(Last Updated On: October 28, 2021)
About This Article
SnapEngage automatically collects data about the visitor you’re chatting with, but sometimes it can be useful to collect additional information that is more specific to your needs.
This information can then be used in conjunction with the custom mappings of your integration, allowing to create versatile automated data insertion in your CRM of choice.
Getting the variables set up (either by defining them manually, or having them in a Prechat form) is the first half of the process. The second half is to identify the variable names within your SnapEngage Admin Dashboard, so that they will be imported into the SnapEngage system.
There are two ways you can do this; the Prechat/Offline Form, and manual variable assignment.
You can programmatically pass information to SnapEngage by setting variables in the global namespace. The variables/values you want to pass to SnapEngage MUST be set before the chat is initiated.
Note: The data types are not limited by SnapEngage, but they may be limited by what your particular CRM accepts. The safest data types that all CRMs accept are boolean, integer, and string.
Published January 18, 2012