Collect More Information with Dotmailer

Collect More Information with dotmailer

This document covers the steps needed to configure the dotmailer Design Canvas Integration. This integration is a requirement for all dotmailer customers. Our Step 3 dotmailer integration will be no longer supported after January 2018.

Here’s a quick list of what we’ll cover in the article:

  • Connection to Justuno
  • How to a Add List
  • How to Add Fields
  • How to Hide Fields
  • Auto-Populate Fields (Collect IP Address, Coupon Code, Current Website URL, Referring URL, Previous Domain Referring URL, First URL visitor landed on) 

REQUIREMENTS

Justuno Account
dotmailer Credentials

 

CONFIGURATION

Log in to Justuno

Navigate to Justuno.com and log in using your account credentials.

Edit Promotion Design

  1. Click the Promotions tab at top
  2. Click “Edit Design” next to the desired Promotion
    designer1.png

  3. ADD/EDIT Email Form
    1. To ADD a new email form, select “Email Form” under the “Add Layer” option on the left side and drag it onto the Promotion Canvas. (If you have an integration set up in Step 3 of your promotion already, please disconnect it in order for the step 1 integration to work)

      desiger2.png

    2. Click the “dotmailer” tile and authenticate.

dotmailer Authentication

  1. Enter your dotmailer API user name and password. Navigate to your User Settings, click the "API users" tab and create a new API User. Make note of the password. You will use these credentials in a later step. 

    dotmailer-api-creds.png 

dotmailer Mailing List Selection

Once authenticated, you will see your current dotmailer Mailing Lists appear. Select one list you would like contacts to be added to or create a new one. The new one will be added to your dotmailer account and will be available for immediate selection.

list.png

dotmailer Field Definition

We provide a limited set of fields to use which you can use in the Create Form process. To view/use your dotmailer Custom Fields, click "Load Additional Fields" and check off the fields you would like to add to the form. 

You can also create new fields by selecting a field type from "Add New Fields".

If you are sending information that does not require a user to fill anything out make sure the hidden setting is checked. We have added a few hidden fields that are commonly used:

  • Current url (the url a user is on when they submit the form)
  • IP address (the visitor’s IP address)
  • Coupon code (the coupon code they receive in the post engagement)
  • Referring url (the url the user clicked on to get to the new page in your website.)
  • Previous Domain Referring URL (the url of the last page)
  • First url visitor landed on (the url the user first landed on)  

dotmailer-field.png

Create Form

Once you have finalized the fields to use, click “Create Form” then arrange the fields are your promotion as desired.

Preview and Publish Your Changes

Once you have arranged all fields, be sure to SAVE and then Preview or Publish your Promotion. 

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