Capturing Data from Forms
When visitors or customers fill out forms on your website, they leave meaningful data. Using form tracking you can capture that information and combine it with profiles in Audience Manager. Having that done, you can prepare better remarking for your visitors and customers.
To start tracking data from a form, follow these steps:
- Go to Menu > Tag Manager.
- Navigate to Tags.
- Click a Create New Tag button and choose an Audience Manager Form Tracker tag.
- Add a form ID in the Form Data Tracking section. To find the form ID use the Inspect Element function in your browser.
- By default, an Audience Manager Form Tracker tag tracks data from all fields in a report (with some exceptions described below). Yet, you can tell the tag to track only the fields want by selecting Include Only Specific Fields option.
- To use form labels as attribute names, turn on the option in the Form Data Tracking Settings section. Yet, use it carefully. If your website runs in many languages, the data won’t be merged into one attribute. On the other hand, if a few forms have the same label, the tag will collect data from all those forms and store it as a one form attribute.
- When you’re done with settings, add a All Page Views trigger.
8. Click Save and publish the changes.
Things to know
Once the tag is published, Audience Manager will track the forms. Here are some important rules that apply to the form tracking:
- The input data gets saved into the Audience Manager only when the form is submitted
- Password inputs are not saved
- All data are collected as text values.
- Credit card data is not saved. We’re doing our best to guess when a form collects credit card information and ignore it. But in some cases, especially when the form is custom made, our patterns could be mismatched and credit card data will be captured. We recommend managing the form fields with sensitive data independently to be sure what types of data you are tracking.
- 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. For example, 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.