Add data from forms on your website

If you want to add to Audience Manager data from forms on your website like name, surname, email address, and more, you need to set up a custom tag. When a visitor fills out the form, the tag will capture these pieces of information and send it to Audience Manager.

A form on Clear Bank's website.

Before you start

Here are some things to know before you begin the process:

  • Data are saved after a visitor submits the form.
  • Passwords and credit card data are not saved. But if you use a custom-made form, make sure that sensitive data are not collected.
  • Data are saved as attributes. The form label is used as an attribute name, for example, the input field name is saved as name attribute.
  • If there is an attribute with the same name as the form field, it’ll be replaced with the new attribute.
  • When collecting the email address, Audience Manager uses it as a profile ID and saves as an email attribute. If your form has a different label for an email address, then Audience Manager will also save this second attribute, for example, email_address.

Find the form ID

Before you set up the custom tag, you need to find the form ID for the forms that you’ll want to track.

The form ID is the CSS attributes of the form and you can find it using an inspector in your website browser or a debug mode (Event log > Variables). For example, a code with this element could look like this:

<form class="et_pb_contact_form clearfix" method="post" action="https://clearbank/contact/" name="contact form" id="CF-123">.

A form ID in the website's source code.

Set up form tracking

Once you have the form ID ready, you can move on to creating the tag with the trigger.

To set up a tag for tracking data from forms, follow these steps:

  1. Go to Menu > Tag Manager.
  2. Navigate to Tags.
  3. Click Create new tag.
  4. Name the tag.
  5. Pick Audience Manager Form Tracker tag type, and click Save.
  6. Click + Add form ID to include, and type the form ID.
  7. Add a form ID in Audience Manager form tracking tag.
  8. Optionally, click Include only specific fields and define the fields that you want to track. By default, the tag tracks all fields.
  9. Additional setup in the Audience Manager form tracking tag.
  10. Optionally, toggle Use form labels as attribute names.
  11. Toggle Use form labels as attribute names in the Audience Manager form tracking tag.

    Tip: If several forms on your website have the same label, the tag will collect data from all those forms and store it as one attribute. But if your website runs in many languages and labels are different in each language, the data won’t be merged into one attribute.

  12. In Tag triggers, click + Existing trigger.
  13. Select the All page views trigger, and click OK.
  14. Click Save for the tag and then click Publish.

Once the tag is published, the tag will start collecting data from forms and send it to Audience Manager.

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