Introduction
When using the Convertr platform, your Client(s) or Advertiser(s) may vary in the form capture requirements. For example, one Advertiser may want to capture all the same data, or maybe each of your Advertisers may capture their own unique terms and conditions.
The Global Forms Functionality introduces a new field type called Dynamic Content, which can be used to solve these requirements. This new field type is used to display unique content based on either Advertiser or Advertiser and Category.
The Global Forms Functionality also allows one single form to be used across numerous Advertisers where the data capture fields are exactly the same, and unique terms and conditions copy is shown per Advertiser.
In this document we will show the same form utilising the new Dynamic Content field to show different terms and conditions copy across different Advertisers.
Video Tutorial
Please note that this video covers both Dynamic Content for the Thank You Page and for the Form Field Types.
Setup Process
When adding/editing a form within the form builder, navigate to the Fields tab, then add a new field, selecting Dynamic Content as the Type.
Click the Settings icon to view the options for this field.
If required, add any Default Content. This content can be written in HTML and will be shown to all Advertisers that are not specified within the custom content rules. This content can be empty if no content is required to be shown for advertisers that are not defined within custom content rules.
To add a custom rule select either the Advertiser radio button or Advertiser and Category radio button, then click Add. You can then include any unique content that should be displayed for the defined Advertisers/Categories.
The below example shows the setup to display unique content for 2 different Advertisers. For even more specific requirements, Advertiser and Category rules can be used.
If the Hooli Advertiser has any campaigns that have an association with this global form, then content displayed on the form will be ‘Some content for Hooli advertiser', for example.
Similarly, if the Alicimo Advertiser has any campaigns that have an association with this global form, then content displayed on the form will be ‘Different content for Alicimo advertiser', for example.
For any advertisers that are not defined within the Custom Content Rules, but still have campaigns with an association with this global form, then content displayed on the form will be ‘My default content'.
