If you need to capture anonymous data, whether as a part of a Smart Survey setup, or a typical capture form setup, this guide is for you!
Understanding the Setup
Captello capture forms do not allow submissions without either an email or a name. So even submitting an anonymous lead requires either field to exist on the form. To tackle this, an email field is added, hidden and assigned a default value (such as 'anonymous@unkown.com'), there is an extra step to enforce this to prevent cached emails from replacing the default value. The form also needs to accept duplicates, since all submissions will have the same email.
It is also possible to use this along with an optional name and email fields, giving prospects the option to submit their information. This also explained in the guide.
Steps-by-Step Guide
Add an email field to the form/template.
Note: If you are using a Smart Survey setup, make sure to follow the steps on a template, since one of the steps cannot be done once the survey forms have been generated.
Make the email field hidden.
Add a default value to the email field.
In the capture form's properties, uncheck 'Email' as a unique identifier OR set the 'Unique Identifier Action' to 'Accept'. Either will have the same effect (allowing the same email to get submitted more than once).
The next step is going to be adding an On-Input action to further enforce the default value. The purpose of it is to prevent cached/URL-parametered emails from replacing the default value.
For Smart Surveys, make sure to add on-input actions on the template before generating the forms, since on-input actions cannot be added to survey forms after they are created.
Save the form (this is required before the next steps).
Access On-input actions.
Click 'Add New'
Name your action and add a description.
For the condition, select any of the questions and select 'Has a value', and click 'Next'
Select the action 'Update Field', select the 'Email' field, add the default value, and select 'Both' in all selections for the action to take effect everywhere.
Click 'Save'.
Adding Optional Name and Email Fields
To add optional name and email fields, simply add a name and an email field after the hidden email field. With that setup, data entered in these fields will override the default data, and if nothing is entered, the form can still be submitted with the hidden default value.
Tip: You may consider adding "(Optional)" to the name and email field labels, this makes sure that prospects that have cached names and emails that pre-fill the form know they can delete them before submitting.
Congratulations! Your form is now ready to receive anonymous submissions!
If you have any questions, feel free to contact us.