Financial Services

1// This helper function is used help with the Purchase flow and returns an array of lineItems
2function handleLineItems() {
3    let itemId;
4    if (window.localStorage.getItem('lastAddToCart')) {
5        itemId = window.localStorage.getItem('lastAddToCart');
6    }
7    let purchaseLineItems = [];
8    if (itemId != null) {
9        let lineItem = {
10            catalogObjectType: "Product",
11            catalogObjectId: itemId,
12            price: 1, 
13            quantity: 1
14        };
15        purchaseLineItems.push(lineItem);
16    }
17    return purchaseLineItems;
18}
19/* 
20 * This helper function handles adds to cart, adds the last carted item to local storage,
21and sets a user attribute
22 * called "lastAddToCart". This attribute can used for campaigns or recipe purposes. 
23*/
24function handleAddToCart(){
25    let cartedItem = SalesforceInteractions.mcis.getLastPathComponentWithoutExtension(window.location.href).toUpperCase();
26    window.localStorage.setItem("lastAddToCart", cartedItem);
27    SalesforceInteractions.sendEvent({
28        user: {
29            attributes: {
30                lastAddToCart: cartedItem
31            }
32        },
33        interaction: {
34            name: SalesforceInteractions.CartInteractionName.AddToCart,
35            lineItem: {
36                catalogObjectType: "Product",
37                catalogObjectId: cartedItem,
38                price: 1,
39                quantity: 1
40            }
41        }
42    })
43}
44/* This helper function passes in data from a form interaction and converts it into a proper actionEvent.
45 * It also pulls all the possible selectors for form inputs to make sure they get scraped
46 * to the correct user attributes.
47*/
48function handleFormInteraction({ interactionName, user = {}, order = {} }) {
49    const actionEvent = {
50        user: {
51            ...user
52        },
53        interaction: {
54            name: interactionName,
55            order: {
56                ...order
57            }
58        }
59    };
60    actionEvent.user.attributes = {
61        firstName: SalesforceInteractions.cashDom("#firstName, input[name='firstName'], #form-appointment-first-name,
62         #form-advisor-first-name, #form-advisor-first-name").val(),
63        lastName: SalesforceInteractions.cashDom("#lastName, input[name='lastName'], #form-appointment-last-name,
64         #form-advisor-last-name").val(),
65        emailAddress: SalesforceInteractions.cashDom("#email, input[name='email'], #form-appointment-email,
66         #form-advisor-email").val(),
67        zipcode: SalesforceInteractions.cashDom("#zip, input[name='postal'], #form-appointment-zip, #form-advisor-zip,
68         #form-application-zip").val(),
69        existingCustomer: SalesforceInteractions.cashDom("select.form-control option[selected], #form-appointment-existing,
70         #form-advisor-existing").val(),
71        phone: SalesforceInteractions.cashDom("input[name='phone'], #form-application-phone").val(),
72        companyName: SalesforceInteractions.cashDom("#form-appointment-company-name, #form-advisor-company-name").val(),
73        over18: SalesforceInteractions.cashDom("#inlineAge:checked").val(),
74        usCitizen: SalesforceInteractions.cashDom("#inlineCitizen:checked").val(),
75        birthday: SalesforceInteractions.cashDom("#datepicker, input[name='birthday']").val(),
76        addressLine1: SalesforceInteractions.cashDom("input[name='addr1'], #form-application-address-01").val(),
77    }
78    SalesforceInteractions.sendEvent(actionEvent);
79}
80/* This helper function helps with the form_complete pageTypes so the correct interaction name
81 * is fired based on the form completed.
