Collecting email addresses is a pillar of digital marketing. Unfortunately, it isn't always well executed. Often times a lead capture form will show up for people who have already signed up. Avoiding this can be tricky, since it means keeping track of a user for longer than a single web session. Fortunately, Lytics excels at this, making suppressing the lead capture for unknown visitors a simple campaign.
1) Choose a campaign type
From the Personalize section of the Lytics Product, click "Custom" under "Create a new campaign".
Then click the "Collect Leads" campaign type, since that's what we'll be doing.
2) Customize the lead capture form
The ideal set of fields is going to vary from industry to industry, but we're going to keep it as slim as possible by only having an email field.
Note that required is checked to make sure no one can submit a bogus form. I have also given my campaign a name at this point. It isn't required to name these things, but it helps to stay organized!
3) Customize the design of the widget
This is where we get to choose how we want to show this lead capture form. There is no right answer here, so do what makes the most sense for your campaign.
Since I am making a passive leads collection campaign, I have chosen the most passive option: the slideout.
The inline widget preview will provide some context for how this will show up as you fill out the form on the right-hand side.
Beyond copy settings, the widget designer allows for color customization options and a CSS class override if you are interested in completely customizing the shape, colors, and text treatment using your own CSS.
4) Preview the campaign
At this point we have provided enough information to see what the campaign would look like. Click the "Preview" button in the actions bar above, found on the right-hand side.
When prompted for a URL, provide any URL to your site.
NOTE: You must provide a URL that has jstag installed on it. Furthermore, jstag must be configured for the account you are creating a campaign in.
On clicking preview, the widget should immediately show up.
5) Choose the segment to target with this campaign
Previewing a campaign will always open a new tab, so go ahead and close that tab to return to the personalization editor. Click "Next step" to continue on to the "Target" step.
This single, powerful dropdown lists every available segment for targeting. As a Lytics account matures, this list will be mostly full of custom segments created by you and your team. However, out of the box Lytics has the segment we want.
It's called "Email Capture Status: Unknown" and it is simply all of the users who don't have an email address in Lytics yet.
NOTE: When previewing a campaign, the target segment is ignored. This way, no matter how precise your target is, as the marketer you will get to see the preview. This is not true for a published campaign.
6) Decide on some display triggers
Beyond the segment targeting, additional display triggers can be set to define exactly when a widget will open.
This is a very interesting space to explore, since it includes options like Exit Intent, Open on Scroll Percentage, Only Show X Times Total, and more. But right now, let's keep this simple.
The first section "What URLs do you want this campaign to appear on?" is optional. When no URLs are set, the campaign will show on every page that Lytics is on, which is what we want.
The Advanced Display Options are worth checking out, but they can be ignored for now.
The last section is for setting a start and end date on the campaign. Since this campaign isn't coordinated with any sort of event or promotion, I am happy having it start as soon as I publish it and having it run until I manually stop it. So I'll leave this blank as well.
7) Review it, save it, launch it
Now that everything is set, review all the settings to make sure there are no mistakes. From here, you can save it as a draft to be published later or publish it immediately.
That's all there is to it! Go forth and collect some email addresses!