Capturing data from forms
January 29, 2018
Enabling forms tracking
In order to start tracking data from particular forms, you have to enable it by adding Audience Manager Form Tracker tag in the Tag Manager:
1. Go to Tag Manager and choose the Tags section
2. Open already created Audience Manager Form Tracker tag template or create a new tag
3. From the list of tag types, select: Audience Manager Form Tracker
4. In the section ‘Form data tracking’ include the forms you would like to track by inserting their IDs. The easiest way to find the form ID is to use the ‘Inspect element’ function in your browser. You can also find it by opening the developer tools in your browser.
5. By default, all fields of the specified forms will be tracked (apart from the special ones, described below). You can change this behavior by indicating which fields you would like to track for this specific form.
6. In the next section ‘Form data tracking settings’ you can turn on the option to ‘Use form labels as attribute names’. Please, use it carefully. When your website is available in many languages, the data won’t be merged into one attribute. On the other hand, when multiple forms have the same label names, those attributes will be collecting data from all of them into a single form attribute.
7. Scroll down and add All Page Views trigger.
8. Click Save and publish the changes.
Forms tracking behavior
Once the tag is published, Audience Manager will be tracking the chosen forms. Important rules and behavior of form tracking:
- The input data gets saved into the Audience Manager only when the form is submitted
- Password inputs are not saved
- Credit card data is not saved – we’re doing our best to guess that detected form collects credit card information and ignore it but in rare cases when the form is of a custom setup, our patterns could be mismatched and credit card data will be captured. We are always recommending to independently manage the form fields that contain the sensitive data (e.g. the payments) to make double-sure what actual fields you track.
- Data from forms is saved as custom attributes in the profile. The name of an attribute is taken from the name of the input field of the form.
I.e. if the form has following input fields with names defined in HTML attributes: name, gender, email_address, they will be saved in the profile under attributes with exactly the same names.
- Saving email as one of the profile IDs – Audience Manager tests form values against patterns matching the email address. In case there is a match, regardless of what was the name of the input field the email address will be saved as one of profile IDs under email attribute. Based on the example form described in the above point there will be 2 attributes saved:
- email – special attribute maintained by Audience Manager as one of profile IDs
- email_address – attribute saved directly from the submitted form
- If the profile already exists an attribute with a given name, it’s replaced by the latest value sent to Audience Manager.