{"id":3187,"date":"2019-11-14T15:10:29","date_gmt":"2019-11-14T15:10:29","guid":{"rendered":"https:\/\/www.simplebooth.com\/blog\/?page_id=3187"},"modified":"2022-08-31T20:35:27","modified_gmt":"2022-08-31T20:35:27","slug":"how-to-capture-customer-data-for-marketing","status":"publish","type":"page","link":"https:\/\/www.simplebooth.com\/blog\/how-to-capture-customer-data-for-marketing\/","title":{"rendered":"How to Capture Customer Data for Marketing"},"content":{"rendered":"\n<p>If you haven&#8217;t read about the <a href=\"https:\/\/www.simplebooth.com\/blog\/analytics-dashboard-update-fall-2019\/\" class=\"ek-link\">latest round of updates,<\/a> the Simple Booth platform is becoming more and more robust. We want to make sure our customers are always getting the most out of their Simple Booth software. <\/p>\n\n\n\n<p>Collecting customer marketing data is one of many awesome features of the Simple Booth platform. In this post, we\u2019ll walk you through the process of setting up custom forms in the Simple Booth dashboard to collect customer marketing data. This valuable data will bolster your marketing strategy and help you connect with your customers in new ways. <\/p>\n\n\n\n<p class=\"has-very-light-gray-background-color has-background\"><strong>Further Reading:<\/strong><a href=\"https:\/\/www.simplebooth.com\/blog\/is-photo-marketing-the-next-big-trend-in-marketing%ef%bb%bf\/\" class=\"ek-link\"><strong> Is Photo Marketing The Next Big Trend?<\/strong><\/a><br><\/p>\n\n\n\n<p>So, let&#8217;s not waste any time\u2014here&#8217;s how to set up Simple Booth HALO\u00ae and harnesses the full power of the platform&#8217;s customer data capture capabilities.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to set up your customer data capture form<\/strong><\/h2>\n\n\n\n<p>To start, we made a helpful video that outlines the entire process. Take a look at the video on top of this page.  We&#8217;ll also walk through the steps below for quick reference. Let&#8217;s get started!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Set up custom data fields<\/h2>\n\n\n\n<p><strong>1.<\/strong> Log into your <strong>Simple Booth dashboard<\/strong> and select the <strong><a href=\"https:\/\/www.simplebooth.com\/presets\">App Presets<\/a><\/strong> tab found at the top of the page.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"634\" data-src=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-1-1024x634.png\" alt=\"simple booth account dashboard with App Presets location highlighted\" class=\"wp-image-3062 lazyload\" data-srcset=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-1-1024x634.png 1024w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-1-300x186.png 300w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-1-768x475.png 768w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-1-1048x648.png 1048w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/634;\" \/><\/figure>\n\n\n\n<p><strong>2. <\/strong>Select the preset you want to set up a custom form for.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"611\" data-src=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-1024x611.png\" alt=\"screengrab of app presets panel in simple booth dashboard\" class=\"wp-image-3057 lazyload\" data-srcset=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-1024x611.png 1024w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-300x179.png 300w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-768x458.png 768w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-1048x625.png 1048w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/611;\" \/><\/figure>\n\n\n\n<p><strong>3.<\/strong> Scroll down to the <strong>Data Capture<\/strong> section and click the checkbox to turn it on.<\/p>\n\n\n\n<p><strong>4.<\/strong> Fill in the <strong>Title<\/strong> and <strong>Info<\/strong> data fields.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Title:<\/strong> This heading will show up on the data collection window your customers will see during your activations. Make it catchy!<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Info: <\/strong>This will also be visible to your customers. You have the option to keep it short and simple or get creative with it! But, as Josh mentions in the video, remember that <em>you always have to let people know you are collecting their data<\/em>. <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"633\" data-src=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-4-1024x633.png\" alt=\"\" class=\"wp-image-3067 lazyload\" data-srcset=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-4-1024x633.png 1024w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-4-300x185.png 300w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-4-768x475.png 768w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-4-1048x648.png 1048w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/633;\" \/><\/figure>\n\n\n\n<p>5. <strong>Check the boxes<\/strong> for each type of data you want to collect from your customers. <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>You can choose between email address, phone number, first and last name, zip code, and date of birth.