Ometria forms

Ometria's HTML forms can be embedded in your website to send contact information into Ometria, e.g. newsletter signup forms.

If you'd like an Ometria form for your site, raise a general request with the Support team to discuss your requirements. 

See also: Setting up Ajax forms

How Ometria forms work

HTML forms can be inserted anywhere on your website, and it's your responsibility to add the code we send you to your site.

When a visitor enters their details in an Ometria form, this data is ingested by Ometria and:

• if they are a new contact then a contact profile is created, or;

• if they are an existing contact their profile is updated.

See also: Merging contact profiles in Ometria

Email is the only required field for signup forms, but other profile fields, e.g. first name, last name, can be included, as well as custom properties and phone numbers.

Ometria forms only send information one way (into Ometria).

Using a form on another website

You can embed your Ometria form on any website, including a partner's site. Signups still go into your Ometria account.

Use the embed code exactly as you receive it, and don't remove or rename its hidden fields.

Forms on third-party pages can attract bot signups, so consider adding a re-captcha.

See also: Can I use a re-captcha in my forms?

Setting a source for each form

To record which form a contact used, add a hidden field that fills in a custom field:

1. Go to Settings > Custom fields and create a contact custom field, e.g. signup_source, or use an existing one. Note its field ID.
2. Add this line to the form code, with your field ID and a value for this form:
   <input type="hidden" name="properties.signup_source" value="Partner competition">

The name must be properties. followed by the exact field ID, or the value isn't saved.

The value shows on the contact's profile in the single customer view, and you can use it in segments.