How to Collect First-Party Data Using Typeform

Introduction

In an age where many web browsers block third-party cookies, collecting first-party data is more important than ever. This article helps you gather such data on your website by using Typeform and MoEngage. With Typeform, you can make user-friendly surveys. Then, with MoEngage, you can make sure the right people see your survey at the right time. For more information about the integration of MoEngage with Typeform, refer here.

In this article, we will conduct a survey about the purchasing experience after a product is purchased from your online store. To achieve the same, we will create an On-site Messaging (OSM) Campaign and embed the Typeform survey in it.

Expected Result

When users visit the website, they will see a pop-up message:

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Prerequisites

  • URL to the published Typeform survey that you want to show to your users.
  • Integration of the MoEngage Web SDK with your website. For more information, refer to the Web SDK documentation.
  • Events to track the action of a user purchasing an item and related information such as the platform, bought product’s ID, name, price. In this example, we will name the event as “Product Purchased” (required only if the OSM is triggered on the custom event). To understand how to track events, refer to the Developer Guide.

Create an OSM Campaign

In this section, let us create an OSM Campaign to send a Typeform survey:

Step 1: Target Users

  1. Navigate to the sidebar on the left and click Engage > Campaigns and click + Create campaign, or click + Create new > Campaign.
  2. Under Inbound, click On-site.
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    You are taken to the first step "Target users" of defining your campaign.
  3. Enter the following details:
    • Campaign name: Enter a name for the campaign. For example, "Typeform Survey".
    • Campaign tags: Select the relevant campaign tags.
  4. In the Target Platforms section, select the platforms where you would like to show your survey. For this example, select both the options:
    • Web
    • Mobile Web
  5. In the Trigger Criteria section, select when you want to show the survey to your users from the three options. In this use case, you want to show a survey to your users to get feedback about the Product Purchasing experience. Therefore, select On custom event to show the survey just after they purchased the product or after the product was delivered. For more information, refer to Create OSM Pro Campaign.
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  6. In the Select pages section, select All pages.
  7. In the Target audience section, select All users.
    Note: The success of your survey depends on the questionnaire and your target audience. So define your target audience as specifically as possible.
  8. Click Next to move to the second step "Content" where you can define the content that will go into your campaign.

Step 2: Content

  1. In the Search templates field, search with the keyword “Typeform survey” to find the required template.
  2. In the Popup templates section, hover your mouse on the required template and click Select Template.
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  3. After the screen loads, click the empty Typeform element. A set of icons is displayed.
  4. Click the first icon to edit the HTML code elements to connect your survey here.
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  5. Look for the "data-url" and "src" variables. Add your Typeform URL with query parameters in both of the fields. Make sure you use double quotation marks (" ") instead of single quotation marks (' ').
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  6. Click Next to move to the third step "Schedule and goals" where you can define the schedule and goal of your campaign.

Step 3: Schedule and Goals 

  1. In the Send campaign section, define when you want to start and end your OSM campaign.
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  2. In the Conversion goals section, add conversion goals that you like to track.
  3. In the Campaign priority section, assign a priority to this OSM campaign. Assigning a priority helps you decide which OSM to be shown to a user when they are eligible for more than one OSMs at a specific time. For example, selecting Critical makes sure that the users will always see this even when there are other campaigns that they are eligible for. For more information, refer to Create OSM Pro Campaign.
  4. In the Global Delivery controls section, turn the Ignore global minimum delay toggle on to override the defined minimum delay between any two campaigns defined in settings.
  5. In the Local Delivery controls section, define the controls based on your requirements. For more information, refer to Create OSM Pro Campaign.
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  6. Click Publish.

Conclusion

In this use case, we created an OSM Campaign and embedded the Typeform survey in it. Now that we have published the campaign, we can analyze how well our campaign is performing. For more information, refer to Analyzing an OnSite Campaign.

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