Landing page collecting customers preferences

With landing pages you can enrich information about customers’ preferences you already have (for example their favorite categories, products and so on). Then, based on their answers you can personalize products and offers that you send to them later. Thanks to this solution you can get to know them better and be able to match the content of your messages to their preferences.

Example of use - Retail industry

Our client wanted to be prepared for Black Friday and be sure that their customers receive only offers that interest them. For this purpose, they prepared a landing page which made it possible for their customers to choose their favorite product categories:

  • Technology: Smartphones, TVs, Gaming software, PC monitors, Desktops, Printers, Portable speakers, Peripherals, Laptops, Gaming consoles, Tablets, Smartphone accesories, E-scooters, Wearable gadgets, Cameras
  • Entertainment: Toys, Books, Comics, Movies, Music
  • Marketplace: Infant, Home, Fitness, Personal care, Fashion, Clothing

Each customer received special Black Friday offers connected with those categories via email or web push. Before it could happen, the customers had to first select the categories available in a form on the landing page, provide an email address and submit the form. Later, these customers could be grouped into a segmentation to which the messages could be sent. This way, the landing page became a great place to get new leads.

Screenshot presenting personalized landing page
A form about customers' preferences on a landing page?


To be able to implement this use case, you must:

In case you want to send web push notifications:

How to do it

Create a landing page with customer preference perform the steps in the following order:

  1. Track landing page data.
  2. Prepare an automation.
  3. Prepare segment of customers.
  4. Run your landing page.

Track landing page data

To collect information gathered through a form implemented on a landing page (instead of a landing page, you can also use pop-ups) and save it on a customers’ profiles in CRM, track this form. In this use case, a customer can select up to 26 categories. Below, you can find an example code for 3 categories.

Check the Jinjava code


<form action="" method="post" data-synerise="BF_Preferences">  

<input type="email" placeholder="E-mail" data-synerise="email" >  

<label> <input type="checkbox" data-synerise="BF_email_agreement" data-synerise-value="1"> I consent to the processing of my email address by xxxx in order to send me a newsletter with xxxx offers. </label> 

 <label> <input type="checkbox" data-synerise="tvs" data-synerise-value="interested"> tvs </label> 

 <label> <input type="checkbox" data-synerise="music" data-synerise-value="interested"> music </label> 

 <label> <input type="checkbox" data-synerise="clothes" data-synerise-value="interested"> clothes 

 </label> <input type="submit" value="Save" /> </form> 

With this code you will collect 4 types of information

  • Customer’s email.
  • Custom attribute with agreement for email communication BF_email_agreement = 1.
  • Tag BF_preferences.
  • Attributes collected when a customer selects a checkbox on the form, for example music = interested.
Tip: If your form is not in the source code, but you’re adding it dynamically (using Java Script or Dynamic Content) you have to call the method which will catch the form SyneriseTC.initFormCatch()Documentation

Prepare an automation

If you want to add newsletter agreement to users who submit this preferences form, you have to prepare an automation which will enable the newsletter consent on the customer card.

Screenshot with prepare an automation
Enabling newsletter agreement on a customer's profile
Important: This example contains the instruction on enabling an agreement for receiving emails on a customer’s profile in CRM. However, you can also create such automation for other types of agreements: web push and SMS.

1. Detect enabling the agreement

Create a workflow for every customer who selected the newsletter agreement checkbox on the form.

  1. Go to Automation > workflow > New workflow.
  2. Click the plus button and select Client Data Changed trigger.
  3. Double-click the node.
  4. From the Choose value dropdown list, select a newsletter agreement related attribute (in our example it’s BF_email_agreement).
  5. From the Choose operator dropdown list, select Equal.
  6. In the text field, enter the value of the attribute (in our example, it’s 1.)
Screenshot with create agreement
The configuration of the Client Change Data node

2. Update agreement on a customer’s profile

  1. As action choose Update Client node,
  2. Set that newsletter_agreement attrribute has to change for enabled.
Screenshot presenting update client node
The configuration of the Update client node

3. Prepare the final settings

  1. Add the End node where the workflow finishes for customers.
  2. Optionally, add titles to each node so the workflow will be more understandable to your colleagues.
  3. Name the workflow.
  4. To save it as a draft, click Save it or activate by clicking Save & Run.

Prepare segments of customers

Based on the collected attributes, you can prepare segments of users, interested in a category or more categories.

  1. Go to Analytics > Segmentation > New segmentation.
  2. From the Choose filter dropdown list, select Clients tab.
  3. In the Clients tab, select Attributes.
  4. Select the attribute which is an equivalent of a category on the form.
  5. In the Choose operator dropdown list, click the Boolean icon icon.
  6. Select Is true.
Screenshot with prepare segments of users
A segmentation of customers who are interested in the TV category

Run your landing page

At the end of creating landing page with customer preferences, set up your landing page. Plan your communication - decide when you want to reach your customers, prepare the content of the message and select the communication type. For example, you can send email or web push communication. Remember to choose appropriate segment of customers.

Screenshot with run landing page
List of landing page

Read more

This use case belongs to the following categories:




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