Form fields management with OptiMonk

  1. What types of form fields can I add to my on-site widget?

OptiMonk supports many types of form fields so you can easily request your visitors to provide any information that is needed for your marketing automation flow. 

 

To make it easier, OptiMonk offers a huge range of ready templates which include inputs for your visitors to fill in. You can find those templates in the following Goals:

 

  • Grow list
  • Get feedback
  • Guide your visitors

 

However, with the easy-to-use Drag and Drop editor, you can make significant changes to the default inputs, add your own fields that match the desired marketing goals. 

 

All the input field types are available on the main dashboard of the popup editor here:

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All you need to do is to select the right one, drag, then drop it to the right place on your on-site widget. 

 

You can select among the other options: 

 

Input: By adding an Input element to your on-site widget you can select any type of field type that you would like your visitors to fill in. 

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Once you drop it to your on-site widget, you will have a chance to select the type of the input or even update an existing one. For example, if you prefer to change Last Name to any other custom input field type, you can do that by clicking on the added field, then proceeding to the Create New option:

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You can find the list of the pre-defined fields below: 

 

  • E-mail: This input type is used for e-mail marketing campaign purposes. Please, note that the only way to connect your OptiMonk campaign to an e-mail marketing automation system is if the e-mail input field is present on the popup and is mandatory. 



  • First name/Last name: You can request your visitors to provide their first name and lastname. However, it is recommended that lastname is not used unless it is required for specific marketing goals. The less data you ask, the higher chances of conversion your campaign will have.

 

  • Phone number: This type of field allows you to collect phone numbers from your visitors. It includes country codes as well, you can easily select the right country so that the format of the phone number remains correct.

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  • Date: This type of input field may be useful if you plan to surprise your subscribers on their birthdays so that you can ask them to provide the right date. As per the settings, you can even determine the format of the date.

 

 

 

  • URL: Your visitors could also share with them a URL link, for example, to their websites in case, you own a digital marketing agency and would like to gather the date of potential customers.

 




Text area: Text area is typically used when asking a question from your visitors, for example, if you’d like to learn more about their experience regarding your webstore. For example, one of the templates, London, has been designed that way:

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Radio: Ask feedbacks from your visitors by providing them options to select from to answer your question with Radio buttons. For example, see the popup below:


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Dropdown: A dropdown field  asks users to select from the values provided by you here: 

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Checkbox: This type of input is typically used for asking the website visitors to accept the Privacy Policy of the website (or GDPR regulations). However, it can be also used instead of radio buttons for a questionnaire too. 

Where can I find the data filled in via the on-site widget? 

 

 

 

When your website visitors subscribe via your on-site message, you can store the data in two different ways:

 

  • OptiMonk will store it for you automatically and you can have an insight at the data under the ‘Leads’ menu of your account: 

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The data from here can be easily exported in order to be used for your marketing purposes. 

 

  • While OptiMonk will also store the subscribers’ data for you, it is recommended that you connect your campaigns with a 3rd party e-mail marketing automation system. You can find the list of systems you can pick from here:

 

https://www.optimonk.com/integrations 

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