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    Integrating With Twitter Lead Generation Cards

    About

    Twitter Lead Generation Cardslink can help build your contact database quickly, easily capturing leads from your Twitter feed's followers. Your followers simply click the card to opt in, without leaving their Twitter feed or having to fill out a form.  This ease of use has made them very popular with marketers. This integration makes your Twitter Lead Generation Cards into virtual opt-in forms, populating or updating the contact information in ONTRAPORT, ready for you to follow up and convert them into customers. 

     

    To use the free version of Twitter cards see the article for Free Twitter Cardslink. Note that Free Twitter Cards do not display as ads in your feed, and the image is not shown until the follower clicks the tweet to expand it. 

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    Prerequisites

    • An ONTRAPORTlink account.

    • A Twitter Adslink account.

    • Twitter Cards created and ready to link to ONTRAPORT.

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    Configuring ONTRAPORT

    The Twitter Lead Generation Cards will provide three pieces of information to ONTRAPORT, the name (first and last), the Twitter screen name and the email address. This information is pushed into ONTRAPORT using our standard forms processor. The recommended configuration steps in ONTRAPORT are:

    1. Create two new Custom Fields by clicking Contacts > Settings and clicking on the Field Editor link.  Show me

    2. Create a text field named "Full Name" for use by Twitter. Twitter is not able to populate the standard "Name" field in ONTRAPORT.

    3. Create a second text field named "Twitter Screen Name". Save the additions by clicking the button at the top right.  Show me

    4. Create a Smart Form (not an ONTRAform) by navigating to Contacts > Forms, selecting the New Form button and selecting Create New on the Smart Form icon. Show me

    5. The default form loads. Remove the First Name and Last Name fields. Click the Add Field button and add the "Twitter Screen Name" and "Full Name" fields to the form.  Show me

    6. Name the form, save it, and then click the Publish button.

    7. On the Publish Form screen click the Host My Form link on the left. Copy the URL and paste it into a new web browser window to display the hosted form. Don't worry about the style or format of this form as it will never be shown to your contacts.   Show me

    8. Right click on the web page with the form displayed and select View Source. The page HTML code will be displayed. There are several items we need to copy to a text file for later insertion into Twitter:

      twitter-lead-form-source.png

      1. The forms processor URL: forms.ontraport.com/v2.4/form_processor.php

      2. The Twitter Screen Name field ID, f1462 in the image above. It will have different numbers after the f on your system.

      3. The Full Name field ID. In the image above, it is f1463. On your system it will have different numbers after the f.

      4. The form's uid. In the image above, it is p2c83585f10. On your form's code it will include the prefix p2c, but the rest of the numbers will be different.

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    Twitter Lead Generation Card Settings

    1. In your Twitter Ads account, click on Creatives > Cards to configure the Twitter Lead Generation Cards you have created.  Show me

    2. Click the Cards tab, and select the Lead Generation radio button to reveal the Twitter Lead Generation Cards you have created. Click the pencil icon to edit the first card.  Show me

    3. Scroll down to the Data Settings section, click to expand it, and set the following values:

      twitter-lead-post-info-600-annotated.png

      1. Submit URL: use the form's processor URL you copied from the form source code. It should be forms.ontraport.com/v2.4/form_processor.php

      2. HTTP Method: Select POST.

      3. In the Custom Key Name space on the line with the Name label, paste the equivalent f1463 code you obtained from the form's code. The numbers after the f will be different than shown here. You copied this number in number 8, step c, above.

      4. In the Custom Key Name space on the line with the Email label, type email.

      5. In the Custom Key Name space on the line with the Screen Name label, paste the equivalent f1462 code you obtained from the form's code. The numbers after the f will be different than shown here. You copied this number in number 8, step b, above.

      6. If there isn't a space to add an entry under the Custom hidden data values title, click the Add another hidden field button. Then, in the left side, type in uid.

      7. On the right side, copy and paste the form's UID copied in number 8, step d above. The number will start with p2c but will otherwise be different than the number shown in the image above.

      8. Click the Update Card button

    4. Configure the rest of your Twitter Lead Generation Cards in the same way. Each card must be configured with the Submit URL, HTTP method and field information as shown above.

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    FAQs

    Q. Can I have Twitter fill the First Name and Last Name fields?

    A. No, Twitter provides only a full name, both first and last. You will need to manually populate the First and Last Name fields in the Contact Records. If you have many Twitter leads, you can export all records with a Full Name entry, use Excel to split the names, save it as a CSV and then import the file using Merge and Underwrite to update the Contact Records.

    Q. Can I put the Full Name into the First Name field instead of creating a new field?

    A. Yes! Create the Twitter Screen Name field as described in steps 1 through 3 under Configuring ONTRAPORT ↑, but leave out the Full Name field. Leave the First Name field on the opt in form in step 5, and just delete the Last Name field. Add the Twitter Screen Name field to the form as instructed. When you configure the Twitter Lead Generation Card settings ↑, use firstname as the Custom Key Name on the Name line in number 8, step C.

    twitter-sub-first-name.png


    Q. Can I use free Twitter Cards with ONTRAPORT?

    A. Yes. Follow the instructions at our Free Twitter Cardslink article.

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