Creating a new capture widget

To enable the capture widgets on your data source’s website, an integration between Ortto and your data source must be configured, which would have been done when you created your Ortto account or configured a new data source, including a tracking code.

To create a new capture widget, you can do so either from scratch or from a template.

Create a capture widget from scratch

Creating a capture widget from scratch gives you a blank canvas to build the capture widget. The color pallet, fonts, and styles used in the capture widget are inherited from your brand book when creating a new capture widget from scratch.

To create a new capture widget from scratch in Ortto:

  1. On the Capture widgets page, click New widget.

  2. On the New widget page, click Start from scratch, click Next.

  3. On the Widget types page, select the type of capture widget from the list and click Create:

    • Bar - Pin important announcements and drive new subscribers.

    • Popup - Grab their full attention and grow your mailing list.

    • Notification - Make announcements and drive new subscribers.

    • Takeover - Remove distractions to get attention and grow subscribers.

    • Banner - Share important information and drive new subscribers.

    • Form - Embed a form on your website to drive new subscribers.

    • Tracked form - Capture form submissions from your website.

    • Spin the wheel - A gamified discount wheel to drive subscribers and sales.

  4. On the New widget (capture widget details) page:

Create a capture widget from a template

Create new capture widgets with the configuration, content, color pallet, fonts, and styles pre-populated from a specific template’s theme.

To create a capture widget from a template in Ortto:

  1. On the Capture widgets page, click New widget.

  2. On the New widget page, select a template from the templates in the template tabs, click Next.

  3. On the capture widget details page the capture widget’s content, style and configuration are pre-set according to the template you chose however, you can still further:

Edit capture widget content and style

You can edit the content of the capture widget to modify its content components and appearance.

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

Content for most capture widgets

To edit the content for most capture widgets:

  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 contract the content.

    • Click and hold the content component or its grab handle icon to drag and drop to re-order 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

      • Image

      • Video

      • Reaction

      • Survey

      • Countdown

    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.

    • Switches between the preview for the greeting and thank you display components of the capture widget.

  4. Click Save.

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

Style

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

  1. On the capture widget’s content editor 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.

  2. Click Save.

Form capture widgets

The embeddable Form is used to build a form capture widget which can be inserted into the HTML for your website.

For the embedded form to work with Ortto, the tracking code will need to be added to the HEAD tag for the pages with the form.

All e-commerce data source integrations that can be configured through Ortto incorporate the tracking code automatically. For others, you will need to incorporate the tracking code manually.

To create an embeddable form in Ortto:

  1. Edit the content and style as you would for most capture widgets, with the following differences:

    • As the capture widget is an embeddable form, Add content is reduced to only the content components permitted within a form.

    • Click Add field to add an existing field, or create a new field to add to the form. New fields may be stored as a temporary activity attribute, or as a custom field on a person’s record as well as an activity attribute.

      The maximum amount of form fields is 50.
    • Adjust the specific form options:

      • Unstyled which provides only the raw HTML with no CSS to facilitate the presentation of the form using the website theme.

      • Notify me when there’s a submission, which sends an email notification to the people in the Recipients list.

  2. To add the form to your website:

    1. Copy and insert the form’s Embed code into the HTML for your website.

    2. If your data source is an e-commerce integration that was configured through Ortto’s Data sources page or when you created your Ortto account, the tracking code will be added automatically.
      For any other integrations, you will need to incorporate the tracking code manually. To do this, copy the Ortto tracking code and instert it into the head section of the pages which contain the form.

    If you need someone else to add the Embed code and tracking code to your data source, use the optional Email instructions to email them the details for this process.

Tracked form

The Tracked form is used to build a tracked form capture widget which will capture all the data that a person enters into a form submitted on your website.

This widget is suitable for users who have an existing from on their website, such as a bespoke form or one generated from a 3rd party application.

To create a tracked form in Ortto:

  1. Create a capture widget from scratch and under Widget types, select Tracked form.

  2. Enter a name for your form and the URL of the page where the form is located.

  3. Click Next and Ortto will find the form. You can click X to exit and the tracked form builder will run in the background.

