Configuring a capture widget

When you've created a capture widget from a template or from scratch, you can edit its content, style and settings.

The content editing features are similar for most capture widgets, although there are differences for embeddable form, tracked form, and spin the wheel capture widgets.

Content

The content section will be similar for most capture widgets. To edit the content:

1. After creating a capture widget from scratch or from a template, click Edit on the capture widget details page.
   The capture widget’s content editor page consists of numerous display components, such as Greeting and Thank you components, which contain the messages and controls to engage your visitors.
2. Edit the Greeting or Thank you display components, each of which is made up of one or more content components:
   • Click on the content component to expand and collapse the content.
   • Click and hold the content component or its re-order icon to drag and drop them.
   • Click the trash can icon to delete the content component.
   • Click Add content to add from the available content components for the capture widget, default options include:
     • Text
     • Button
     • Form
     • Coupon
     • Image
     • Video
     • Reaction
     • Survey
     • Countdown.

   NOTE: The content components Form, Reaction, and Survey add a Thank you display component which provides feedback or coupons to the user after completing the capture widget.

   
3. Review the changes in the capture widget preview on the right-hand-side of the screen, which:
   • Shows changes made to the content component.
   • Allows you to switch between the preview for the greeting and thank you display components of the capture widget.

4. Edit the style to change the appearance of the capture widget.

TIP: Click the merge tag icon to add merge tags to text and links.

Style

Edit the style to adjust the appearance of the capture widget.

On the Edit capture page, click Style and use the various options provided to customize the appearance of the capture widget. A preview of the capture widget is provided on the right as you alter options on the left.

Settings

Configuring the capture widget enables you to specifically target where, when, and how the capture widget appears for your users.

Use the configuration components on the left hand navigation bar target the capture widget.

Platforms and pages

In this section you can select the platforms you want to display the capture widget on, including web (desktop and mobile), and, where available, Android and iOS applications.

Once you’ve chosen the platforms to display the widget, you can specify the pages on which it appears. These options include:

• Any page,
• On any page, excluding specific pages, or
• On specific pages only.

When you select to exclude or specify the pages to display the capture widget, an Add page link appears. Click this link to specify:

• the exact URL (is) for the page which displays the capture widget,
• the exact URL (is not) for the page which should not display the capture widget,
• pages where the URL starts with a specific URL,
• pages where the URL ends with a text string,
• pages which contain (contains) a specific text string, or
• pages which do not contain (does not contain) a specific text string.

Recipients

In this section, set the rules determining who will see the capture widget.

People is used to target which people see the capture widget, based on the following options:

• Everyone— All visitors to your web page will be shown the widget.
• Contacts — These are visitors who are known people, such as those who have signed in to your web application or have an existing user session with it, and optionally meet the filter conditions for the capture widget to be displayed. These people are recognized as existing records in your CDP.
  Click Add condition to define a filter to further refine when the capture widget is displayed to people.
• Anonymous users — These are visitors who are unknown, such as people who have not yet signed in to the web application or do not have an identifiable user session with it. These people may or may not (yet) exist in your Ortto account’s customer data platform (CDP).

Location is used to present the capture widget to users based on their geographical location, which includes the following options:

• Anywhere,
• Anywhere, excluding specific countries,
• Specific countries only, or
• Within proximity of city.

Trigger

In this section, set the rules determining when visitors will see the capture widget.

Show the widget is used to choose when the capture widget will be displayed, and includes the following options:

• When page loads.
• When an element is clicked — The link or button is embedded on the web or mobile app page specifically to open the capture widget using an ID, or class. This could be located within any element of the web or mobile app page.
  The link ID is specified as #<id>, or the class is specified as .<class> in the configuration box.
• Based on rules — Set display conditions to determine when the widget will be shown. You can choose to have the widget show when any or all conditions are met.
  At Display conditions, you can set a custom amount of seconds spent on the page (up to 120 seconds), or choose from the available options for percentage scrolled and number of pages visited.

At Widget can show, select the frequency at which the widget is shown to a visitor.

Stop showing the widget is used to configure one or more options when the widget will no longer be shown to the visitor. The options are:

• When they convert.
• When they dismiss it — When the user clicks the X on the widget.
• After an expiration date — This setting is handy for widgets relating to time-sensitive information, such as promoting an event or sale.
  After the specified time, the widget will be turned off.