Salesmachine

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Salesmachine is a customer success platform built to help businesses onboard, retain and grow their customers. The following lists the steps to complete a client-side integration. This enables information contained in LoginRadius profiles to be sent to Salesmachine's admin-console when they log in. Events emmitted by the JS interfaces will also register in Salesmachine's tracking.

*Note: Before proceeding, make sure you have understood the Getting Started Guide.

Implementation

You will first need the following JavaScript files (you may have some of them already, make sure the order of the scripts is correct).

Deploy the LoginRadius V2 JS

<script src="https://auth.lrcontent.com/v2/js/LoginRadiusV2.js"></script>

Deploy the LoginRadius V2 Integration JS

<script src="https://auth.lrcontent.com/v2/js/LoginRadiusV2.Integrations.js"></script>

Salesmachine JS Code

Copy and paste the follow just before the </head>, replace "YOUR_API_TOKEN" with your api key which can be found by clicking your name at the top right corner -> App Settings -> API keys under the subheading Developers on the left-hand menu.

<script>
	var salesmachine = salesmachine || [];
	salesmachine.Settings = function(apiToken, options) {
	 	var script = document.createElement('script');
	  	script.type = 'text/javascript';
	  	script.async = true;
	  	script.src = ("https:" === document.location.protocol ? "https:" : "http:") + "//my.salesmachine.io/javascripts/salesmachine.min.js";
	  	var firstScript = document.getElementsByTagName('script')[0];
	  	firstScript.parentNode.insertBefore(script, firstScript);
	  	var methodFactory = function (type) {
	    	return function () {
	        	salesmachine.push([type].concat(Array.prototype.slice.call(arguments, 0)));
	  		};
	  	};
	  	var methods = ['init', 'salesmachine', 'pageview', 'account', 'contact', 'track'];
	  	for (var i = 0; i < methods.length; i++) {
	    	salesmachine[methods[i]] = methodFactory(methods[i]);
	  	}
	  	salesmachine.init(apiToken, options);
	};

	salesmachine.Settings("YOUR_API_TOKEN", {});
</script>

Identifying Users

Call the LRObject.identify() method to link LoginRadius profiles to Salesmachine. A good place to put this line of code is on the onSuccess callback of login.

For example:

var commonOptions = {};
    commonOptions.apiKey = 'xxxxxxxxxxxxxxxxxxxxxxxxxxxx';
    commonOptions.appName = 'XXXXX';
    var LRObject = new LoginRadiusV2(commonOptions);
    var login_options = {};
    login_options.onSuccess = function(response) {
        // On Success
        LRObject.identify('salesmachine', response.Profile, {});//the standard mapping will be used
        console.log(response);
    };
    login_options.onError = function(errors) {
        // On Errors
        console.log(errors);
    };
    login_options.container = "login-container";
    LRObject.util.ready(function() {
        LRObject.init("login",login_options);
    });

• This passes an empty object to the mapping parameter to log the values of all the supported standard keys. Learn more about standard keys here.

Custom Mapping

If for some reason, you wish to handle user information manually but still use the LoginRadius method, you can do so by setting isCustom == true. The data object needs to be a JSON formatted object for the specified key-values you want to place into a user profile.

For example:

<script>
	var data = {
		"id" : "001",
		"Profession" : "Software Developer",
		"Plan Name" : "Premium",
		"Status" : "Paid"
	};
</script>

Event Tracking

In Salesmachine, events are called when recording a specific action in the application. Events are specific to a user and are tracked using the user ID as one of the parameters. Add the following code snippet inside the onSuccess functions you want to track:

salesmachine.track(response.Profile.Uid, "EVENT_NAME", {
	display_name: "EVENT NAME" 	//human readable name
});

For example:

<script>
	var login_options = {};
	login_options.onSuccess = function (response) {
		//On Success
		console.log(response);
		LRObject.identify('salesmachine', response.Profile, {});

		salesmachine.track(response.Profile.Uid, "login", {
	   		display_name : "Login"
		});
	};
	login_options.onError = function (errors) {
		//On Errors
		console.log(errors);
	};
	login_options.container = "login-container";

	LRObject.util.ready(function () {
	LRObject.init("login", login_options);
	})
</script>

• If isCustom is set to true or you decide on a custom mapping, make sure to pass the appropriate UID to the track function.

Viewing Data on Salesmachine

From the Admin-console, click the Customer tab. This will show you an overview of all your customers. Clicking on any customer will give you more detailed profile and activity information.

• See Salesmachine API for reference here.