When your tracked form has finished finding your form, you can complete the setup. You will see the Setup when the tracked form widget has finished building, or you can access it from the Capture page by clicking on the relevant tracked form.

  1. Under Setup:

    • If you have multiple forms on your page, the widget will identify all of them, and you can select which one you wish to configure the widget for.

    • If you only have one form on the page you can proceed directly to the Pages section.

    1. Pages — If a form is located on multiple pages of your website you can select to capture submissions from all forms on your site or just those from a particular page.

    2. Upon submission — Choose the response you want users to see when they submit your form, either following the existing form behavior (such as a confirmation message), or redirect to a URL you specify (such as a page on your website).

    3. Required fields — Enable this feature if you only want to receive form submissions that contain data for specific fields, and specify your required fields.

  2. Click Next when you have completed the setup.

  3. Map the form fields to your Ortto CDP fields so that Ortto can identify the person who submitted the form as a person/contact in your CDP:

  4. Drag the relevant Ortto fields from the right-hand column to map the Form fields in the left-hand column.

    Mapped fields must match the unique identifiers set in your account Setup  Customer data  Unique identifiers. For example, if you have the unique identifier for People set to Email and for Organizations set to Name, you will need to map these Ortto fields to your form fields.
  5. Once your have finished mapping fields, click Next to save your changes and see the completed tracked form widget.

  6. You can make further changes the widget by clicking Edit under any of the configuration fields.

Once your tracked form widget is complete it can begin to capture data when a person completes a form submission. You can view form submission activities under Activities.

Spin the wheel capture widgets

Spin the wheel capture widgets have three display components which are Button, Spin to win, and Outcome.

To edit the content for spin the wheel capture widgets:

  1. After creating a capture widget from scratch, click Edit on the capture widget details page.

  2. Edit the Label for the floating Button by clicking on the content component.

  3. Edit the content and style for the Spin to win display component as you would for most capture widgets.

  4. Edit the content for the Outcome:

    • Click the Wheel content component to add and edit the prizes for the wheel. Some e-commerce data source integration enable coupons to be available directly from the data source.

    • Click and edit Allow contestants to lose to add a lose option to the spin wheel.

    • Click Win ratio to adjust the relative likelihood of success for the options, click Done, and Save when finished.

Configure the capture widget

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:

  • Show widget is used to specify the pages of your web application (of your configured data source) that display the capture widget, as well as the Devices (mobile or desktop) on which the capture widget is presented. These options include:

    • Any page of your web application, or

    • Specific pages of your web application. When excluding or specifying the web 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,

      • web pages where the URL starts with a specific URL,

      • web pages where the URL ends with a text string, or

      • web pages which contain (contains) a specific text string.

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

    • the visitor loads the page,

    • after an elapsed period of time,

    • the visitor exits the webpage,

    • the visitor scrolls through a percentage of the page, or

    • clicking a specified link or button, where:

      • The link or button is embedded on the web application’s page specifically to open the capture widget using an ID, or Class. This could be located within any element of the web application page.

      • The link ID is specified as #ID, or the class is specified as .Class in the configuration box.

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

    • globally, or excluding or including specific countries, or

    • within a specified radius of a city or a location within a city (for example, East New York).

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

    • Everyone

    • People you don’t know - these unknown people are visitors 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).

    • People you know - these known people are visitors who have signed in to the web application or have an existing user session with it, and optionally meet the filter conditions for the capture widget to be displayed in the web application.

      • Click Add condition to define a filter to further refine when the capture widget is displayed to people.

  • Frequency is used to configure how often the capture widget is displayed:

    • once per session, or until the visitor converts (when the person successfully interacts with the capture widget),

    • only once,

    • until the visitor becomes a known person,

    • until dismissed, or until the visitor converts, or

    • always

    You can also set a Widget expiry date, which defines when the capture widget is turned off.