The purpose of this article is to show how a user's email is received in the Master Data CRM. For this, it will be demonstrated how Checkout, RC.JS and Master Data work together to capture the email information of a new user.
For better understanding, we will present a scenario (divided into 3 steps), where the user successfully completes his purchase and the order is forwarded to OMS, while his email is transmitted securely to Master Data. In this context, user actions and platform flow occur in the following order:
Step 1 (Email filling)
| User | VTEX Platform |
|---|---|
| Visits the store's website for the first time (user without registration) and search for the desired item. | In the browser, the Portal module prompts RC.JS (request capture javascript) to pass the information along. |
Add the product to the cart and click on the Proceed to checkout button. | The Checkout module sends the following message to RC.JS: “Hello, we have a transaction about to happen. Please pass this information along.” |
| Fill in your email. | The information is forwarded to the Profile System. At this stage, email is only captured by Profile System, not RC.JS. |
Step 2 (Filling in personal data)
| User | VTEX Platform |
|---|---|
| Fill in the mandatory personal information (name, surname and CPF). | The information is forwarded to the Profile System. At this stage, email is only captured by Profile System, not RC.JS. |
Step 3 (Confirmation of sending personal data)
| User | VTEX Platform |
|---|---|
Click on Go to delivery. | Checkout prompts RC.JS to transfer email address and cart information to Master Data (via Profile System). |
So that the abandoned cart function can be used , the user must have filled in the following information: e-mail, name, surname and CPF. The lack of one of these data, makes it impossible to use the abandoned cart.
| User | VTEX Platform |
|---|---|
| Fill in the shipping and payment information. | The Checkout orderForm becomes an order and is transmitted to the VTEX OMS. The user's complete information (first name, last name, email, cart and all additional information) is transmitted to Master Data. Email capture can take up to 46 minutes to properly reflect in CRM. |
Each VTEX module is responsible for requesting RC.JS to transmit the data captured in the session. RC.JS is intended to act as a "messenger" of information.
