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How to tie a logged in user to a Marekting contact in a web site?

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Posted on by 33

Hello all,

We are exploring the possibilities for tracking how a contact in Marketing interacts with an external web site, for example a Content Management System (CMS). I have read the documentation on how to embed Marketing javascripts in external websites in order to track a contact that visits the web site. As I understand it, there are various scenarios where the cookies uniquely ties a web page visitor to a contact in Marketing, for example:

- When the contact clicks a link in a mail sent out by marketing that targets a page on the web site. The web page visit is tracked to the contact in D365 Marketing and available in the insights tab on the contact.

- When the contact submits a marketing form from the web page and submits information that can be matched with a contact in Marketing. When the form is submitted the contact is then uniquely identified and subsequent web page visits are tracked to the contact, going forward.

In my scenario the user is logged in to the website and we therefore "know" who the contact is. We are looking for ways for us to track how the contact interacts with the web page when logged in - without the contact having to click a link in a mail or submitting a marketing form. How can this be accomplished? Can we somehow inform marketing that a certain user is logged in so that the cookie that uniquely identifies the contact can be set - so that marketing can perform the required tracking? This seems like a basic requirement but I haven't been able to figure out how to accomplish this in D365 Marketing.

Any input appreciated!

Rgds,
Andreas

  • Adner Profile Picture
    Adner 33 on at
    RE: How to tie a logged in user to a Marekting contact in a web site?

    Thanks Clofly,

    Yes, it seems to me that this functionality is not currently available based on your investigation. I believe that the ability to track logged in users would be a common requirement, so perhaps I will submit this functionality as a product improvement idea.

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to tie a logged in user to a Marekting contact in a web site?

    Hi Andreas,

    As per my understanding, it seems that you want to send interaction data to tracking script manually, right?

    If so, however, according to examples you given, it can be found that the tracking script is only able to track "known" contacts passively:

    - Clicking a link in marketing email

    The identity data of contact is encoded as parameters of link, when marketing form is opened, the script will check the source page link and its parameters to find matching contact in Marketing.

    - Submitting a form

    The process is more obvious compared with email link: submission data will be used by the script to match any existing contact or create a new record. Once there is one time submission, the user will be "known" contact. 

    In either way, the cookie to uniquely identify contact is set automatically by the script.

    Therefore, I am not sure whether it would be possible to send data to tracking script by ourselves to inform marketing that the logged in user can be identified as a known contact, because it can be regarded as an active process.

    While from the published documentation about marketing page/form, the only API open for us is to perform custom logic at different events of the marketing form.

    Regards,

    Clofly

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