Cross-device tracking is an excellent way to keep track of potential customers that sign up to your list on one device, but then make the purchase another time on another browser or device.

If you rely on email follow-ups to drive your sales cycle, cross-device tracking is critical to getting the most accurate stats possible to scale your traffic and optimize your business.

This article will show you how to create a custom form in ConvertKit that will work with cross-device tracking.


If you have not created your cmc_vid field yet, please review the article below related to cross-device tracking and make sure your custom field is created in ConvertKit before continuing this process. 

How do I set up cross-device tracking using Campaigns?


1. In ConvertKit, click on the Grow menu and choose “Landing Pages & Forms.

 

2. Click “Create New” at the top right of the page, then select “Form” for the type. 

3. Choose “Inline” as the display format for the form. 

 

4. Then, choose “Clare” as the template.

 

5. Once the form creation page loads, click the add (+) button to add a new field. Click on the blank field that pops up to get to the field settings. 

 

6. In the settings for the custom field, choose the “cmc_vid” field you created previously. Make sure the field label also says “cmc_vid”, and then ensure the “Required” box is unchecked. 

 

7. Next, click on “Settings” at the top to bring up the settings menu for the form. 

8. For the “When a visitor subscribes to the form” setting, change it to redirect to an external page, and enter your thank you page URL in the box. 

 

9. Back at the top of the page, click “Save”, then click “Publish”

 

10. Now you should see a window that gives you options for publishing the form. Choose “HTML” as the option, copy the code from the box, and then paste the code into a text editor, like Notepad. 

 

11. Once the code is pasted into a text editor, you’ll need to find the styling portion of the text and remove it. The easiest way to do this is to use the FIND command (Ctrl+F for Windows, Cmd+F for Mac). 

12. In the find box, type in “built with” and press enter. That should highlight the part of the code that matches that text. Right after that portion, you need to find a piece of code that says <style>.

 

13. Remove everything from <style> to </style>, but leaving </form> at the end.

 

14. Next, use the FIND command again to look for the reference for the custom field, cmc_vid. 

 

15. Follow the code to find placeholder= and after that part of the code, in between there and type=, add the code value=”[cmc_vid]”. When finished, it should look like this:

 

And that’s it! You’ve now created a custom form in ConvertKit that will work with cross-device tracking!

Article 827 Last updated: 03/13/2023 11:11:30 AM
https://www.clickmagick.com/kb/?article=827