Order Form Marketing Tools
- Alex Skrivseth
- Robert Oxley
Setup for the order form marketing tools is technical and will likely require specialized expertise. For additional support and 3rd party tool integration, contact your ad management team or refer to supporting documentation for 3rd Party tools.
Available Settings
Open Graph Settings
This is used to set the Open Graph Meta tags on the order form.
Google Tag Manager Settings
The settings here are used to integrate the order form with Google Tag Manager. The order form will push variables to the GTM data layer for each of the described events:
Google Tag Manager ID
Used to add your Google Tag Manager ID (in the form of 'GTM-XXXXXX')
Lead Generation Submit Event
This event is triggered when the lead form is submitted
Initial Save Order Event
This event is triggered when the order is initially saved
Self Checkout Event
This event is triggered when a deposit is paid on an order, and the order is not associated with a salesperson
Assisted Checkout Event
This event is triggered when a deposit is paid on an order, and the order is associated with a salesperson
For more information on the GTM variables, see the section below
Lead Generation Form Settings
The settings here are used to control the cookies and content of the Lead Generation form as well as the required CRM communication on form submittal.
Banner Script Embed
This may be used to embed 3rd party scripts in the banner section of the lead generation form. This is typically used for widgets or snippets. For example, this could be used to display customer review snippets, or social media feed snippets.
Expiration
This is used to set the number of days for cookie expiration. Guest users with cookies will not need to re-submit the lead generation form to reach the order form
Form Submit Javascript (required)
This function is called when the lead generation form is submitted and should be used to perform an API call to your CRM (for example, to pass contact information to the CRM). Content will vary based on your CRM and not all CRMs are compatible.
Order Form Page Header Code Injection
This can be used to inject custom javascript into the header of the order form.
Google Tag Manager Variables
As indicated above, the order form will send variables to the GTM Data layer when specific events on the order form occur. GTM Variables should be enclosed in single curly brackets, with a space between the curly bracket and the variable (e.g., {{ customerName }}). Please note that GTM Variables are passed via JSON which requires that strings passed as objects use double quote marks.
TSA Order variables can be accessed by using double curly brackets. The following values are accessible:
customerFirstName
customerLastName
customerEmail
customerPhone
customerStreet
customerCity
customerRegion
customerCountry
customerPostalCode
salesPersonEmail
salesPersonID
storeID
totalBuildingValue
By way of example, variables for the assisted checkout event can be passed as:
FAQ
What are the Marketing Tools?
The marketing tools are a set of tools integrated with the order form to help increase conversion rates and optimize ad spend. They include:
Open Graph Settings
Open graph settings can be used to control how links to your order form are shown in a preview on social media and SMS/MMS (i.e. text messages). Potential customers are more likely to click on a link if they can see a preview of the link.
Lead generation form
Customizable - make the lead generation form your own
Integrates with CRMs (if the CRM is compatible) for lead management
Integrates with the TSA order form for simpler checkout
Google Tag Manager Integration
Google Tag Manager can be used to communicate with 3rd party analytics and ad platforms. This reporting can be used to optimize your ad budget using artificial intelligence and/or machine learning.