82*/
83function handleCompleteInteraction() {
84    if (/^\/account\-application\-complete$/.test(window.location.pathname)) {
85        return "Open an Account Form - Complete";
86    } else if (/^\/quote\-application\-complete$/.test(window.location.pathname)) {
87        return "Get A Quote Form - Complete";
88    } else if (/loan\-application\-complete/.test(window.location.pathname)) {
89        return "Pre-Approved Form - Complete";
90    } else {
91        return "Schedule Apppointment Form - Complete";
92    }
93}
94
95SalesforceInteractions.init({
96    cookieDomain: "cumulusfinserv.com",
97    consents: [{
98        purpose: SalesforceInteractions.mcis.ConsentPurpose.Personalization,
99        provider: "Example Consent Manager",
100        status: SalesforceInteractions.ConsentStatus.OptIn
101    }]
102}).then(() => {
103    const sitemapConfig = {
104        global: {
105            contentZones: [
106                { name: "global_popup"}
107            ]
108        },
109        pageTypeDefault: {
110            name: "default"
111        },
112        pageTypes: [
113            {
114                name: "personal_home",
115                isMatch: () => /^\/$/.test(window.location.pathname),
116                interaction: {
117                    name: "Personal - Homepage"
118                },
119                contentZones: [
120                    { name: "personal_home_hero", selector: ".hero-inner" },
121                    { name: "personal_home_recommendations", selector: ".intro-content" },
122                    { name: "personal_home_nav", selector: "body > div.category-menu" },
123                ]
124            },
125            {
126                name: "corporate_home",
127                isMatch: () => /^\/corporate$/.test(window.location.pathname),
128                interaction: {
129                    name: "Corporate - Homepage"
130                },
131                contentZones: [
132                    { name: "corporate_home_hero", selector: ".hero-inner" },
133                    { name: "corporate_home_recommendations", selector: ".intro-content" },
134                    { name: "corporate_home_nav", selector: "body > div.category-menu" },
135                ]
136            },
137            {
138                name: "login",
139                isMatch: () => /^\/login$/.test(window.location.pathname),
140                interaction: {
141                    name: "Login Page"
142                },
143                listeners: [
144                    SalesforceInteractions.listener("submit", ".form-signin", () => {
145                        handleFormInteraction({
146                            user: {
147                                identities: {
148                                    emailAddress: SalesforceInteractions.cashDom("inputEmail").val(),
149                                    }
150                                },
151                            interactionName: "Contact Form Submit"
152                        });
153                    })
154                ]
155            },
156            {
157                name: "contact_us",
158                isMatch: () => /^\/company\/contact\-us$/.test(window.location.pathname),
159                interaction: {
160                    name: "Contact Us"
161                },
162                listeners: [
163                    SalesforceInteractions.listener("submit", ".form-signin", () => {
164                        handleFormInteraction({
165                            user: {
166                                attributes: {
167                                    message: SalesforceInteractions.cashDom(".form-control.contact").val()
168                                }
169                            },
170                            interactionName: "Contact Form Submit"
171                        });
172
173                    })
174                ]
175            },
176            {
177                name: "pdp",
178                isMatch: () => SalesforceInteractions.cashDom("div.container.product-intro").length > 0,
179                interaction: {
180                    name: SalesforceInteractions.CatalogObjectInteractionName.ViewCatalogObject,
181                    catalogObject: {
182                        type: "Product",
183                        id: SalesforceInteractions.resolvers.fromHref((url) => url.split("/").splice(-1)[0].toUpperCase()),
184                        attributes: {
185                            name: SalesforceInteractions.resolvers.fromSelector("h1"),
186                            description: SalesforceInteractions.resolvers.fromSelector(".product-intro h3"),
187                            price: 1,
188                            url: SalesforceInteractions.resolvers.fromHref(),
189                            imageUrl: SalesforceInteractions.resolvers.fromSelectorAttribute(".img-responsive", "src"),
190                            inventoryCount: 1
191                        },
192                        relatedCatalogObjects: {
193                            Category: SalesforceInteractions.resolvers.buildCategoryId(".nav a.current span", null, null, (id) => {
194                                let topLevel = SalesforceInteractions.cashDom("li.current a").text().trim().toUpperCase();
195                                return [topLevel+"|"+id.toUpperCase()];
196                            }),
197                            ItemClass: SalesforceInteractions.resolvers.fromSelectorMultiple("li.current a"),
