Want to know how to set up a data capture for one of your cards? Read on...
If you're wanting to run a competition on your card you'll need to add a data capture form. This form allows you to gather entrant information whilst also granting the ability to send communications and prizing.
Tip: Create a Default Form and save yourself time by not having to set this up each time you create a new competition, you can learn how to do this here.
How do I set it up?
- Step 1: Add a Data capture to your card
- Step 2: Configure your data capture settings
- Step 3: Set up your Form
- Step 4: Create your Communications
- Step 5: Set up your Prizes
Step 1: Add a Data capture to your card
- Once you have created your card's content and are ready to add a data capture form, navigate to the data capture tab of your Card's editing modal.
- From here, click on enable.
- This will reveal additional settings on the left-hand side that you will use to set up your competition.
Step 2: Configure your data capture settings
- (1) Here you can remove the data capture.
Note: This will delete the entire competition element attached to this card.
- (2) Configure how many times you'd like users to be able to enter your competition. The options are as follows:
- Single - Users can only enter once.
- Throttled using a rolling window - Entries are throttled based on a specified frequency from the current time. i.e. once per hour, once per day, etc.
- Throttled using a start time - Entries are throttled based on a specified frequency from a specified start time. i.e. if the start time was less than one hour ago but entries are throttled for every hour, users cannot enter again until the next hour.
- Unlimited - Users can enter as many times as they like.
- (3) Here you can configure the unique entry validation rule that will detect if a user has already entered your competition.
- (4) Adding a close time will prevent people from entering the competition after a certain point.
Note: Users will still be able to play through the card, the data capture will just not appear after completion. If you don't wish for users to play through after the close time has passed, you can schedule this card to expire at a set time.
- (5) Here you can also attach a reference table that validates each data capture entry against a reference table entry. This is optional and can be set up following this Knowledge Base Article.
Step 3: Set up your form
- (1) By clicking Form you are able to alter the journey your users will take when entering your competition.
- (2) This section allows you to customize your form.
- (3) Click here to upload a header image.
- (4) Here you can customize the copy within the header of your form, e.g. 'Enter to win'.
- (5) Here you can also add a description to go below the header of your form, e.g. 'Fill in the form below to go in the draw to win x!'
- (6) These are your data fields and comprise the information the user will need to supply in order to enter your competition. You can edit these fields by clicking on them.
- (7) Scrolling down, there is a terms and conditions opt-in. By clicking on this field, you'll be able to attach your competition's terms and conditions. These can be set as required or optional.
- (8) You can add to these fields by clicking the + icon.
There's nothing we can't ask for in this form in some way or format!
Note: You can attach your own data lists and unique codes to the Data capture form.
- (A) Firstly, you have the properties column. Displayed here will be all the contact properties created on your company.
- (B) Click here to create a new contact property. Learn how to create contact properties here.
- (C) The other form elements column allows you to add ad-hoc fields you wish to capture from your competition. Form field values persist only on the form submission (i.e. Entry) and that history is not reflected on the Contact property.
- (9) Here you can edit the color and copy of the call-to-action.
- (10) Using the top navigation, view the user flow from call-to-action (card cover) to completing the entry form and viewing the entry confirmation banner post-completion.
- (A) You can edit the copy that appears for each stage of the competition - Entry confirmation is visible once a user has completed the form and the Closed banner will appear if you have a close time set to your card.
Step 4: Create your Communications
Clicking on the Communications tab will provide an overview of all the communications participants could receive by engaging with your card.
Note: Within the Komo platform you can send both email and SMS communications. SMS communications start at 12c/SMS segment.
- (1) Navigate to the communications tab of the Data Capture dropdown menu.
- (2) Click on add communication to begin creating a new communication.
- (3) Add an internal name. This is internal and the name won't be seen by the recipients.
- (4) Here you can set whether your recipients will receive the particular communication via a transactional email, marketing email, or SMS.
