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SplashMaker : Personalization Form

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Availability: All Packages
SLSpec

This component comes with both the free and premium packages of SplashMaker. It’s functionality and options will differ slightly depending on the package.

The UI is pretty straightforward, but as with many pages in SplashMaker, you can use the info-pop-ups to get more information on each item as necessary. Also, you’ll notice that you can drag-and-drop the order of the fields as desired. Just use the icon to the right of the row.

Generally, this component works like many other WordPress contact form plugins with a few critical distinctions.

NOTE: One of the most powerful aspects of SplashMaker, available in all packages, is that if you already have the form information for known Buyers in a platform like HubSpot or Pardot (e.g. – an ABM effort), they can completely bypass this form and go directly into the fully personalized experience. Furthermore, those known Buyers – as well as those new Buyers who did fill in this first form – can then move to successive SplashMaker personalized content experiences thereafter with no form or cookies required.

As you can see, SplashMaker provides a revolutionary way to provide Buyers the seamless, intelligent, and personalized content journeys they want without intrusive forms and cookies we’re all tired of.

See below for more on how to leverage this power…

Form Fields

Personalization Token: Use these tokens in your Dynamic Content headings, paragraph copy, etc. to personalize that text for the Buyer. For example if you enter “Hi [splash_token field=first_name]!” The Buyer’s first name will be used in that spot. To copy a token for use in your content, simply click in its blue field and use your preferred method of copying that item to your clipboard.

Email: You’ll notice that by default, we already have the Email form item here. The reason for this is that most Marketing Automation and CRM platforms require emails for their forms/contacts. However, as you’ll see in the info-pop-up, if you are using the free version of SplashMaker, you can delete this field if you’d like to create a fully custom form. Otherwise, if you have a third-party integration, it is locked so that data syncing is possible.

Dynamic Content Driver: This is another default item in the form. It determines which Dynamic Content page is served to the user based on their selection. The dropdown values are automatically generated based on the titles of the Dynamic Content pages you create. So just create the pages/versions you want to offer, enter a label for this dropdown to match the context of those pages/versions, and SplashMaker takes care of the rest.

Form Pop-Up Shortcode: Place this shortcode into the main landing page for this Smart Content asset*. The pop-up will automatically present this form to allow the user to drive the Dynamic Content Experiences you’ve defined for this asset. To copy the shortcode, simply click in its blue field and use your preferred method of copying that item to your clipboard.

(*Note: If you have one of our premium SmartDoc themes, we’ve already taken care of this for you.)

Add Fields

There are 2 types of fields that can be added to the form, Standard and Custom. Simply make a Standard field selection, or enter the name of the Custom field you want to create and select “Add Field” as appropriate. The new field(s) will show up in the “Added Fields” section and the “Save Form” button will turn red indicating the change. Select that button to save the configuration and move these new fields to the form section above.

Here are the unique distinctions between the field types…

Add Standard Field: This will add the basic standard fields that are typically in forms. These are already fully mapped and correctly tokenized for you. Also, if you are using one of our premium packages with a Marketing Automation integration, these will be auto-mapped to that platform by SplashMaker – saving you a great deal of time and trouble.

Add Custom Field: This will add various custom field types such as Hidden, Text, TextArea, and Select. You can name the field as you see fit, and SplashMaker will use that to create the Personalization Token.

Formless & Cookieless Content Experiences

As noted above, all of our SplashMaker packages have this capability built in. The way you leverage it is a bit different between packages.

Our premium packages automate this process for the specific MA/CRM platform with which you have integrated via the Smart CTAs component.

On the other hand, if you have the SplashMaker Basic plugin, or are using one of our standalone SmartDoc Themes, you will need to build your own “tokenized” SmartCTA URL to use in your MA/CRM platform email or landing page.

Obviously, each of these platforms will have slightly different syntax, but it’s actually pretty straightforward. Here is an example link that you would use in HubSpot:

https://smartdocs.xyz.com/ebooks?email={{contact.email}}&firstname={{contact.firstname}}&lastname={{contact.lastname}}&company={{contact.company}}&jobtitle={{contact.jobtitle}}&your_role={{contact.hs_buying_role}}

The items on the left side of the = signs, such as “email”, “company”, and “jobtitle” relate to what you see in the Fields/Labels (all lower-case and no spaces) of your Personalization Form. This link also needs to include the Dynamic Content Driver option from the form to serve up the right content for the user. In this case that’s the “your_role” item. Yours will likely be different. So make sure all the fields in your Personalization Form are covered in this link.

The {{…}} items on the right side of the = signs are the correlating personalization tokens from, in this case, HubSpot – such as jobtitle={contact.jobtitle}. Again, just make sure you have all the field items mapped to a correlating token in HubSpot.

When this link is used within HubSpot on a text link or button in an email or on a landing page, as long as all the information is there within HubSpot the Buyer completely bypasses the form but still gets the fully personalized experience.

Pardot and Marketo work much the same way, they just have their own token syntax for the {…} tokens. Just look up that info and give it a try!

Finally, if information is missing for the Buyer in the MA/CRM package, SplashMaker will automatically send them to the form page with all the known information already filled in. They just have to provide the missing {…} field(s) – and they can continue their seamless, formless SplashMaker journey from there.

For more details on how the Personalization Form item works with MA/CRM integrations, select your integration: Splashmetrics, HubSpot.

tip

All blue fields in the SplashMaker UI are auto-generated, auto-copy items. Just click in the field to copy its contents to your clipboard for use in other areas of your Smart Content, etc.

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