198                            Keyword: SalesforceInteractions.resolvers.fromMeta("keywords", (keyword) => {
199                                return [keyword];
200                            }),
201                            Benefits: SalesforceInteractions.resolvers.fromSelectorMultiple(".product-details .col-md-6:nth-of-type(1) li"),
202                            Requirements: SalesforceInteractions.resolvers.fromSelectorMultiple(".product-details .col-md-6:nth-of-type(2) li")
203                        }
204                    }
205                },
206                listeners: [
207                    SalesforceInteractions.listener("click", ".product-intro .btn.green-btn.btn-med", handleAddToCart)
208                ],
209                contentZones: [
210                    { name: "pdp_cta", selector: ".btn.green-btn.btn-med" },
211                    { name: "pdp_image", selector: ".pdp-img-responsive"}
212                ]
213            },
214            {
215                name: "Category",
216                isMatch: () => SalesforceInteractions.cashDom("div.offerings").length === 1,
217                interaction: {
218                    name: SalesforceInteractions.CatalogObjectInteractionName.ViewCatalogObject,
219                    catalogObject: {
220                        type: "Category",
221                        id: SalesforceInteractions.resolvers.buildCategoryId(".nav a.current span", null, null, (id) => {
222                            let topLevel = SalesforceInteractions.cashDom("li.current a").text().trim().toUpperCase();
223                            if (/.*\/investing\/retirement\-planning$/.test(window.location.href)) {
224                                return "PERSONAL|INVESTING|RETIREMENT PLANNING";
225                            } else {
226                                return topLevel+"|"+id.toUpperCase();
227                            }
228                        }),
229                        attributes: {
230                            name: SalesforceInteractions.resolvers.fromSelector("h1"),
231                            url: SalesforceInteractions.resolvers.fromHref(),
232                            imageUrl: SalesforceInteractions.resolvers.fromSelectorAttribute(".img-responsive", "src"),
233                        }
234                    }
235                },
236                contentZones: [
237                    { name: "category_hero_img", selector: ".svg-hero-container img" }
238                ]
239            },
240            {
241                name: "pre_approved",
242                isMatch: () => /\/get-preapproved/.test(window.location.href),
243                interaction: {
244                    name: "Pre-Approved"
245                },
246                listeners: [
247                    SalesforceInteractions.listener("click", "#form-application-01-next", () => {
248                        handleFormInteraction({
249                            interactionName: "Pre-Approved Form - Step 1 Submit",
250                        });
251                    }),
252                     SalesforceInteractions.listener("click", "#form-application-02-next", () => {
253                        handleFormInteraction({
254                            user: {
255                                attributes: {
256                                    loanAmount: SalesforceInteractions.cashDom("#form-application-loan-amount").val(),
257                                    purchasePrice: SalesforceInteractions.cashDom("#form-application-purchase-price").val(),
258                                    downPayment: SalesforceInteractions.cashDom("#form-application-down-payment").val(),
259                                    propertyType: SalesforceInteractions.cashDom("#form-application-property-type").val(),
260                                    realtorPhone: SalesforceInteractions.cashDom("#form-application-phone-number").val()
261                                }
262                            },
263                            interactionName: "Pre-Approved Form - Step 2 Submit",
264                        });
265                    }),
266                    SalesforceInteractions.listener("click", "#startJourney", () => {
267                        handleFormInteraction({
268                            interactionName: SalesforceInteractions.OrderInteractionName.Purchase,
269                            user: {
270                                attributes: {
271                                    income: SalesforceInteractions.cashDom("input[name='income']").val(),
272                                    assets: SalesforceInteractions.cashDom("input[name='assets']").val()
273                                }
274                            },
275                            order: {
276                                lineItems: handleLineItems()
277                            }
278                        })
279                    }),
280                    SalesforceInteractions.listener("click", "#msform", (event) => {
281                        if (SalesforceInteractions.cashDom(event.target).closest(".save").length > 0) {
282                            const step = SalesforceInteractions.cashDom("#progressbar .active").length;
283                            if (step > 0) {
284                                handleFormInteraction({
285                                    user: {
286                                        attributes: { accountLifecycleState: "Pre-approved Open" }
