PersonalizeWP is a WordPress plugin that allows you to customize your WordPress content based on your audience. Create custom rules based on profiles, segments, localization, and more. It also integrates with WS Form and allows you to show content based on a lead score that you set. In this post, we’ll look at PersonalizeWP and how it integrates with WS Form.
Why Use PersonalizeWP
PersonalizeWP is a great way to target your audience for marketing and lead generation. It provides a lead score and creates segments to target. You can provide content or offers based on the score they’ve received from the rules you’ve set. You can easily hide or show content with the built-in rules or create your own custom rules.
It includes a free and pro version. The Lead Score personalization features that we’ll cover in this tutorial are available in the pro version.
Add a Form Action
First, you’ll need to add an Action to allow WS Form to record the data in PersonalizeWP. Without the Action, no activities will be recorded, so no information will be added to the profile in PersonalizeWP. To add the action, click on the Actions icon at the top of the form editor. Next, click the Plus icon in the Actions sidebar to add a new row.
Under Action, select the dropdown menu and choose Record in PersonalizeWP.
Choose Form Submitted so the Action runs on form submission. This is the default setting, so you won’t need to change it.
Mapping the Fields
Finally, you’ll need to map the fields if you want the Visitor Profile to show the correct information. This is optional, but it does provide more information about the visitor if you perform this step. The fields will vary depending on the form, but most will include the name, address, etc. Also, the fields will not update the profile if you’ve selected Always anonymize profiles in the PersonalizeWP settings.
Under the Action section, you’ll see a section called Field Mapping. Click the Plus icon to add a new row.
Select the dropdown box under Form Field. This shows all of the fields on the form. Choose the field you want to map from.
Next, open the dropdown box under PersonalizeWP and choose the field you want to map to match the form’s field.
Perform this step until you’ve mapped all of the fields you want to map. Click Save and Close and Publish your form. Now, when someone submits a form, all of the information that you’ve mapped will appear in the Visitor Profile.
PersonalizeWP Visitor Profiles
Now that we’ve seen how to add PersonalizeWP to a WS Form, let’s see how to personalize your visitor profiles when the user submits a form from WS Form.
Add a Score to a Visitor Profile
Lead Scoring lets us add a score to a visitor profile if a specific form is submitted. You can add as many rules as you want and use them in different ways.
This can be used to identify leads for sales. You can use the score to show certain deals to your best customers, show offers for new customers, ignore sales for job postings or service requests, and lots more. The score is accumulative.
First, go to Personalize > Lead Scoring in the WordPress dashboard and click Create Scoring Rule.
Provide a name for the rule, select the type of rule, and add a score. The types of rules include Purchased Product, Submitted Form, and Visited Page. For use with WS Form, select Submitted Form. The Score Value can be positive or negative. I recommend using a positive score for visitors you want to target and a negative score for visitors you don’t want to target. Click Create Rule when you’ve finished making your selections.
Display a WS Form Based on the Lead Score
When adding a WS Form block to your content, you can choose to display that form based on a user’s Lead Score. This allows you to provide special content, offers, memberships, etc., to those who are high-quality leads.
First, add your WS Form block to the content and choose your form.
Next, with the WS Form block selected, scroll to the Personalize section in the settings on the right. Scroll to Segments and select Submitted Form from the dropdown box.
Under Lead Score, enter the minimum score. You can also set a maximum score if you want to target users with a specific score range. Under Then Take the Following Action, choose if you want to show or hide the form from those with the lead score you have selected. Showing the form is the default setting. Publish the content and you’re ready to build your list of leads.
In my example, if the user has previously submitted a form, and their Lead Score is between 10 and 20, they will see the form in this content.
View PersonalizeWP Visitor Profiles
Once a visitor has submitted a form, their profile will be stored along with their Lead Score and any information you mapped from the WS Form. You can see all of the visitor profiles by going to Personalize > Visitor Profiles in the WordPress dashboard. Here, you can view, delete, sort, and search the profiles.
Viewing the profile shows the information gathered from the form along with their lead score.
It also shows Segments and Activity, where you can see the segments that they’ve been added to and the types of content they’ve viewed on your website.
Ending Thoughts on PersonalizeWP and How it Integrates with WS Form
That’s our look at PersonalizeWP and how it integrates with WS Form. Integration is automatic, and it works with both the free and premium versions of PersonalizeWP. You will need to set up the Action and map the fields, but as we’ve seen in this tutorial, this is a simple process.
Then, make your lead score choices to determine who sees the WS Form block in your content. It’s simple, intuitive, and easy to use, and it works with any form created with WS Form.
We want to hear from you. Have you tried PersonalizeWP with your forms from WS Form? Let us know in the comments.
