CDP 365 User Guide
  • Release Notes
    • 2023
      • January 2023 Release Note
    • 2022
      • January 2022 Release Note
      • February 2022 Release Note
      • March 2022 Release Note
      • April 2022 Release Note
      • May 2022 Release Note
      • June 2022 Release Note
      • July 2022 Release Note
      • Aug 2022 Release Note
      • Sept 2022 Release Note
      • Oct 2022 Release Note
      • Nov 2022 Release Note
      • Dec 2022 Release Note
  • Media Template
    • Set up the algorithm for your template
  • Quick start guide
    • Set up Event Tracking code to track events into CDP
    • How to send mail from email upload?
    • How to create a "Trello Card" using CDP 365
    • How to create "Custom Attributes" with Input via UI feature
    • How to display template on website using CDP 365
    • How to display the Inline template on the website using CDP 365
    • Initialize customer after submitting form
    • How to create a "Destination Channel" in "Dataflows"?
    • Set up "Dataflows" to push data to CDP
    • Set up Dataflow using Google sheet Data Source to update Customer data on CDP
    • How to create "Attribute" for "Customer"/"Visitors"?
    • How to create a new segment?
    • How to create "Customer Journey"?
    • How to check campaign reports?
    • How to create "Report" with “Journey performance” data source?
    • How to create a new "Data sources"?
    • How to create "Data Source" connected with the" Business object" of CDP
    • How to create a Segment Data Source
    • How to create a Google Sheet Data Source
    • How to create "Promotion"/"Coupon"?
    • How to send "Zalo Notification Service" using CDP 365
    • Set up a "Segment" containing emails to be excluded before sending mail
    • How to send "SMS Yondu" using CDP 365
    • How to Send "Viber Yondu" using CDP 365
    • How to Send email using "SendGrid" in CDP 365
    • How to push notification using "Onesignal (App Push)" in CDP 365
    • The performance metrics of the journey
    • How to create a new "Ad Zone"
    • How to Send email using "Amazon SES" in CDP 365
    • How to define zone in website for improve web personalize performance
    • How to push notification "Firebase Cloud Messaging" using CDP 365
    • How to Send SMS using "Telerivet SMS" in CDP 365
    • How to Send SMS using "Klasik SMS" in CDP 365
    • Using "Segment" Data source in Dataflows
    • Set up "Dataflows" to push data to "Google" and "Facebook" Audiences
    • How to send message using "Messenger" in CDP
    • How to push notification "Firebase Cloud Messaging" for Shopify
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  1. Quick start guide

Initialize customer after submitting form

PreviousHow to display the Inline template on the website using CDP 365NextHow to create a "Destination Channel" in "Dataflows"?

Last updated 2 years ago

  1. Drag block "Optin field" to page design

2. Set Id for the fields of the "Optin" block

3. In the "Sync data to Event & Business Object" section

  • "Source": Select the source of the website being delivered

  • "Event": Submit Lead of the source

Note: If the source does not have an event "Submit lead" and "Identify user", you must go to the source to add an event "Submit lead" and "Identify user"

  • "Attribute Name": Attributes to receive data after pressing submit

4. Setup event in "Success Scripts"

  • 1 "user" is assigned as Event category

  • 2 "indentify" is assigned as Event action

  • 3 Get the values ​​of the visitor entered in the fields above and encode it as customer_id

  • 4,5 Get the visitor's values ​​entered in the fields above for customer information

Result

After clicking submit, the customer will be recorded and saved in the CDP system