287                                    },
288                                    interactionName: "Pre-approved Form Step " + step + " Save For Later",
289                                });
290                            }
291                        }
292                    })
293                ]
294            },
295            {
296                name: "form_complete",
297                isMatch: () => /(appointment\-confirmed)|(loan\-application\-complete)|(^\/quote\-application\-complete$)
298                |(^\/account\-application\-complete$)]/.test(window.location.pathname),
299                interaction: {
300                    name: handleCompleteInteraction()
301                },
302                contentZones: [
303                    { name: "form_complete_app_wrapper", selector: ".application-wrapper" },
304                    { name: "schedule_appointment_complete_app_wrapper", selector: ".ty-white-wrapper" }
305                ]
306            },
307            {
308                name: "get_quote",
309                isMatch: () => /\/get\-a\-quote/.test(window.location.href),
310                interaction: {
311                    name: "Get A Quote"
312                },
313                listeners: [
314                    SalesforceInteractions.listener("click", "#form-application-01-next", () => {
315                        handleFormInteraction({
316                            interactionName: "Get A Quote Form - Step 1 Submit",
317                        });
318                    }),
319                     SalesforceInteractions.listener("click", "#form-application-02-next", () => {
320                        handleFormInteraction({
321                            user: {
322                                attributes: {
323                                    lastInsuranceType: SalesforceInteractions.cashDom("#insuranceType").val().toUpperCase(),
324                                }
325                            },
326                            interactionName: "Get A Quote Form - Step 2 Submit",
327                        });
328                    }),
329                    SalesforceInteractions.listener("click", "#startJourney", () => {
330                        handleFormInteraction({
331                            interactionName: SalesforceInteractions.OrderInteractionName.Purchase,
332                            order: {
333                                lineItems: handleLineItems()
334                            }
335                        })
336                    }),
337                    SalesforceInteractions.listener("click", "#msform", (event) => {
338                        if (SalesforceInteractions.cashDom(event.target).closest(".save").length > 0) {
339                            const step = SalesforceInteractions.cashDom("#progressbar .active").length;
340                            if (step > 0) {
341                                handleFormInteraction({
342                                    user: {
343                                        attributes: { accountLifecycleState: "Get A Quote Open" }
344                                    },
345                                    interactionName: "Get a Quote Form Step " + step + " Save For Later",
346                                });
347                            }
348                        }
349                    })
350                ]
351            },
352            {
353                name: "apply_creditcard",
354                isMatch: () => /\/apply\-for\-a\-card/.test(window.location.href),
355                interaction: {
356                    name: "Apply For Credit Card"
357                },
358                listeners: [
359                    SalesforceInteractions.listener("click", "fieldset:nth-of-type(1) input.next.btn.green-btn.btn-med", (event) => {
360                        handleFormInteraction({
361                            interactionName: "Apply for Credit Card Form - Step 1 Submit",
362                        });
363                    }),
364                     SalesforceInteractions.listener("click", "fieldset:nth-of-type(2) input.next.btn.green-btn.btn-med", (event) => {
365                        handleFormInteraction({
366                            user: {
367                                attributes: {
368                                    lastCCType: SalesforceInteractions.cashDom("#card option").val().toUpperCase(),
369                                }
370                            },
371                            interactionName: "Apply for Credit Card Form - Step 2 Submit",
372                        });
373                    }),
374                    SalesforceInteractions.listener("click", "fieldset:nth-of-type(3) input.next.btn.green-btn.btn-med", (event) => {
375                        handleFormInteraction({
376                            user: {
377                                attributes: {
378                                    city: SalesforceInteractions.cashDom("input[name='city']").val(),
379                                    state: SalesforceInteractions.cashDom("input[name='state']").val()
380                                }
381                            },
382                            interactionName: "Apply for Credit Card Form - Step 3 Submit",
383                        });
384                    }),
385                    SalesforceInteractions.listener("click", "#startJourney", () => {
386                        handleFormInteraction({
