This guide will walk you through creating new signal triggers using the Sygnal Tag Manager and Parameters Manager features, allowing you to define custom signal triggers and user data mappings.
Using the Funnels Page
To begin, you’ll use the Funnels page to set up your custom signal triggers.
Accessing the Funnels Page
Log in to your Sygnal.io dashboard.
From the left sidebar menu, click Funnels.
Funnels Page Structure
Create New Funnel Button: Allows you to add a new funnel.
List of Funnels: Displays all existing funnels. You can click on a funnel to edit signals, reorder them, and set up triggers.
Parameters Manager Dialog: For setting up user-data mappings for your custom website.
Steps to Create Custom Signal Triggers
Create a New Funnel
On the Funnels page, click the + Create new funnel button.
Name your new funnel, for example, Custom signals.
Click Continue.
Add a Signal in the Funnel
In your newly created Custom signals funnel, click Add Signal.
From the signal type dropdown, select Lead (or another relevant signal type for your signal).
Specify trigger conditions
To trigger signals based on specific user interactions, specify the CSS selectors that correspond to those interactions.
In the CSS Selector field, enter the CSS selector(s) that match the element(s) you want to track. You can optionally set up additional conditions for trigger like checking URL path.
Example: .lead-signal-button to track clicks on a button with the class name lead-signal-button.
Define Custom Signal Triggers and User Data Mappings
Go to the Funnels page.
Click Parameters manager to setup parameter mappings.
Press Add parameter. The following image serves as an example of setting up parameter mapping for email field.
Notes and Errata
Custom Tags are Global
When you create tag manager rules (e.g. CSS selectors etc) they are global across all sources. You can create multiple rules for a single event and each rule may have a page URL /path condition
e.g. InitiateCheckout has rules
trigger on page load with path URL /page1
OR
trigger on page load with path URL /page2
These rules will show up for every funnel. Funnels are used for analytics purposes primarily at the moment. We can see them on activity log page.
Conclusion
By following these steps, you can configure custom Signal triggers in Sygnal.io to track user interactions on custom page templates. This setup allows for precise tracking and data collection, facilitating better insights into user behavior and campaign performance.