Tutorial: Form listening (site search)

Form listening in BlueConic enables you to capture values entered into forms when a customer submits a form, or as soon as they enter a value -- without waiting for the form to be submitted.

In order to capture values entered in forms, you must configure Listeners. BlueConic does not listen to forms unless you create one or more listeners.

Let's quickly create a BlueConic Listener that tracks site search as an example... but wait! Before we can create the listener, we need a place to store the information in BlueConic user profiles. This won't take long!

How to create a Form Listener to capture customer data in BlueConic

Follow these steps, or skip down to the next image and try to match your configuration up with ours.

  1. Head to the Profiles > Profile Properties tab and click "Add Profile Property" to begin.
  2. Enter a unique identifier (ID) for your profile property. Think of this as a short name -- but remember that only alphanumeric characters, underscores, and hyphens are allowed. We'll go with "site_search" here.
  3. For the name field, you have more freedom to include spaces and other characters. This is the name that will be displayed for the profile property throughout BlueConic.
  4. Enter a description that includes supporting information that allows other BlueConic users to understand why the profile property exists.
  5. Leave the category as "Context".
  6. Check the box next to "Segment Filter", and change the filter type to "Text".
  7. Add some labels for the property, if applicable. Not sure how you'll use labels for categorization/organization yet? Try just entering "search" for now. You can always change this later.

Seven steps, but seven really quick steps. In the end, you should have a profile property that looks something like this:

How to use BlueConic Form listeners to capture customer data submitted or entered in forms

Great job! The listener configuration should also be quite fast.

How to configure a Form Listener in BlueConic

  1. Once you save the profile property you created above, open the Listeners tab and click “Add Listener” under Form Listening to configure the Form Listener. Don’t see Form Listening? Just click “Add Listener” on the left side and select the Form Listener from the next menu.
  2. Enter a name for the listener, e.g. “Site search”.
  3. Enter a description for the listener to let other BlueConic users know how data is being captured here.
  4. Select the applicable channel(s) for the “Where” option.
  5. Enter a label if you wish, or leave this entry blank for now.
  6. Click “Add Rule” and you will notice a series of options that can be set. Some are required:

    How to use Form Listeners in BlueConic to collect customer data from online forms
  7. We're not going to change "Add" to "Set". Doing so would overwrite the site search, instead of adding another value. By using "Add" here, BlueConic will keep storing each and every site search performed by the user, allowing you to make use of that data in various ways later.
  8. Click "define form field" and either enter the CSS selector for your site search field, or use the visual picker to select it directly from your site:

    How to use Form Listeners in BlueConic to collect customer data from online forms

    If there are multiple ways that site search could be defined, enter multiple rules or use commas to delimit your selectors.
  9. Click "define profile property", type "search", and select the profile property we created earlier.
  10. From there, you might be done and ready to enable the listener before saving. We're going to change one thing, though. We'd like to capture the search term whether the user actually searched for it or even if they didn't submit the search:

    How to use BlueConic form listeners to capture customer search terms

For future consideration:

  1. Use form listening combined with the prefill form plugin to help form abandoners out by repopulating fields based on data they entered in the past. 

  2. Based on phone/email/other contact information provided, reach out to users who failed to complete a form and see if you can help. 

  3. Stand up data campaigns to learn more about your users' preferences, and use that data to tailor their experience. Passively collecting information about your user base via simple questions and polls can enrich profiles and enable much more segmentation depth.

See more BlueConic use cases.