387                            interactionName: SalesforceInteractions.OrderInteractionName.Purchase,
388                            order: {
389                                lineItems: handleLineItems()
390                            }
391                        })
392                    }),
393                    SalesforceInteractions.listener("click", "#msform", (event) => {
394                        if (SalesforceInteractions.cashDom(event.target).closest(".save").length > 0) {
395                            const step = SalesforceInteractions.cashDom("#progressbar .active").length;
396                            if (step > 0) {
397                                handleFormInteraction({
398                                    user: {
399                                        attributes: { accountLifecycleState: "Apply for Credit Card Open" }
400                                    },
401                                    interactionName: "Apply for Credit Card Form Step " + step + " Save For Later",
402                                });
403                            }
404                        }
405                    })
406                ]
407            },
408            {
409                name: "open_account",
410                isMatch: () => /\/open\-an\-account/.test(window.location.href),
411                interaction: {
412                    name: "Open an Account"
413                },
414                listeners: [
415                    SalesforceInteractions.listener("click", "#form-application-01-next", () => {
416                        handleFormInteraction({
417                            interactionName: "Open an Account Form - Step 1 Submit",
418                        });
419                    }),
420                     SalesforceInteractions.listener("click", "#form-application-02-next", (event) => {
421                        handleFormInteraction({
422                            user: {
423                                attributes: {
424                                    lastAccountType: SalesforceInteractions.cashDom("#form-application-account-type").val().toUpperCase(),
425                                }
426                            },
427                            interactionName: "Open an Account Form - Step 2 Submit",
428                        });
429                    }),
430                    SalesforceInteractions.listener("click", "#form-application-03-next", () => {
431                        handleFormInteraction({
432                            user: {
433                                attributes: {
434                                    addressLine2: SalesforceInteractions.cashDom("#form-application-address-02").val(),
435                                    city: SalesforceInteractions.cashDom("#form-application-city").val(),
436                                    state: SalesforceInteractions.cashDom("#form-application-state").val(),
437                                }
438                            },
439                            interactionName: "Open an Account Form - Step 3 Submit",
440                        });
441                    }),
442                    SalesforceInteractions.listener("click", "#startJourney", () => {
443                        handleFormInteraction({
444                            interactionName: SalesforceInteractions.OrderInteractionName.Purchase,
445                            order: {
446                                lineItems: handleLineItems()
447                            }
448                        })
449                    }),
450                    SalesforceInteractions.listener("click", "#msform", (event) => {
451                        if (SalesforceInteractions.cashDom(event.target).closest(".save").length > 0) {
452                            const step = SalesforceInteractions.cashDom("#progressbar .active").length;
453                            if (step > 0) {
454                                handleFormInteraction({
455                                    user: {
456                                        attributes: { accountLifecycleState: "Account Application Open" }
457                                    },
458                                    interactionName: "Open an Account Form Step " + step + " Save For Later",
459                                });
460                            }
461                        }
462                    })
463                ]
464            },
465            {
466                name: "schedule_appointment",
467                isMatch: () => /\/corporate\/schedule\-appointment$/.test(window.location.href),
468                interaction: {
469                    name: "Schedule Appointment"
470                },
471                listeners: [
472                    SalesforceInteractions.listener("click", "#form-appointment-schedule-btn", () => {
473                        handleFormInteraction({
474                            interactionName: SalesforceInteractions.OrderInteractionName.Purchase,
475                            order: {
476                                lineItems: handleLineItems()
477                            },
478                            user: {
479                                attributes: {
480                                    appointmentReason: SalesforceInteractions.cashDom("#form-appointment-reason").val(),
481                                    branch: SalesforceInteractions.cashDom("#form-appointment-branch").val(),
