a. Create one scripting path for new customers which will contain Dan’s existing script page
b. Create a second scripting path for existing customers
a. Radio Buttons element that allows agent’s to choose if the customer is new or existing
b. Button element agents can click to navigate to the next page (determined by the radio button selection)
a. Text Block element containing tags that will populate the customer information collected from the CRM
a. Provide a name from the element via the Field Name element. This should not start with a number or contain any spaces or special characters
b. Under the Options section, select the Add Option button
c. Name this radio button option under the Name field. We’ll name this option ‘Existing customer’
d. Insert a value for this option in the Value field. For example, ‘existing’
e. Add another radio button option by selecting the Add Option button
f. Name this radio button option under the Name field. We’ll name this option ‘New customer’
g. Insert a value for this option in the Value field. For example, ‘new’
h. Toggle the Required Field setting on
i. Click Done to save the Radio Buttons element
a. Give your button a name via the Input Label setting
b. Navigate to the Actions tab
c. Select Navigation under Button Action
d. Under Change View (on click), select Go to Page and Next Tool from the two dropdown menus
e. Select Done to save the Button element
a. Name your tool via the Tool Name field at top right (optional)
b. Click into the first line and begin inputting your JavaScript code, or use Ctrl + Space to bring up a dropdown list of preexisting JavaScript functions
c. Continue entering code as desired
i. Reference the variables added in the first WWW tool (see substeps 6-9 under Step 3)
ii. Use the putData() JavaScript function to ensure the first web request performs correctly
a. Name your tool via the Tool Name field at top right (optional)
b. Click into the first line and begin inputting your JavaScript code, or use Ctrl + Space to bring up a dropdown list of preexisting JavaScript functions
c. Continue entering code as desired
i. Reference the variables added in the second WWW tool (see substep 15 under Step 3)
d. Click Save & close at top left once you’ve finished configuring your code
a. Name your tool via the Tool Name field at top right (optional)
b. Click into the first line and begin inputting your JavaScript code, or use Ctrl + Space to bring up a dropdown list of preexisting JavaScript functions.
c. Continue entering code as desired
i. Reference the variables added in the second WWW tool (see substep 15 under Step 3)
ii. Use the getData() JavaScript function to retrieve information acquired from the second WWW tool
iii. Use the putData() JavaScript function to place the retrieved customer information on the script page (see Step 5)
a. Select the {{add a tag}} button at top right of the text box to open the Available data - tagging modal window
i. Navigate to the Model tab
ii. Search for and select one of the tags associated with the JavaScript variable provided in the third JavaScript tool. This variable represents one part of the requested customer information
iii. Click Done to populate that tag in the text box
b. Repeat step 4a for all additional customer information tags you’d like to populate in the Text Block element
c. Configure the remaining Text Block element as desired
d. Click Done
a. In the first field, select {{add a tag}} at far right to open the Available data - tagging modal window
i. Navigate to the Model tab
ii. Locate and select the tag associated with the Radio Buttons element you added in the first Page tool (Step 2)
iii. Select Done to close the modal window
b. Select Equals from the dropdown menu
c. In the last field, select {{add a tag}} at far right to open the Available data - tagging modal window
i. Navigate to the Value From Data Source tab
ii. Select the value you assigned to the ‘New Customer’ option in the Radio Buttons element. In this case, the value would be ‘new’
a. In the first field, select {{add a tag}} at far right to open the Available data - tagging modal window
i. Navigate to the Model tab
ii. Locate and select the tag associated with the Radio Buttons element you added in the first Page tool (Step 2)
iii. Select Done to close the modal window
b. Select Equals from the dropdown menu
c. In the last field, select {{add a tag}} at far right to open the Available data - tagging modal window
i. Navigate to the Value From Data Source tab
ii. Select the value you assigned to the ‘Existing Customer’ option in the Radio Buttons element. In this case, the value would be ‘existing’