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. Usually, you then have to download lead data from Twitter and upload it to your marketing database. However, there is a way you can feed this data directly to an existing subscriber list in your Campaign Monitor account.
Setting up Lead Generation Card integration
Follow the instructions below to transfer lead data from Twitter to your Campaign Monitor account.
Prepare your subscriber list
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 text field, with whatever name you desire, to collect Twitter @usernames. Here, we've called it "Screen name."
Generate subscribe form code for your list
Now you need to generate values for Twitter's "Custom key name" fields. 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 include the Twitter username custom field you just added, by ticking the appropriate 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.createsend.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 other values you need to complete the Lead Generation Card in your Twitter account. These values are unique to the code you generate, the code included here is for example only.
- Submit URL — We refer to this as the form action URL, found in the <form> tag. For example: https://yourdomain.createsend.com/t/r/s/something/.
NOTE: Twitter requires an https:// Submit URL as its endpoint, it will not accept http:// — in some cases you will have to change the generated URL manually. For custom domains, please see the "important" note below.
- Name — cm-name
- Email — cm-tluilhl-tluihl
- Screen name — cm-f-jldliyt
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, rather than your original URL. This will not work for Twitter's Submit URL. If you don't know what your original URL is, Please contact support and we'll provide you the information you require.
Create a Lead Generation Card
Log in to your Twitter Ads account and create a new Lead Generation Card from the Creatives > Cards menu.
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 list, you are sending spam. Pictured above is an example that Twitter uses.
When your Twitter card's promotional text and image are ready (visit Twitter's help center for tips and guidance), you will need to expand the Data settings (optional) section and populate the fields using the data you generated above.
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:
In addition, you will need to complete:
- Card Details (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.
- Destination URL — You could direct users to your sign up confirmation page. This is under the Destination URL settings (optional) section.
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 in your Twitter Ads account, under "Data settings (optional)". 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.