482                                    lastApptDate: SalesforceInteractions.cashDom("#form-appointment-date").val(),
483                                    lastApptTime: SalesforceInteractions.cashDom("#form-appointment-time").val()
484                                }
485                            }
486                        })
487                    })
488                ]
489            },
490            {
491                name: "learn_more",
492                isMatch: () => /\/corporate\/learn\-more/.test(window.location.href),
493                interaction: {
494                    name: "Learn More"
495                },
496                listeners: [
497                    SalesforceInteractions.listener("click", "#form-advisor-submit-btn", () => {
498                        handleFormInteraction({
499                            interactionName: "Learn More Form - Submit",
500                            user: {
501                                attributes: {
502                                    companySize: SalesforceInteractions.cashDom("#form-advisor-company-size").val(),
503                                    industry: SalesforceInteractions.cashDom("#form-advisor-industry").val(),
504                                }
505                            }
506                        })
507                    })
508                ]
509            }
510        ]
511    };
512
513    SalesforceInteractions.initSitemap(sitemapConfig);
514});

1Evergage.init().then(() => {
2  const config = {
3    global: {},
4    pageTypes: [
5      {
6        name: "home",
7        action: "Homepage",
8        isMatch: () => /^\/$/.test(window.location.pathname),
9        contentZones: [
10          { name: "home_hero", selector: ".hero-inner" },
11          { name: "home_recommendations", selector: ".intro-content" },
12          { name: "home_nav", selector: "body > div.category-menu" },
13        ],
14      },
15      {
16        name: "product_detail",
17        isMatch: () => Evergage.cashDom("div.container.product-intro").length > 0,
18        action: "View Product",
19        catalog: {
20          Product: {
21            _id: Evergage.resolvers.fromHref((url) => url.split("/").splice(-1)[0].toUpperCase()),
22            name: Evergage.resolvers.fromSelector("h1"),
23            price: 1,
24            url: Evergage.resolvers.fromHref(),
25            imageUrl: Evergage.resolvers.fromSelectorAttribute(".img-responsive", "src"),
26            inventoryCount: 1,
27            categories: Evergage.resolvers.buildCategoryId(
28              ".nav a.current span",
29              null,
30              null,
31              (id) => {
32                return [id];
33              },
34            ),
35            relatedCatalogObjects: {
36              // In case you're using 'dimensions' instead of 'relatedCatalogObjects', you can continue to do so as they both function the same way.
37              ItemClass: Evergage.resolvers.fromSelectorMultiple("li.current a"),
38            },
39          },
40        },
41        listeners: [
42          Evergage.listener("click", ".product-intro .btn.green-btn.btn-med", (event) => {
43            Evergage.sendEvent({
44              itemAction: Evergage.ItemAction.AddToCart,
45              cart: {
46                singleLine: {
47                  Product: {
48                    _id: Evergage.util
49                      .getPathname(window.location.href)
50                      .split("/")
51                      .splice(-1)[0]
52                      .toUpperCase(),
53                    price: 1,
54                    quantity: 1,
55                  },
56                },
57              },
58            });
59          }),
60        ],
61        contentZones: [{ name: "product_detail_cta", selector: ".btn.green-btn.btn-med" }],
62      },
63      {
64        name: "pre_approved",
65        isMatch: () => /\/get-preapproved/.test(window.location.href),
66        action: "Pre-Approved",
67        listeners: [
68          Evergage.listener("click", "#msform", (event) => {
69            if (Evergage.cashDom(event.target).closest(".next").length > 0) {
70              const step = Evergage.cashDom("#progressbar .active").length - 1;
71              if (step > 0) {
72                const email = Evergage.cashDom("#form-application-email").val();
73                let actionEvent = {
74                  user: {},
75                  action: "Get Pre-Approved Form Step " + step + " Submit",
76                };
77                if (email) {
78                  actionEvent.user.id = email;
79                }
80                Evergage.sendEvent(actionEvent);
81              }
82            } else if (Evergage.cashDom(event.target).closest(".save").length > 0) {
83              const step = Evergage.cashDom("#progressbar .active").length;
84              if (step > 0) {
85                const email = Evergage.cashDom("#form-application-email").val();
86                let actionEvent = {
87                  user: {
88                    attributes: { LifecycleState: "Mortgage Application Open" },
89                  },
90                  action: "Get Pre-Approved Form Step " + step + " Save For Later",
91                };
92                if (email) {
93                  actionEvent.user.id = email;
94                }
95                Evergage.sendEvent(actionEvent);
96              }
97            }
98          }),
99        ],
100      },
101    ],
102  };
103
104  Evergage.initSitemap(config);
105});