Give each site visitor a personalized experience with conditional redirects that send them to pages that meet their needs.
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Conditional redirects
Course Instructor
- How conditional redirects provide personalized experiences for your customers
- When to use conditional redirects to boost your conversion rates
- Assets you’ll need to create to set this up
- The steps and settings to create your first conditional redirect
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Transcript
Conditional redirects let you send contacts to different pages based on what they put in your form. They personalize your visitors’ experiences by showing them customized messages when they land on your thank you page.
I’ll show you what I mean and how to set them up.
Let’s say you’re a veterinarian. You have a “Contact Us” form with a dropdown field asking visitors what kind of pet they own. The dropdown options might include cat, dog, hamster, bird and so on.
If a contacts say they've got a cat, you’d use conditional redirects to send them to a page filled with information about your cat expertise.
If they’re dog owners, you would send them to a page that highlights your canine knowledge or offers them a specific service related to dogs.
This kind of personalization proves to your leads that you’re actually paying attention to their needs, boosting their confidence and your conversion rates.
You can use conditional redirects in many other ways as well. For example, you might ask leads what their budget for a project is, about their role at a company or what specific challenge they might be facing. Then, you’d send each person to a page that shows off your relevant experience. You could talk about big projects or small ones, why your service is valuable for executives or sales reps and so on.
So now, let’s put this idea of conditional redirects into action. It’ll take just three steps: We'll make sure we have all the assets we need. We'll set up our redirect rules. And we'll order our redirect settings.
To create your assets you're going to need a form and at least two thank you pages. It’s best to have those set up first. We're going to assume you've done that and move on to step 2.
First, go to your “Form Settings.”
You’ll find the “Conditional Redirect” checkbox right below the “Send contacts here” settings.
Check the box to turn on the feature. Then, in the “Redirect Rules” box, click “+Add,” then “+Add Condition.” Now pick the field that you want to work with. Using our vet example, we’ll say that the ‘type of pet’ field is equal to cat.
Now that you have your condition, we can set up the redirect. This will tell us where to send the contact if this condition is met. Choose your thank you page for cat owners in the redirect settings. We’ll use an Ontraport landing page .
Once you’ve selected the page you want to use for your redirect, click “Save.” Awesome, you’ve just created your first condition!
Now, let’s create conditions for your other pet options.
Let’s make one for dogs. Just like before, we’ll click “+Add,” then “+Add Condition.” Again, pick the field that you want to work with and say that the type of pet field is equal to dog.
For the redirect destination, choose an Ontraport landing page again. Once that’s done, click “Save”.
One last thing to before we wrap it up.
Sometimes, if you make things more complicated than our cat and dog example, someone's form fill-out will match more than one of your rules.
So it's important to understand that these rules will run in order. That means your visitors will be redirected to the page you chose in the first condition that matches. You can reorder these conditions by dragging and dropping them around.
Also, if none of the conditions match, then the visitor will be sent to the original opt-in destination.
Once you have your conditional redirects all set up, make sure to save your changes and then you’re done!
Great job! Now you know how to set up conditional redirects.
Later in this series, I’ll show you how to set up multi-step forms.
I’ll show you what I mean and how to set them up.
Let’s say you’re a veterinarian. You have a “Contact Us” form with a dropdown field asking visitors what kind of pet they own. The dropdown options might include cat, dog, hamster, bird and so on.
If a contacts say they've got a cat, you’d use conditional redirects to send them to a page filled with information about your cat expertise.
If they’re dog owners, you would send them to a page that highlights your canine knowledge or offers them a specific service related to dogs.
This kind of personalization proves to your leads that you’re actually paying attention to their needs, boosting their confidence and your conversion rates.
You can use conditional redirects in many other ways as well. For example, you might ask leads what their budget for a project is, about their role at a company or what specific challenge they might be facing. Then, you’d send each person to a page that shows off your relevant experience. You could talk about big projects or small ones, why your service is valuable for executives or sales reps and so on.
So now, let’s put this idea of conditional redirects into action. It’ll take just three steps: We'll make sure we have all the assets we need. We'll set up our redirect rules. And we'll order our redirect settings.
To create your assets you're going to need a form and at least two thank you pages. It’s best to have those set up first. We're going to assume you've done that and move on to step 2.
First, go to your “Form Settings.”
You’ll find the “Conditional Redirect” checkbox right below the “Send contacts here” settings.
Check the box to turn on the feature. Then, in the “Redirect Rules” box, click “+Add,” then “+Add Condition.” Now pick the field that you want to work with. Using our vet example, we’ll say that the ‘type of pet’ field is equal to cat.
Now that you have your condition, we can set up the redirect. This will tell us where to send the contact if this condition is met. Choose your thank you page for cat owners in the redirect settings. We’ll use an Ontraport landing page .
Once you’ve selected the page you want to use for your redirect, click “Save.” Awesome, you’ve just created your first condition!
Now, let’s create conditions for your other pet options.
Let’s make one for dogs. Just like before, we’ll click “+Add,” then “+Add Condition.” Again, pick the field that you want to work with and say that the type of pet field is equal to dog.
For the redirect destination, choose an Ontraport landing page again. Once that’s done, click “Save”.
One last thing to before we wrap it up.
Sometimes, if you make things more complicated than our cat and dog example, someone's form fill-out will match more than one of your rules.
So it's important to understand that these rules will run in order. That means your visitors will be redirected to the page you chose in the first condition that matches. You can reorder these conditions by dragging and dropping them around.
Also, if none of the conditions match, then the visitor will be sent to the original opt-in destination.
Once you have your conditional redirects all set up, make sure to save your changes and then you’re done!
Great job! Now you know how to set up conditional redirects.
Later in this series, I’ll show you how to set up multi-step forms.
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