<\/li><li>The email and phone fields will send the images to the customer. If both fields are checked, a copy of their photo will be sent to their email as well as their phone.<\/li><\/ul>\n\n\n\n<p class=\"has-very-light-gray-background-color has-background has-medium-font-size\"><strong>Best Practices:<\/strong> It\u2019s tempting to choose multiple data capture options, but in our experience, it\u2019s best to limit it to one or two. People are often in a hurry to get to their photos&#8212;keeping this step quick gives them a better user experience.<\/p>\n\n\n\n<p><strong>6.<\/strong> Add <strong>custom data capture<\/strong> fields<em> (optional)<\/em>. If you have a <a href=\"https:\/\/www.simplebooth.com\/plans\/business\">Pro Simple Booth subscription<\/a>, you\u2019ll also have the option to add custom data capture fields. These fields are great for gathering more information from your customers. <\/p>\n\n\n\n<p>There are options to add :<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Text input<\/strong>: You can ask the customer to type in their answers to any question you add. For example, Josh added a custom field asking, \u201cWhat\u2019s your Instagram handle?\u201d&nbsp;<\/li><li><strong>Checkbox: <\/strong>Ask customers a simple question that can be answered with a simple check of a box. If the box is checked by a user, it implies a &#8220;Yes&#8221; answer. If the box is left unchecked, it implies a &#8220;No&#8221; answer.<\/li><li><strong>Required checkbox:<\/strong> Similar to the first checkbox option, but a required checkbox must be filled out before a customer can get their photo. A popular thing to add here is an opt-in box that says something like, &#8220;Do you allow us to use your photo in marketing materials?&#8221;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"633\" data-src=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-2-1024x633.png\" alt=\"\" class=\"wp-image-3063 lazyload\" data-srcset=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-2-1024x633.png 1024w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-2-300x186.png 300w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-2-768x475.png 768w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/image-2-1048x648.png 1048w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/633;\" \/><\/figure>\n\n\n\n<p>That\u2019s really all it takes to set up a sweet customer data capture campaign during your Simple Booth activations. <br><\/p>\n\n\n\n<p class=\"has-very-light-gray-background-color has-background\"><strong>Further Reading: <\/strong><a href=\"https:\/\/www.simplebooth.com\/blog\/15-examples-of-experiential-marketing-in-action\/\"><strong>15 Examples Of Experiential Marketing In Action<\/strong><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Do a quick test<\/h3>\n\n\n\n<p>So, once you\u2019ve got everything just the way you want it in the admin panel, jump over to the Simple Booth app and give it a test run. <\/p>\n\n\n\n<p>You\u2019ll take a photo just as your guests would, add your edits and filters to the image, then you\u2019ll be prompted to fill in the customer data fields you just set up.<\/p>\n\n\n\n<p>The data capture screens your customers will see will look something like this:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"665\" data-src=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/simple-booth-halo-customer-data-capture-screens-1024x665.jpg\" alt=\"two side by side screens showing the customer data capture screen on the Simple Booth HALO app\" class=\"wp-image-3183 lazyload\" data-srcset=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/simple-booth-halo-customer-data-capture-screens-1024x665.jpg 1024w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/simple-booth-halo-customer-data-capture-screens-300x195.jpg 300w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/simple-booth-halo-customer-data-capture-screens-768x499.jpg 768w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/simple-booth-halo-customer-data-capture-screens-1048x681.jpg 1048w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/simple-booth-halo-customer-data-capture-screens.jpg 2028w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/665;\" \/><\/figure>\n\n\n\n<p>If they select the <strong>Opt-Out<\/strong> option in the upper-right hand corner, they will be presented with the screen below. It includes options to get their image without having their data captured.