When a follower clicks the call-to-action button on the card you capture their name, @username, and the email address linked to their account. Then, the standard way Twitter cards work, is that you download lead data from Twitter and upload it to your marketing database.
Alternatively, you can feed lead data straight through to an existing subscriber list in your Campaign Monitor account. On this page, we'll show you how to set it up.
Setting up Lead Generation Card integration
Follow the instructions below to transfer lead data from Twitter to your Campaign Monitor account.
Create a Lead Generation Card
Log in to your Twitter Ads account and create a new Lead Generation Card from the Advertising > Cards menu. Pictured below is an example that Twitter uses. Visit its help center for more tips and guidance.
Important: Make sure you include a statement, like the example highlighted above, making it clear to the user that they are joining a mailing list. If you do not have proven permission to email the addresses on your mailing lists, you are sending spam.
When your Twitter card's promotional text and image are ready, complete the "Technical Settings" section to link the card to your Campaign Monitor account. It looks like this:
This is how to fill in the top section:
- HTTP method: Select POST (HTTP POST is a method for submitting data to a web form).
- Submit URL: Your Campaign Monitor list endpoint URL. We'll show you where to get this further down.
- Fallback URL: Add a URL to a backup subscribe form so, if anything goes wrong, you don’t lose the lead. You could direct them to a form on your site, or one hosted by us.
Instructions for completing the second part of the Technical Settings section are explained below.
Prepare your subscriber list
First, you need to get your list ready. In your Campaign Monitor account, open or create a new subscriber list to collect lead data from Twitter. On the list details page, click Custom fields in the right sidebar and create a new field to collect Twitter @usernames.
In this example we're labeling the new custom field "Screen name," but you could name it "Twitter username" or anything else you like. Just make sure it's a text field, as shown here:
Generate subscribe form code for your list
To generate the attribute values needed to add to the "Custom key name" fields in Twitter, you need to generate the code for a subscribe form.
In your Campaign Monitor account, open the list details page again and click Sign up forms in the right sidebar. Then select Copy/paste a form to your site.
The subscribe form editor will load. Make sure you tick the Screen name (custom field) checkbox in the "Show" field options on your right, then click Get the code.
The HTML code generated will look something like this:
<form action="http://yourdomain..com/t/r/s/something/" method="post"> <p> <label for="fieldName">Name</label><br /> <input id="fieldName" name="cm-name" type="text" /> </p> <p> <label for="fieldEmail">Email</label><br /> <input id="fieldEmail" name="cm-tluilhl-tluilhl" type="email" required /> </p> <p> <label for="fieldjldliyt">Screen name</label><br /> <input id="fieldjldliyt" name="cm-f-jldliyt" type="text" /> </p> <p> <button type="submit">Subscribe</button> </p> </form>
Highlighted in the example code above, and explained below, are the submit URL and the attribute values you need to complete the Technical Settings section in your Twitter Ads account:
- Submit URL: We refer to this as the form action URL, found in the <form> tag. For example: https://yourdomain..com/t/r/s/something/.
Note: Twitter requires an https:// Submit URL, it will not accept http:// — you may have to change the URL from the generated code manually. For custom domains, please see the note labeled "important" below.
- Name: cm-name
- Email: cm-tluilhl-tluilhl
- Screen name: cm-f-jldliyt
As you can see from the examples listed above, the "name," "email" and "Screen name" attribute values are found in the <input> tags.
Important: If you have applied a custom domain name to your account, the form code generated will use your custom site address in the form action URL. This will not work in the Submit URL. You need to replace it with your account's original .com site address, found in the Customize section of your account, under "Settings."
Custom hidden data values
You can also send hidden data to other custom fields in your Campaign Monitor list using the "Custom Hidden Data Values" section (pictured below) in your Twitter Ads account. For example, you may want to tag all sign ups from Twitter using a custom field "Source," with the value "twitter."
To do this, you would need to follow the instructions above to set up "Source" as a custom field, then generate subscribe form code to get the attribute's value – the same as we did with the "Screen name" field.
Then you'd put the "Source" attribute value in the "Key" field, shown above, and put "twitter" in the "Value" field.