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Creating a new capture widget

Overview

To use capture widgets on your website, make sure your data source is connected to Ortto. This connection is usually set up when you create your Ortto account or add a new data source, including installing the tracking code.

You can create a new capture widget from scratch or use one of our templates to get started quickly.

Create a capture widget from scratch

Starting from scratch gives you a blank canvas to design your widget. It will automatically use the colors, fonts, and styles from your brand book.

To create a new capture widget from scratch:

  1. Navigate to Marketing > Capture > New widget.
  2. On the New widget page, select Start from scratch, then click Next.
  3. Choose a widget type from the list on the Widget types page, then click Create.
Types of capture widgets.

4. On the New widget page:

  • Click the widget name to edit it.
  • Configure the widget settings.
  • Customize the content and style to match your brand.
Creating a capture widget from scratch (Click on the GIF to maximize it).

NOTE: Notification widgets are non-blocking, so users can still interact with the webpage while they're displayed.

Create a capture widget from a template

To create a capture widget using a template:

  1. Navigate to Marketing > Capture, then click New widget.
  2. Choose a template. To apply your brand book styles, check Use brand book settings, then click Use template.
  3. If the template uses a connected data source, select the relevant accounts.
Creating a capture widget from a template (Click on the GIF to maximize it).

4. On the capture widget details page, the content, style, and settings are pre-filled based on your chosen template. You can still:

  • Click the widget name to rename it.
  • Adjust the settings if needed.

Configure the capture widget

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 embeddable form, tracked form, and spin the wheel capture widgets.

Learn more about configuring a capture widget.

Form capture widgets

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

Learn more about creating a form capture widget.

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 form on their website, such as a bespoke form or one generated from a 3rd party application.

Learn more about creating a tracked form.

Spin the wheel capture widgets

A Spin the wheel capture widget is a gamified discount wheel to drive subscribers and sales.

Learn more about creating a spin the wheel capture widget.

Conversation widget

The conversation widget is used to initiate conversations with contacts/visitors (outbound), such as to announce new products or features, or alert customers to updates regarding your organization.

Learn more about creating a conversation capture widget.

Push notifications capture widget

To send a web push campaign you must first create a capture widget with a push permission request to obtain a person’s (contact’s) permission to receive web push notifications.

Learn more about creating push capture widget.

In-app notification (mobile capture widget)

In-app notifications enable you to display a popup-type capture widget to your app users. To create in-app notifications you need to create a popup widget and configure your app to support this feature using Ortto's in-app notifications software development kit (SDK).

Learn more about in-app notifications.