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"768\" height=\"1024\" data-src=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/opt-out-screen-simple-booth-HALO-768x1024.jpg\" alt=\"\" class=\"wp-image-3174 lazyload\" data-srcset=\"https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/opt-out-screen-simple-booth-HALO-768x1024.jpg 768w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/opt-out-screen-simple-booth-HALO-225x300.jpg 225w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/opt-out-screen-simple-booth-HALO-1048x1397.jpg 1048w, https:\/\/www.simplebooth.com\/blog\/wp-content\/uploads\/2019\/11\/opt-out-screen-simple-booth-HALO.jpg 1536w\" data-sizes=\"(max-width: 768px) 100vw, 768px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768\/1024;\" \/><\/figure>\n\n\n\n<p> After that, the photo will be sent out to the proper recipient. If there was any data collected it will also become available in the Simple Booth dashboard at that time. <br><\/p>\n\n\n\n<p>Confirm everything is working and looks great, then you\u2019re officially all set.<br><\/p>\n\n\n\n<p class=\"has-very-light-gray-background-color has-background\"><strong>Further Reading: <\/strong><a href=\"https:\/\/www.simplebooth.com\/blog\/9-books-you-can-use-to-create-an-experiential-marketing-strategy\/\"><strong>9 Books You Can Use To Create An Experiential Marketing Strategy<\/strong><\/a><br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Make the most of customer data<\/strong><\/h2>\n\n\n\n<p>With <a href=\"https:\/\/www.simplebooth.com\/features\/photo-booth-analytics\" class=\"ek-link\">data analytics<\/a> becoming a top priority in modern business, it\u2019s worth utilizing all the metrics the Simple Booth platform brings you\u2014not just the custom fields! There are additional metrics available to Pro Simple Booth subscribers, too.<\/p>\n\n\n\n<p><strong>For example:<\/strong><\/p>\n\n\n\n<p>Aside from the customer data you\u2019ll be capturing in the fields we just set up above, the Simple Booth platform also collects a number of other metrics for you. For example, Simple Booth is able to report back social media analytics as well as consumer demographics like age, gender, and location of your Simple Booth participants. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/lh5.googleusercontent.com\/NoAAx_4sPzlWKciGdGdBPboojpZ3xB9KwznuYnlbq4Pc9WZFm-nfnolmnbWcud-Lc48n_BhQP0oSUkIrrdYDABH8AOat0IbJtkhGJGW29rzP5b2e8WwA6YH1m83oNd2kC9RfTs-s\" alt=\"\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Learn how customer data drives marketing strategies<\/h2>\n\n\n\n<p>At Simple Booth, we get to hear a lot of success stories about how our clients are able to grow their businesses using the metrics they\u2019ve collected using our platform.<\/p>\n\n<p>The option to capture customer data really ups the usefulness. You have the possibility to fully customize the data you\u2019re gathering and use it to build out your data-driven marketing strategy.<\/p>\n\n<p>One example of this is Pernod Ricard, a global alcoholic beverage dealer who uses their Simple Booth HALO to grow their email marketing program. One feature that really helped the brand was how easy Simple Booth made it to age-gate their consumer data collection by filtering out any person under the age of 21.<\/p>\n<p>Using the Simple Booth platform, Pernod Ricard saw a BIG jump in their conversion rates. In fact, <strong>it skyrocketed to more than 90% <\/strong>after signing up thousands of new consumers to their email marketing list during their Simple Booth HALO activations.<\/p>\n<div class=\"postBottomCallout\">\n<p>Want to learn more about how Simple Booth can help your business?<\/p>\n<p><a class=\"post-button-link\" href=\"https:\/\/www.simplebooth.com\/solutions\/business#contactForm\" target=\"_self\" rel=\"noopener\">Contact us today<\/a><\/p>\n<\/div>\n\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>If you haven&#8217;t read about the latest round of updates, the Simple Booth platform is becoming more and more robust. We want to make sure our customers are always getting the most out of their Simple Booth software. Collecting customer marketing data is one of many awesome features of the Simple Booth platform. In this post, we\u2019ll walk you through the process of setting up custom forms in the Simple Booth dashboard to collect customer marketing data. This valuable data [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":3232,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"video-template.php","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":5,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"class_list":["post-3187","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Capture Customer Data for Marketing | Simple Booth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplebooth.com\/blog\/how-to-capture-customer-data-for-marketing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Capture Customer Data for Marketing | Simple Booth\" \/>\n<meta property=\"og:description\" content=\"If you haven&#8217;t read about the latest round of updates, the Simple Booth platform is becoming more and more robust. We want to make sure our customers are always getting the most out of their Simple Booth software. Collecting customer marketing data is one of many awesome features of the Simple Booth platform. In this post, we\u2019ll walk you through the process of setting up custom forms in the Simple Booth dashboard to collect customer marketing data. 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