The standard implementation of the YouLead system in the Magento 2.x store consists in installing the plugin and its correct configuration. The plugin does the following:
- Tracking code installation
- Tracking the registration form
- Customer data editing form tracking
- Tracking the subscription to the newsletter
- Product viewing tracking
- Cart tracking
- Purchase tracking
- Shopping cart
Installing YouLead plugin in the store
At https://marketplace.magento.com, search and buy the YouLead plugin
After completing the purchase, click the install button
If Access Key is not generated, you must manually generate by clicking the Create A New Access Key button.
After logging in to shop administration panel, go to the System -> Web Setup Wizard tab
Then select Extension Manager and complete the form with the previously generated keys. After entering the keys, click the Review and Install button, finde on the list the youlead/module-tracing and press Install button
Installed plugin will appear in the System -> Configuration tab.
In the panel, find YouLead Tracing and complete the plugin configuration with the data attached to this manual and set the Enabled field to Yes
Tracking code installation
The tracking code contains the customer ID given by YouLead administrator. It is added on each subpage of the website directly before the </body> tag
Tracking the registration form
Tracking the registration form is handled by the /Command/Contact/FillForm from the server Api. They are sent to YouLead :
- ylid and sessionId cookie data
- website address
- form name: form-validate
- data from the form (name, surname, email)
Customer data editing form tracking
Tracking the data editing form is carried out similary to tracking the registration form using the /Command/Contact/FillForm method.
Tracking the subscription to the newsletter
Tracking the subscription to the newsletter is carried out in a similar way to tracking the registration form using the /Command/Contact/FillForm method. YouLead is sent the e-mail address provided when completing the form.
Product viewing tracking
After each change in the basket, a function is called that sends the entire contents of the basket together with a link to save the basket.
When uploading the cart contents to the system, a cart recovery link is also sent that contains information about the current cart.