contacts to your Plumb5 account.

Sync SalesForce contacts with your Plumb5 account

Integrating Salesforce contacts

You can synchronize your SalesForce contacts by just configuring the API access and token. The contacts will be available in Plumb5 Contact base, where you can start engaging them through mail and onsite campaigns. Now, you have access to the contacts behavior and social preferences. You can segment your contacts based on behavior and run personalized campaigns to monitor responses.

Setting it up

Log in to your Plumb5 account and click on the manage account link to get to the configuration tab

Continue reading →

Activating Magento API/Web Services to access data

Activating API/Web Services

Web Services give you the ability to integrate with third-party applications by granting them permission to access specific store resources and data

 Step 1: Create a Web Service Role

From the Admin menu, select System > Web Services > Roles.

 Select Web Services

Click the Add New Role button.

In the Role Information section, enter a Role Name such as “API.”

Add Role Name
Role Information

  1. In the panel on the left, select Role Resources. Then do one of the following:
    1. To enable full access to customer, catalog, and sales information, set Resource Access to “All.” Or “Custom”
    2. To provide limited access to data, set Resource Access to “Custom.” Then, select the checkbox of each resource that is available to this role.
    3. By default, when a area is selected, full access is granted. You can accept the default, specify the actions that a person is allowed to take. Specific types of access are listed under many of the resource links, so it is easy to determine exactly what a user is allowed to do with each resource.Access Details

When complete, click the Save Role button.

Step 2: Create a Web Service User

  1. From the Admin menu, select Web Services > Users.
  2. Click the Add New User button.
  3. Complete the following fields:
  • User Name
  • First Name
  • Last Name
  • Email
  1. In the API Key field, enter a verification key or password. This is the credential that third-party web services must use to access your Magneto store.
  2. To confirm, re-enter the key in the API Key Confirmation field.
  3. In the panel on the left, select User Role. Then, select a Role for the user.

When complete, click the Save User button.

Create a web service user

Click here to view documentation of Setting up Plumb5 for your Magento Store

Plumb5 for your Magento Store

Plumb5, now makes it easy for store managers, managing online stores built using Magento Community. Plumb5 seamlessly integrates with Magento to enable the store manager to keep track of unknown visitors, prospects and customer journeys on the store and run insightful conversion campaigns based on rules

Advantages
1. Understand behavior of unknown shoppers and target lead conversion campaigns
2. Spot prospects and personalize content based on product affinity and behavior and target customer conversion campaigns
3. Identify customer shopping journeys and personalize content based on wish-lists or past drop-outs
4. Automate conversion campaigns by on auto-segmentation by assigning scores to all behavioral parameters
5. Simple script integration for online chat
6. Customer Scorecards integrated with demographic and social profiles
7. Integrate Email module to monitor journeys from campaigns to purchases
8. Integrate transaction data and run attribution reports to derive effectiveness of external campaigns
9. Integrate your POS data to Plumb5 and overlay with Magento transaction data
10. Measure and monitor each product’s performance in terms of purchases, requests, drop-outs and trends in relation to customer, prospect and unknown visitor

Implementation

Implementation is fairly simple and quick. Find below, steps to integrate Plumb5 features with Magento

Continue reading →

How real time automation helped increase customer experience and quality of leads for a B2B enterprise

Background:

A B2B services company’s sales team depended on their online marketing activities and website for sales leads.

The company was also facing challenges related to cost of customer acquisition because the leads generated by online activities were often not of high quality. The lead quality also affected their conversion funnel and their typical conversion ratio for website leads was about 2-3% .
Continue reading →