When creating an online campaign, many times the company you promote will ask you to send the lead's details using a custom script (pixel code). This guide will walk you through and explain how to customize and embed that pixel into your ‘Thank You’ page.
This guide can also be used in case your CRM doesn’t know how to handle information sent via the POST protocol, you can still integrate with that CRM using the GET protocol. Pagewiz will send your leads in real time to an external CRM by embedding a pixel containing your lead’s details.
Most external CRM’s do not use the GET protocol, although some still do. For you to be able to integrate with those CRM’s, follow these steps:
- If your campaign does not yet have a 'Thank-You' page, create one, and make sure the 'Submit' button on your landing page form redirects to the ‘Thank-You’ page you’ve set up.
- On your 'Thank-You' page, drag an 'HTML Code' element and paste in the following code:
<script>
ConversionURL = '<img src="{TARGET_URL}?fname={=first name:}&email={=email:}&UniqueID={=UniqueID}&Referral={=ReferralURL}&IP={=VisitorIP}">';
</script> - Customize the code as follows:
- {TARGET_URL} – Enter URL your external CRM provider has supplied you. This URL is the address to where the lead information will be sent. Remove the curly brackets.
- The external CRM’s fields are the fields showing without the brackets (in this example: fname, email, UniqueID, Referral and IP). Replace these with your CRM’s exact field names.
- Landing page’s form fields: {=first name} and {=email} are examples of field-names you likely have in your Pagewiz landing page’s form. The names of the fields you place inside the curly brackets should match your form fields names in Pagewiz.
- In this example you can see optional conversion data generated by Pagewiz: The fields {=UniqueID}, {=ReferralURL} and {=VisitorIP} are optional fields, which can be added to the conversion pixel. Remove them if they are not needed! If the company’s mechanism does not expect to receive this data, it might reject your lead’s data altogether.
That’s it! You have successfully set up your GET integration.