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Digital Campaign Tracking via Tag Insertion on forms/pages

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  • Digital Campaign Tracking via Tag Insertion on forms/pages

    We work with an organization that assists us with digital advertising, e.g., banner ads that you click through to a donation form. In order to track click-throughs, page visits, and conversions we need to insert tags on our donation forms as well as the "success/confirmation" page once a donation is made. My question is where would I insert these tags within either the form builder or CSS and where/how would I insert this on the confirmation page once a donation is made?

    When using our previous donor forms through a different vendor, we were able to pull up the HTML on the form template and insert the code into the footer, and were able to do essentially the same thing on the success/confirmation page. Here with C&P I'm not quite sure how to do that.

    Here is some general information provided by our marketing partner. I have more detailed information in an integration guide I can provide if needed:

    ------------------------

    There’s a lot of information in the tech guide, but the main points of implementing our tags on your sites are listed out below.
    Tags can be placed anywhere on the page. Recommended in header or footer so tags appear on all pages.
    1. Master Tag should be placed on all pages of all websites.
      1. <script type="text/javascript" src="//tags.wdsvc.net/controller.js?id=100259" defer></script>
        <noscript><img src="//tags.wdsvc.net/noscript?id=100259&wdsim={CUSTOMER_ID}&wdsoi={ORDE R_ID}&wdsoa={ORDER_AMOUNT}"
    2. Data Tag can be on all pages, but only needed on data pages such as “Thank You” page(s) following conversion page(s).​​​​​​​
      1. <!Additional variables may be added as explained in your WDS Technical Integration Guide>

        <script>
        var _wds_oi = "{Insert ORDER_ID Here}";
        var _wds_oa = "{Insert ORDER_AMOUNT Here}";
        </script>
    3. Data Tag implemented before Master Tag.
    As delivered, your WDS Data Integration Tag contains variables used to communicate the two data fields that are required for WDS program participation:
    <script>
    var _wds_ae = "{Insert EMAIL_ADDRESS Here}";
    var _wds_oi = "{Insert ORDER_ID Here}";
    var _wds_oa = "{Insert ORDER_AMOUNT Here}";
    </script>
    Firing the tag with empty (“”) values is fine on pages where the values are not present. Please populate and deploy the delivered standard tags as quickly as possible to begin building your online audiences and baseline metrics.
    Your variable values replace the yellow verbiage including the curly braces {}. The quotes stay and need to be straight quote marks " (rather than “ or ”).
    It is also possible to pass other variables. See the technical integration guide for details. These additional variables are not required.

    -----------------
    ​​​​​​​
    To summarize, where and how do I place the master and data tag on the donation form itself (e.g., form builder) and same question for the thankyou/confirmation page.


    Thanks!

  • #2
    Good day jkozlowski

    ​​​​​​In order to assist you, we want to know which digital marketing tool you are using?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      The organization that assists us with digital advertising needs the tags placed on the donation form/site and once placed, they will plan to capture the data through their system. They just need the tags placed in order to proceed and make sure data is correctly passing through.

      Comment


      • #4
        jkozlowski ,

        You can utilize the Advanced Redirect feature of the Form Builder to collect the conversion information from the donation form.

        You create 2 web pages: one for when a transaction is successful, and the other when the transaction is declined.

        In the CONNECT Form Builder, click the Thank You Message section in the right column, and choose "Redirect (Advanced)"
        Enter the URLs you created for your custom Success landing page and your custom Decline landing page.


        Click image for larger version

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        At the bottom of the Advanced Redirect setting, there is an explanation of the parameters that are passed to your custom success and decline pages. Add code to your custom success and decline pages to collect these values and feed them to your page tracking service.

        Attached Files
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment

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