Home > SnapEngage Data for Integration Custom Mappings

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(Last Updated On: October 23, 2018)

In this document, you’ll find descriptions for each field available in your Integration’s Custom Mappings under the “SnapEngage” Source Type, and how to use them:


 


Browser = Which browser is the visitor using

Browser Abbreviated = Which browser is the visitor using minus version number

Browser Data (user agent) = Which browser the agent is using

Chat Agent Alias = The alias name for the agent configured with edit agent settings

Chat Agent IM ID = Chat agent email address

Chat Duration = The length of the chat (in seconds)

Chat End Date = Date the chat ended

Chat Ended By = Who ended the chat (agent, visitor, idled out)

Chat Responded = True or False was the chat responded to

Chat Start Date = The date the chat started

Chat Transcript = The transcript of the chat

Chat Wait Time = How long a visitor waited before an agent responded to the chat for the first time

City = The city from where the visitor chatted in from

Contact Phone = Visitors phone number (if available)

Country = The country from where the visitor chatted in from

Country Code = The code of the country from where the visitor chatted in from

Description = The visitors first message

Entry URL = This is the first page on your website where a visitor landed

Flash = Whether or not the visitor has Flash enabled. True or False

Full Geolocation = The full geolocation of the visitor

IP Address = The IP address for the visitor

ISP = The visitor’s Internet Service Provider{Java} =Whether or not the visitor has Java enabled. True or False

Languages = The visitor’s language

Latitude = The latitude of the visitor’s location

Link to case = A URL link for the transcript

Longitude = The longitude of the visitor’s location

Operating System = The operating system of the visitor

OS Abreviated =Abreviated info about the operating system of the visitor

Phonenumber = The visitor’s phone number if found during social discovery lookup.

Plugins = Any plugins the visitor has on their browser

Referrer Decoded = Displays the search term a visitor used to find your website. Only shows if visitor used a search engine to find you. (Only works with Bing as Google now encrypts searches)

Referrer URL = This is the URL from which a visitor arrived on your site. Also shown as “Coming from” on chat transcripts

Requester email = The visitor’s email address

Set Language Code = The language code (en,sp,fr, ect.)

Source Type = Will add following text “Message” for offline and Live_chat for online chats

State = The state from where the visitor chatted in from

Website URL = The page the visitor started the chat on

*The agent integration ID field is available in the SnapEngage section for integrations that all custom mappings. This can be used to map for example in Zendesk to override the submitter ID You can read more here after #4.

SnapEngage allows you to map different types of data to different fields and objects in your CRM/Help Desk. This document will show you how Custom Mappings work, and how to add them to improve the functionality of your Integration!

The Custom Mappings feature is available in the following integrations: Salesforce, Zendesk, Desk.com, Hubspot, UserVoice, MS Dynamics and Jira.


If you’re just looking for an explanation of the SnapEngage data that
is available to you, see the list here!


Let’s add some Custom Mappings!

Adding Custom mappings is quite simple. First, login to your SnapEngage Admin Dashboard and go to -> Integrations.

If the integration you are using supports mapping, for example SalesForce or Zendesk, then scroll to down to the bottom of the window.

On the left side is the data from SnapEngage that you want to pass to your Integration.

On the right side is the Object specific field in your integration system that you want the data to be mapped to.

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Data to be mapped: Source Type, Source Value and chat/offline buttons

We have 4 available Source types to map:

  •  SnapEngage – Select this option if you want to map data that SnapEngage collects in the beginning of every chat or every offline message. In the  Source Value you can see all the different types of data SnapEngage provides. Take a look here to see all the explanation about every Source  Value. In this example the Source type is SnapEngage and we are selecting ‘Chat transcript’ as the Source value.

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  • JavaScript – Select this option if you want to pass your JavaScript Variables to a field in your integration. To use this option, please follow first the steps in this article. After adding the JS variables to the Options tab you will be able to select the variables from the Source Value. In the next example we want to map ‘First’ (a custom JavaScript variable that holds the first name of the web visitor) to a field in our integration.

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  • Text – Select this option if you want to pass a simple text to a field in your integration. You can enter any text you want in the Source Value and this text will be added to the selected field on the right side. In the next example we will enter the Text ‘Live chat’ to the field Subject.

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  • Operator Var – Select this option if you want to add any data that the agent added on the fly during the live chat. You can read here on how to use the Operator Variables during the chat. The Source Value will be the name of the operator variable you are going to use to assign values during the chat. For example, if during the chat the agent enters the operator variable: “\Company=AwesomeChat” and you want the value ‘AwesomeChat’ to be mapped to a field in your integration, you need to enter the Source value ‘Company’. Please note that the agent needs to enter this Operator Variable with a \backslash or /slash at the beginning.

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To the left of the mapping item you can see two buttons. These decide if the this Custom Mapping item will be only for Chat transcripts or only for Offline cases or for both.

Custom Mapping item will be available for Chat transcript and Offline Message mappings-9.

Custom Mapping item will be available only for Chat transcript mappings-7.

Custom Mapping item will be available only for Offline message mappings-8.


Objects and Fields from your CRM/Help Desk

On the right side if the Custom Mapping Item you can select the destination of the data you selected on the left side.

Object – the available objects for the selected integration (different for each integration). In most of the case one of the objects is the User (Customer/Contact/Account) and the second object will be where is the chat transcript is usually sent to (Ticket/Case/Issue and more). Select the object you want to map the data to.

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Type – the Object will have two different types of fields: Standard fields and Custom fields. The standard fields will appear in every Object of your integration. The custom fields are created by you in your selected CRM/Help Desk. In the next example you will see 2 different mappings types, one for Standard type field Company in Customer object  and the second is Custom type field Brand in Case object.

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Fields – the last part are the available fields which are the destination of your mapped data.

*Note: Mapping data to the same field more than once, will add all the Custom Mapping items to the field with a space ‘  ‘ between each value.

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Published October 2, 2013