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Get to Know Your Contacts Better
Get to Know Your Contacts Better

Learn how you can get more information about your contacts with sign-up forms

Ira avatar
Written by Ira
Updated over a week ago

There are many ways to get information about your customers, but what can be better than asking them in person? You can add a few simple input fields to your Signup forms.

In this article, we will look into the Forms, Segments, and Automation workflows settings to help you set up a chain of actions to collect and use collected data wisely.


Before you start

  • Omnisend offers several types of Signup forms as an in-house solution. The information presented in this article will focus on these forms only. For more information on third-party integrations, check the dedicated article.

Signup form set-up

In the first place, all of the Signup forms Omnisend provides are intended to collect your customers' opt-ins. However, they can also get additional information; ask your customers about their preference or consent (GDPR or TCPA) they haven't submitted yet.

Input fields in the Signup form

When using signup forms to the full power, the following data can be collected:

  • Email and SMS channels opt-ins. You may switch your form to collect either one or both of them.

  • GDPR (for Europe) and TCPA (for the US) under legal consent item.

  • Default properties include First and Last names, Gender, Country, Birthdate, and City.

  • Custom properties let you get more data in different formats assigned to your customers' profiles.

  • Tags that are assigned to the customer profile after the successful submission.

๐Ÿ“ข Omnisend also determines the IP address of your customers and assigns the Country and City information to your contacts' profiles.

Let's consider the example of the Signup form, collecting both channels' opt-ins (Email and SMS), default properties (first name, birthdate), and custom property (preferred language). For this, we'll use the Dropdown field.

The default properties can be selected from the menu, while the custom ones should be assigned manually.

Here, you may choose the type of input field and the data format you want to capture.

Success message for new and subscribed contacts

Your Omnisend contacts can be categorized as new and those that subscribed previously. Two types of Success/Subscribed messages can be shown depending on the contact status. In the Message section of your form builder, you may change the content of the message and offer the discount to all new and already subscribed customers or those that subscribe only.

When an existing customer submits the form, the information in his profile updates, but the Welcome automation is not triggered. If you wish to trigger this workflow for both new and existing customers, the default Signup trigger should be replaced with the Segment-based one.

Identifying contacts with unique tags

We could uniquely identify the contacts submitting this form by adding a tag in the Audience Management settings.

That's it! We are done with the Signup form settings and can move to the next stage.

Sending the notification

If you wish to send a notification to the customers submitting the form, you may go with either one of the options:

  • Send Welcome automation to new subscribers;

  • Send Custom automation to all customers submitting the form.

If you wish to notify the person submitting the form, you may use a tag in the Segment settings. Please note you should use the tag you assigned to the form.

Then, this Segment can be used in the automation trigger.

You may also choose to trigger the workflow in the trigger settings every time the customer is added to the Segment. Removing a tag after the email is sent can create a loop and trigger the workflow every time the customer submits the form.

Later in the automation, you may start using your collected data to send targeted communication to your customers. For example, you may send the message in the language your customers prefer or send updates on the products the customer engaged with.

You may also use this information in the content of the message to attract more attention and send more targeted communication to your customers.

Check this article for more information on Personalization.

Collecting information with the Landing Page form

Unlike other signup forms, the Landing Page form can be shared outside your store. For example, you may add a link to your Landing Page in the Email message or blog or post it to your social media. It is an exclusive way to attract customers' attention, as they won't need to visit your store.

As one of the options, you may add this page link to your transactional emails asking customers who didn't subscribe at the check-out to provide their opt-in by filling in this form. The same goes for the GDPR and TCPA consent. Some platforms don't have that option, so providing the information to the Landing Page could be the only way to capture them.

You may also collect the information on the Subscriber preference page. However, the link to this page cannot be placed anywhere except for the footer, while the Landing Page can be attached anywhere.

If you still have questions or need assistance, please get in touch with us at [email protected].

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