Storing Data from Widgets to Contact Fields

When creating subscription forms, you can add the following fields and send their data to mapped contact fields:

• Text input
• Text area
• Date
• Calendar
• Checkbox
• Single choice
• Dropdown
• Radio

This can enrich a contact profile with data gathered in a widget to improve message personalization.

These fields are available for all types of subscription forms:

• Inline
• Pop Up
• Floating box
• Floating bar

When a user enters data into the fields and subscribes using the widget, a new contact is created, or an existing contact is updated.

The information selected or entered into the widget fields is added to the corresponding contact fields.

To learn more about creating widgets, read Setting up Widgets for your Site.

Mapping the field data to a contact field

When you add one of the fields to your subscription form, the Process collected data as a sidebar opens, offering two options:

• Contact field: This option allows you to map the data entered into this field to a contact field that you created in your account.
• Event parameter: This option allows collected data processing as event parameters.

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Note

Reteno is your ESP/CRM, so mapped widget data does not need a separate export step to an external system — submitted values are written straight to the contact field or event parameter. To capture campaign context such as UTM tags (utm_source, utm_campaign, etc.) or a click ID, add a text field to the widget, enable Prefill with the URL query parameter source, and map that field to a contact field or event parameter as described below.

To map the widget field to the contact field:

1. Add one of the following fields to your subscription form.
   • Text input
   • Text area
   • Date
   • Calendar
   • Checkbox
   • Single choice
   • Dropdown
   • Radio
     The Process collected data as the sidebar opens.
2. Select the Contact field option and click Next.

3. Select the contact field existing in your account that you want to map the data to.
   You can add a new field, see Adding a new field to learn more.

The fields that are not included in a list are displayed at the top of the menu. To see fields in a list, expand the list by clicking the down arrow.

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Note

The field names displayed in gray cannot be added for the selected field type.

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Note

COUNTRY_CODE, along with City, Region, and Country, is a standard contact profile field. For website visitors, these Location fields are also auto-detected from the visitor's IP address and updated on the contact profile whenever the widget script records a View, Click, Subscribe, or Submit event — no manual field mapping is needed for this. Learn more in Setting Up Geotargeting.

You can map the widget fields to the following types of contact fields:

After selecting the contact field for the Checkbox, Single choice, Dropdown, or Radio fields, the Edit options window opens. Edit the options as described below, then click Done:

• Change the names of the options. Enter the option name in the Names of options in the widget column.
• Show or hide options. Enable or disable the slide button in the Show option column to show or hide the option in the widget.
• Change the option position. Use the six dots icon to drag and drop the option to another position.

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Note

The Checkbox, Dropdown, and Radio fields store the ID of the selected option, not its text. CSV exports and the submissions list resolve these IDs against the current version of the widget, not the version the visitor actually saw. If you edit or delete options after collecting submissions, historical answers can show updated or empty values instead of the original choice. To keep historical submissions readable, avoid editing or deleting options of a live widget — add new options instead.

Adding a new field

To add a new field in the Select contact field window:

1. Click + Add a field at the bottom of the window.

2. In the Add a field window, select the radio button beside the existing list.

Or,

Select the radio button beside + Create a new list for this field and enter the list name to create a new list.

3. Click Next.
4. Enter the field name and select the field type from the Field type dropdown list.

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Note

The personalization key is created automatically based on the list name. Point to the interrogation (?) icon to learn more.

5. Click Done.

Configuring the added fields

After adding a field to your widget, you can edit its configuration in the General tab.

The sections available in the General tab depend on the widget type. The table below provides details about each section.

Storing Gamified Widget Data to a Contact Profile

When a contact interacts with a gamified widget, the system receives an event containing reward parameters (for example: promo code, gift type, discount value).

Example of an event with reward parameters:

{
  "eventType": "welcome",
  "email": "[email protected]",
  "parameters": {
    "firstName": "John",
    "promoCode": "LUCKY80",
    "prizeName": "80% Discount",
    "prizeValue": "80",
    "WEBSITE": "shop.com"
  }
}

To display these values in the contact profile, save them into the corresponding additional fields.

1. Create additional contact fields, for example:

• promoCode
• prizeValue
• prizeName

More about creating additional fields >

2. In the workflow, after the Send obligatory (transactional) email block, add the Update custom fields block.
3. In the block settings:

• select the field that should be updated;
• specify the Velocity variable from the event (for example: ${prizeValue}).

More about building and editing workflows >

Saved reward parameters can be used for:

• message personalization;
• building segments (for example: contacts with a specific type of reward).