Exercise - Creating a Web Capture form

Why use web Capture?

Web capture is an invaluable asset to any business allowing you to collect new data on existing contacts i.e. personal information & event/newsletter sign up or even an Unsubscribe preference centre! As well as being able to update existing contact information to insure that you have the highest level of data available with no manual effort needed. It’s also worth noting that web capture is available under tools, this can be added to your website to collect new contact data.

Landing Zone Example:

Landing Zone Example:

Tools/Web Capture Example:

Tools/Web Capture Example:

Creating a sign up form (Tools/Web Capture)

1. Create a new Web Capture Form

2. Insert a table 4x2

3. Add:

First Name

Last Name

Email

4. Place your cursor in to the top right hand cell and click insert web capture

Web Capture details

Web Capture details
  1. Add name of field
  2. Select the tick box (allows contact mapping)
  3. Map to the correct field in the contact data base
  4. Select your question field type
  5. Click next

6. Set as mandatory

7. Change text to First Name Missing

8. Click Finish

7. Repeat this step for Last Name & Email (Email= EmailLogin)

8. Now place your cursor in the bottom right hand side of the table

9. Click on insert Web Capture submit button

10. Create the text of "Submit"

11. supply a thank you message

12. Provide a group a group name (this could be attached to a campaign)

13. Click Next

14. Click Finish (this option is selected to approve all data entry's but you are able to allow this to go straight back to the data base)

Add the form to your web page

Add the form to your web page

15. select the details tab

16. select the URL and past in to a browser; Test!

17. Happy with your test you can now add the code to the Iframe on your website

18. Save & close

Example:

Example:

Note to retrieve contact data with summary approval switched on you will need to go to reporting and Data Cleanse

Note to retrieve contact data with summary approval switched on you will need to go to reporting and Data Cleanse