Simon Data

Customer Recognition Tag

If you are integrating FullContact's Customer Recognition Tag with Simon Data's "Simon Signal" tag, make sure you have followed the below steps before getting started:

1.) Received confirmation from Simon Data that your CRM file has been loaded

2.) Been given an authorization key from Simon Data:

ex: 7W1fw6wYJa5tzdP2iB0po6UM5PznZDld

3.) Have an existing Simon Signal tag in your tag manager of choice (ex: Google Tag Manager or Tealium)

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Implementations Vary!

If your Simon Signal tag integration has been customized or modified from the standard implementation, names and variables may be different. Make sure to double-check the variables and tag names your implementation is using before using the below code.

If all 3 steps above has been taken, find the Simon Signal tag (usually called "Simon Data - Primary Tag", and modify it's HTML. Add the below code to the end of the line, right above the ending script line:

(function(w, d, s, o, f, js, fjs) {
    w['FCObject'] = o;
    w[o] = w[o] || function() {
      (w[o].q = w[o].q || []).push(arguments)
    };
    js = d.createElement(s), fjs = d.getElementsByTagName(s)[0];
    js.id = o;
    js.src = f;
    js.async = 1;
    fjs.parentNode.insertBefore(js, fjs);
  }(window, document, 'script', 'fc', 'https://tags.fullcontact.com/anon/fullcontact.js'));
  var config = {
    forceCallback: true,
    callback: function(pid) {
      if (!{{Simon Data - email}}) {
        sd.identify("", {
          'personId': pid
        });
      } else {
        sd.identify("", {
          'email': {{Simon Data - email}}
        });
      }
    }
  };
  fc('init', "YOUR AUTHORIZATION KEY HERE", config);
</script>

Make sure you set the 'Triggering' event in the Simon Tag configuration to 'Event - user_data' - otherwise, this will trigger on every page.

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Edit it!

Make sure you modify the above code by adding your Simon Data provided Authorization Key.

When you save and publish the new code, you are all setup. PersonID for recognized customers will begin to funnel into the Simon Data platform for anonymous visitors.

FAQs

Q1. I am not seeing PersonID - what's wrong?

Answer: While a PersonID is not given for every website visitor, you should start to see around 30%+ of traffic identified. If no PersonIDs are appearing at all, make sure you have your Authorization Key copied correctly.

Q2. After a customer authenticates and logs in, the PersonID is overriding their email address. How do I prevent this?

Answer: The code assumes you have two things:

A.) The customer's authenticated email being stored locally on the browser, and
B.) The email is present in the 'Simon Data - email' variable.

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NOTE: ‘Simon Data - email’ is a placeholder; please replace it in the code snippet below with your own global email variable.

callback: function(pid) {
      if (!{{Simon Data - email}}) {
        sd.identify("", {
          'personId': pid
        });
      } else {
        sd.identify("", {
          'email': {{Simon Data - email}}
        });
      }
    }

Q3. PersonID is still overriding the customer’s email address after they log in, even though I inserted the above snippet into my code. How do I resolve this?

Answer: Check your trigger condition and alter it if necessary so that the tag will not activate until the email value is present. See the before and after in the example screenshot below: