Embedded Form

Embedded Form

This embedded form is seamlessly integrated into the content of your CMS product demo, or website.

Targeting Settings for the Embedded Form

These settings enable you to determine where, to whom, and on which devices your embedded form will appear on your CMS product demo, or website.

Where to Display It?

Technically, the embedded form should appear or not, depending on where you decide to embed it. However, you can also use the display settings to determine the specific URLs where the embedded form should appear or be excluded. You can configure the embedded form to display on all pages, match a specific URL, contain part of a URL, begin with a certain string, or match a pattern using a wildcard.

Where not to Display It?

Determines the specific URLs where the embedded form should not appear.

+ Add Rule for Where to Display It and Where Not to Display It:

The “+ Add Rule for Where to Display It and Where Not to Display It” feature allows you to create custom conditions for displaying embedded forms on specific web pages. By clicking this option, you can define criteria such as specific website URLs or parts of website URLs where the embedded form should appear. Define the exact conditions under which the embedded form will be shown based on the URLs of your CMS product demo or your website. When a new rule is added, the condition defaults to OR, meaning the embedded form will display if any of the specified criteria are met.

For both ‘Where to Display’ and ‘Where Not to Display,’ here are the rules that will be available once you click on ‘+ Add Rule’:

• Is:
  Behavior: The embedded form shows only on pages with URLs exactly matching the specified rule.
  Example: Setting Website URL is “https://leadwithdemos.com” displays the embedded form on leadwithdemos.com but not on https://leadswithdemos.com/features/sandbox-creation/.

• Contains:
  Behavior: The embedded form appears on any page with a URL that includes the specified value.
  Example: If the rule contains “/features/”, the embedded form will be shown on pages with URLs like
  https://leadswithdemos.com/features/sandbox-creation/ and
  https://leadswithdemos.com/features/lead-capturing/ but not on
  https://leadswithdemos.com/wordpress-sandbox/.

• Begins with:
  Behavior: The embedded form appears on pages where the URL starts with the specified value.
  Example: A rule beginning with “https://leadswithdemos.com/” will display the embedded form on various feature pages but not on https://app.leadswithdemos.com/.

• Ends with:
  Behavior: The embedded form appears on pages where the URL ends with the specified value.
  Example: A rule that ends with “/lead-capturing/” will display the embedded form on any page ending with “/lead-capturing/”.

• Matches wildcard:
  Behavior: The embedded form appears on pages where the URL fits a specified pattern, with * serving as a wildcard.
  Example: Using “leadswithdemos.com/*/lead” will show the embedded form on pages like
  https://leadswithdemos.com/features/lead-capturing/ and
  https://leadswithdemos.com/features/lead-management/, but not on
  https://leadswithdemos.com/solutions/lead-capturing/.

Who to Display It to?

Here, you can decide whether to exclude first-time visitors from seeing the embedded form. You have the option to show the embedded form to all visitors or only to specific visitors based on their visit history.

Additionally, within “Who to Display It To,” you have the option to add a “Filter Group” to further refine the selection of visitors who will see the embedded form. These filters use the same AND and OR logic as the advanced filters in LeadsWithDemos. Within a filter group, the applicable logic would be “AND,” which requires that all specified criteria be met for a lead to be included in the results. The logic between filter groups, however, would be “OR,” allowing for broader filtering of who the LeadsWithDemos embedded form will appear to.

You can tailor your embedded form visibility to specific visitors based on the following criteria:

• Segmented Lists: If the visitor is a tracked lead in your LeadsWithDemos database belonging to a specific audience list.

• Visitor: Whether the visitor is a tracked lead in your LeadsWithDemos database or an unidentified visitor.

• Browser Language:  The browser language setting of the visitor.

• Country:  The visitor’s country, determined by their IP address. These rules apply based on the detection of a known cookie associated with the visitor, indicating previous interactions with your site.

• Days Since Last Visit:  The time elapsed since the visitor’s last visit to your site.When using the “less than” filter, first-time visitors are considered to have a “days since [action]” value of 0. This includes both new visitors and returning visitors without an existing cookie.

  For instance, applying a filter for “Last page visits less than 7 days ago” will include new visitors since their “days since [action]” is 0, which is less than 7.

• Popup Viewed: Whether the visitor has previously encountered a specific embedded form.

• Session Count: The total number of analytics sessions recorded for the visitor on your site.

• Page Visited: If the visitor has been to a specific page URL before.

• Referral URL: If the visitor arrived at your site through a specific referral URL.

Which Devices to Display It?

Sets the embedded form to show on desktops, tablets, or mobile devices.