First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
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
- 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 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.
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
- Dropdown
- Radio
The Process collected data as 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.
Note
The field names displayed in gray cannot be added to the selected field type.
You can map the widget fields to the following types of contact fields:
Widget field | Contact field type |
Text input |
|
Text area |
|
Date |
|
Calendar |
|
Checkbox |
|
Dropdown |
|
Radio |
|
After selecting the contact field for the checkbox, 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.
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.
Note
The personalization key is created automatically based on the list name. Point to the interrogation (?) icon to learn more.
3. Click Next.
4. Enter the field name and select the field type from the Field type dropdown list.
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.
Section | Description | Available for fields |
Placeholder | The text entered into the Placeholder field is shown as a placeholder in the field added to the widget. |
|
Collected data storage | This section displays the selected contact field. To choose another field, click the Change button and select another field. |
|
Validation | Displays validation parameters. |
|
Options | Shows the names of options in the selected field. Click the Edit for this widget button to edit options. |
|
Only in future | When enabled, the calendar in the widget will allow users to select only future dates. |
|