Before you start
Things you need to know:
You must have connected your Dotdigital and Fresh Relevance accounts.
You should be familiar with trigger programs.
Any contact data that you want to send to Dotdigital must be configured in field mapping.
You need to know the ID of the Dotdigital list you want to add your visitors to.
To find the list ID, in Dotdigital, go to Audience > Lists and select the Properties icon for the list you want. The ID is displayed on the Settings tab.
Learn more
The process to add visitors who complete a Data capture SmartBlock on your site to a list in Dotdigital has four steps:
Set up a trigger program which is used to set which list in Dotdigital visitors are added to.
Create a custom trigger, which is linked to your trigger program. This trigger is configured to fire for each visitor who completes the data capture.
Create your Data capture SmartBlock, and link it to your custom trigger.
Add the Data capture SmartBlock to your website.
1. Set up a trigger program
In Fresh Relevance, select Triggers from the left side menu, select the Trigger programs tab, then select CREATE TRIGGER PROGRAM.
Expand the drop-down menu and select Custom (Code or Segment) and select CONTINUE.
For Custom - Set field, Add to list (template), select CREATE.
For Program name, enter a descriptive name, for example Add to Dotdigital subscribers.
Leave the Trigger namespace field blank. You configure your custom trigger in the next step.
For Wait (In minutes), enter the number of minutes after the signal is raised that you want the trigger program to run.
For this type of trigger program, a delay of 0 is usually suitable.Expand the Action channel drop-down menu and select the Dotdigital account you want to add the contacts to.
For Add to list, enter the ID of the list in Dotdigital.
Select SAVE at the bottom of the page.
As this trigger program type doesn’t send any messages, you don’t need to configure any more settings.
2. Set up a custom trigger
Next, you must create a trigger which allows your Data capture SmartBlock to raise a custom signal for each visitor that completes it. This signal is sent to Fresh Relevance which uses it to add the visitor to your selected trigger program.
To do this:
Go to Triggers in the left side menu.
Select CREATE TRIGGER TYPE.
Select Custom trigger, then select CONTINUE.
Enter a name for your trigger then select REGISTER.
Select the Add trigger program tab, then drag the trigger program you set up to add contacts to Dotdigital to the rule tree on the right.
Select SAVE.
3. Create a Data capture SmartBlock
Then, you need to create a Data capture SmartBlock for use on your site.
On the Behavior tab of the SmartBlock, you must select the custom signal/trigger to be raised for each visitor who completes the data capture. This is the trigger you created in step 2 above.
To do this:
While editing your SmartBlock, select the Behavior tab, expand the Custom signal/trigger drop-down menu and select the custom trigger you created.
Finish configuring any other settings for your SmartBlock that you want, then select SAVE.
4. Add the SmartBlock to your site
Once you have finished the configuration, you’re ready to add the SmartBlock to your website.
See also
You might also want to set up a trigger program to add visitors who perform certain actions on your website to a list in Dotdigital.
You can control which visitors are enrolled in your trigger programs using marketing rules to create your criteria.
Learn more in Use marketing rules.
You can use a custom signal captured by the Fresh Relevance script to send visitors through a trigger program to do this, using a custom trigger program template.
You can also add visitors to a Dotdigital list for other trigger program types, such as Cart abandon. You just need to select a trigger program template which includes the Add to list function.