- (5) Set the conditions that need to be met in order for an entrant to receive this communication. The three options here are:
- Manually Sent - Requires you to select an entrant/entrants to receive the communication.
- On form registration - Once a user submits the form they will trigger this communication.
- At a scheduled time - All entrants will receive the communication at the set time.
- (A) Update your communication internal name.
- (B) Select the sender's name. By default, this is set to your Company name in the portal. If you can't find a sender name, click on Addor edit senders to add to your current list.
- (C) Here is where you'll add a subject line.
- (D) Mark this checkbox if you want to paste an HTML code to create your email. Design and create your email on your CRM, copy the HTML code and paste it in the text box.
- (E) Use this area to construct your email. Utilize the toolbar to format and style your email.
- (F) Copy and paste these codes into your email to personalize your communications by pulling data collected when your user fills out the form.
- (G) Here you can edit the body and container colors.
- (H) (Optional) Attach a coupon to be sent out within your communication by copying the coupon code.
Tip: You can add this code within a button to hide the URL.
- (I) This option allows you to test the communication.
For SMS:
- (A) Update your communication internal name.
- (B) Select the SMS sender name.
- (C) Construct your SMS message here.
- (D) Copy and paste these codes into your email to personalize your communications by pulling data collected when your user fills out the form.
- (E) (Optional) Attach a coupon to be sent out within your communication by copying the coupon code.
Caution: Please note that due to changes to Australian Laws and Regulations, Alphanumeric Sender IDs (a.k.a the 'from name' your users will see when they receive an SMS from your brand) must now be pre-registered. To get started, follow the steps in this Knowlege Base Article.
Step 5: Set up your Prizes
By clicking on the prizes tab, you will see an overview of your competition's prizes. Note that the prizes tab relates to all communications relating to prizing and will primarily, but not necessarily, be distributed post-competition closure.
- (1) Navigate to the prizes tab of the Data Capture dropdown menu.
- (2) Click on + Add Prize.
- (A) Give your prize an internal name that makes it easy to keep track of.
- (B) Click on the edit prize rules button to set your rules.
-
- (a) Decide how you want to award your prize. You can choose one of the following:
- Award prize manually - Requires you to select an entrant/entrants to receive the prize.
- Randomly pick X persons - After clicking Award prizes the prize will be randomly allocated to X number of entrants.
- Everyone who entered - Every entrant will receive a prize.
- Everyone who didn't win - Every entrant who hasn't won any other prize will receive this prize.
- Live prize awarding - This option allows you to send prizes to users live/instantly while they engage with your content.
- (b) Select when you want the prize to be awarded. This is where you'll set additional parameters that need to be met.
Note: this is what is mainly used for personalized prizing.
- Answered 'select question' with 'select answer':
This option awards the particular prize to entrants who respond with a selected answer to one of your questions. Ie: In your Live Trivia game you may have asked "What's your favorite ACME sports drink flavor?", with the potential answers being lime or apple. By using this parameter you can provide users who responded with 'lime' a lime coupon in the prize. - Got result x:
Award prizes based on a result they receive. Ie: In your Personality Quiz, a result could be "You're a shoe shopper", and reward users with a discount voucher to spend at a shoe store. - Answered X or more questions:
This option simply allows you to reward people who answered a predetermined number of questions. - Answered X or more questions correctly:
Awards the prize to people who answered a predetermined number of questions correctly.
- Answered 'select question' with 'select answer':
- (a) Decide how you want to award your prize. You can choose one of the following:
- (C) + (D) Refer back to Step 4 to configure comms.
One last note:
At Komo, we pride ourselves on not only the results our clients achieve with us but the service they receive whilst bringing their Hub's to life.
If you ever have any questions about an upcoming activation, how you can best utilize Komo to get the best possible outcome, or just a general query, please don't hesitate to reach out to your Customer Success Specialist or email us at support@komo.tech
We also love your feedback, so please let us know if this article helped you by selecting from the options below.
Louis Docherty
Head of Customer Success