Embed Web Content

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Once you’ve created a Form, Survey, or Landing Page you’ll want to embed it in an email or on your website in some way.

Video

Written Instructions


Step 1: Click Embed in the Web Content Designer

Press the Embed Button on the Web Content you created.

Then you’ll see this window with your different options:

Custom URL: allows the url text to be customized so that its purpose can be made clearer to the user who clicks it. Otherwise this functions the same way as the Embed as Link option.

Embed As Link: This will take you straight to the form on its own page. Use this in an email or on your website. From this tab you can also click Download file to download the Web Content record’s HTML, allowing you to place it directly on your website or make modifications beyond what is allowed within the editor.

NOTE: If you download the form’s HTML and modify it outside of the Web Content editor, we will not be able to provide technical assistance for any changes made.

Embed As Iframe: Allows the form to be placed within a page on your website. The iframe code should be placed on your website within the <body> tags.

Embed As Widget: Also allows the form to be placed within a page on your website, but additionally allows it to take on any relevant CSS properties from the parent page. Place this code on your website within the <body> tags (Not available for Landing Pages).

Step 2: Insert the Code on your Page

If you choose to use the iFrame or Widget embed options, Place the embed code on your site by embedding it in the HTML of the web page. If you are using the Widget, please keep in mind that the Widget uses JavaScript, so you may need to make sure that your website supports JavaScript.

iframe Code

You can then see your web content in action on your website.

contactus

NOTE: If you’ve set up your Form, Survey, or Subscription Page to be responsive, the way it displays will change based on where it is embedded and the device with which it is viewed. You can always toggle this behavior on the Web Content record itself. Please see this article to read more.

Test the web content and you will see your confirmation message.


Step 1: Click Embed in the Web Content Designer

Press the Embed Button on the Web Content you created.

Then you’ll see this window with your different options:

Custom URL: allows the url text to be customized so that its purpose can be made clearer to the user who clicks it. Otherwise this functions the same way as the Embed as Link option.

Embed As Link: This will take you straight to the form on its own page. Use this in an email or on your website. From this tab you can also click Download file to download the Web Content record’s HTML, allowing you to place it directly on your website or make modifications beyond what is allowed within the editor.

NOTE: If you download the form’s HTML and modify it outside of the Web Content editor, we will not be able to provide technical assistance for any changes made.

Embed As Iframe: Allows the form to be placed within a page on your website. The iframe code should be placed on your website within the <body> tags.

Embed As Widget: Also allows the form to be placed within a page on your website, but additionally allows it to take on any relevant CSS properties from the parent page. Place this code on your website within the <body> tags (Not available for Landing Pages).

Step 2: Insert the Code on your Page

Place the iframe or widget code on your site by embedding the it in the HTML of the web page.

iframe Code

You can then see your form in action on your website.

Form On The Website

NOTE: If you have set up your Form, Survey, or Subscription Page to be responsive, the way it displays will change based on where it is embedded and the device with which it is viewed. You can always toggle this behavior on the Web Content record itself. Please see this article to read more.

Test the web content and you will see your confirmation message.

2011 Web Content Confirmation Text Properties

Embedding Options Comparison

embedding-chart

Testing Your Forms

ClickDimensions uses two methods to identify a visitor: the visitor’s ID which is set in a cookie that is cached in their browser; and the email address the visitor submits in a form. If you have filled in a form with an email address and it resulted in creating/updating a Contact or Lead in CRM, and then you return to that form to test it again with a different email address, you may be identified as the first Contact/Lead when you return to the form, since there will be a ClickDimensions cookie and a visitor ID associated with that cookie, that was created on your first visit. This could result in your second form being associated with the original Contact or Lead.

To avoid this behavior while testing an embedded form, clear your browser’s cache to remove the cookie between submissions.


Feature Added: Original
Feature Updated: July 2016
ClickDimensions Version Need: 6.5.1
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