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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
      • Net promoter score (NPS)
      • 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.

    Adding and editing components (Click on the GIF to maximize it)
  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.

Example merge tag in a link

Text content block

The text content block allows you to easily add and customize text within your widget. Use it to share information, instructions, or any written content that enhances your widget's functionality or website visitor experience.

Example text content block settings.

Button content block

The button content block lets you add interactive buttons to your widget, empowering users to take specific actions. Each button includes an On Click dropdown menu where you can define its behavior.

Supported actions include:

  • Go to URL: Directs visitors to a specified web page.
  • Go to next step: Provides visitors with the thank-you view of the widget.
  • Accept cookies: Allows visitors to accept your site's cookie policy.
  • Request push permission: Prompts visitors to enable push notifications.
  • Close widget: Closes the widget immediately.
  • Send email: Opens the visitor’s default email client with a pre-filled email.
  • Download file: Provides visitors with a downloadable file.

The +Add secondary button option is also available to include an additional button with the same customization settings, giving visitors more flexibility to engage with your widget.

TIP: You can use the Download file option to provide files to visitors when the click on that button. Learn more about setting up file downloads in capture widgets.

Example button content block settings.

Form content block

When building your capture widget, you can use the Form content block to capture contact submissions.

This form block will allow you to include any contact or organization fields. The content block will require one of the account's unique identifiers to be included as a field.

You can use the Add field option to include additional fields in the form.

Clicking on the field name will also allow you to customize the options for how the field data is managed. Learn more about how to pre-fill and hide form field data.

Contacts who submit a capture form will automatically be subscribed for email marketing.

TIP: To let contacts submit the form without being automatically subscribed, use the Add field option to include the Email permission field.

This adds a checkbox to your form, allowing contacts to opt in to email marketing by selecting it or remain unsubscribed by leaving it unchecked when submitting the form.

Example of a capture widget with the Email permission field.

Image content block

The image content block allows you to display image files in your widget. This block supports PNG, JPG, GIF and WEBP file types. Use it to showcase visuals, logos, or any graphic elements that enhance your widget's design and communicate your message effectively.

NOTE: Image must have a max width of 2048px and a max height of 2048px.

Example image content block settings.

Video content block

The video content block enables you to embed videos directly into your widget. Simply paste the URL of your video from a hosted platform like YouTube, and the video will play seamlessly within the widget when clicked, providing an engaging multimedia experience for your visitors.

To use this block:

  • Paste in the URL for your video into the Hosted video URL field
  • Click +Add video
  • Select the layout option of your choice

If you'd like to use an alternative thumbnail, you can also click on the + icon under those settings to upload the image to display for the video's thumbnail.

Example video content block settings.

Reaction content block

The reaction content block lets users interact with your widget using emoji-based reactions.

To customize the options, click the pencil icon. From there:

  • Click the emoji icon to select an emoji for the reaction.
  • Click the text field to edit the value or label assigned to that reaction.
  • Click the checkmark icon to save the selections.

This block is helpful for gathering quick feedback or adding a fun, interactive element to your widget.

NOTE: This content block requires the use of an emoji icon for each value. If you prefer to exclude emojis from your options, you can use a survey content block for the widget instead.

Example reaction content block settings.

Net promoter score (NPS)

The NPS content block allows you to measure user satisfaction and loyalty by gathering feedback on a scale of 0 to 10. It includes customizable fields to tailor the experience:

  • Message: Add a description to explain the purpose of the NPS survey.
  • Button Field: Define the text that will appear on the submission button.
  • Instructions Field: Provide visitors with clear instructions about the scale, emphasizing that 0 represents the lowest score and 10 the highest.

This block is a powerful tool for understanding user sentiment and improving your services.

Example net promoter score content block settings.

Survey content block

The survey content block lets you collect valuable feedback from your users with customizable options. Here's how to configure it:

  • Use the pencil icon to edit existing labels for the survey options.
  • Click Add response to include additional choices for visitors to select.
  • Check the Collect written responses after a selection is made checkbox to allow visitors to type a custom response after selecting an option.

This block makes it easy to create engaging surveys tailored to your needs.

Example survey content block settings

Countdown content block

The countdown content block can be used to help create a sense of urgency or anticipation by displaying a timer. Here's how to set it up:

  • Type: Select the nature of how the countdown operates.
    • Time limit: A timer that counts down a specific duration in days, hours, minutes, or seconds.
    • End date: A countdown to a specific date and time.
  • Display: Select how the countdown is formatted based on the duration.

This block can assist with promoting limited-time offers or building excitement for upcoming events.

Example countdown content block settings.



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.

Widget display prioritization

Widget display prioritization is disabled by default, however, you can modify this in Settings > Channels > Capture widgets.





Once enabled, you can set the priority for each widget. This essentially queues the widget based on qualification and priority, to ensure users see the most relevant content at each interaction stage, without clutter.





If the lock icon is selected, the widget will always display when its trigger rules are met, regardless of other widgets and their priorities.

You can select another priority, with 1 representing the highest priority and 10 the lowest.

If there are other widgets with the same priority, we will show you a link allowing you to see those widgets so that you can manage the priority best.



On the Capture overview page, there will also be a column showing the priority set for each widget so that you have this information without having to open each widget individually:





NOTE: Journey widgets will always have priority over normal capture widgets (i.e. priority 10 of a Journey widget will be displayed before priority 1 of a normal capture widget).

NOTE: If two or more widgets have the same priority, we will randomly pick one of them to display first.

Learn more about Journey widgets.

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.

NOTE: Currently, only popup type capture widgets can be configured for mobile 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.

IMPORTANT: If your website is a SPA (single-page application), please read about page exclusions in SPAs.

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.

NOTE: For the Once per session option, a user's session is considered ended when:

  • They close the web browser. Apple Mac users must also "Quit" the browser in order to clear the session cookie — simply closing the browser will not end the session.
  • Cookies are cleared. Our tracking cookie can be cleared, blocked, or modified by users, which may affect tracking and is beyond our control.

Until one of these actions has occurred, a user's session will continue, and they will not see the widget again until after the current session has ended. If the user opens the page hosting the widget in a different browser or device, it will be counted as a separate session.

NOTE: The tracking cookie used to track widget frequency is set to expire after 365 days (one year). However, this cookie is automatically renewed when visitors return to the website. If a visitor does not return within 365 days, the cookie will automatically expire.

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.

Attribution

Attribution shows which capture widgets are most effective at driving conversions. In this section, set the activity which will count as conversions for the widget.





Navigate to Settings - Attribution to set the touch trigger for capture widgets. By default, the touch trigger will be set to Shown, but can be changed to Engaged:



  • Shown — A touch will be counted when the capture widget is shown to a contact.
  • Engaged — A touch will only be counted when a contact engages with the capture widget. They can engage in various ways such as watching a video, clicking a button, or submitting a form within the capture widget.

Learn more about Attribution and Touch Triggers.

Page exclusions in SPAs (single-page applications)

If you are using a single-page application (SPA), you may encounter an issue where certain widgets, meant to be excluded from specific pages, remain visible when navigating to those excluded pages. If a widget appears on one page and the visitor navigates to an excluded page before dismissing the widget, it will continue to display even though it should not.

To address this, we have implemented a JavaScript command: ap3c._generalWidget.hideAllWidgets()

By calling this command when the user changes pages within the SPA, all widgets will be closed. The relevant widgets will then reload on the new page, ensuring that any page exclusions are properly applied.