Webhooks in Sign-up Forms

Modified on Sat, 24 Jun 2023 at 02:33 PM

In the dynamic world of web applications, real-time communication between different services is crucial for seamless user experiences. Webhooks offer a powerful solution for achieving this by allowing applications to exchange information instantly through HTTP requests triggered by specific events. When it comes to signup forms, webhooks enable businesses to receive timely notifications and valuable data about new signups. With this information at hand, they can take immediate actions and provide personalized experiences, ultimately enhancing customer satisfaction and engagement. In this article, we will explore the potential of webhooks on signup forms and how we can integrate the same in NotifyVisitors Panel.

Understanding Webhooks

A. What are Webhooks

Webhooks are a way for applications to send real-time data to other systems or applications. Instead of relying on periodic data polling, Webhooks enable immediate notifications and actions based on specific events. This real-time communication mechanism ensures seamless data transfer and faster response times.

B. How do Webhooks work

When an event occurs, such as a user submitting a signup form, the web application sends an HTTP POST request to a designated URL known as the Webhook endpoint. The receiving application then processes the data and triggers actions accordingly, enabling immediate response or further processing.

Advantages of Webhooks in Sign-up Forms 

Real-time Data Transfer: Webhooks enable instant data transmission from signup forms to other systems or applications, eliminating delays and enabling immediate actions based on user submissions.

Seamless Integration: Webhooks facilitate smooth integration between signup forms and external systems or applications, ensuring a cohesive flow of data without the need for manual intervention or data polling.

Automation and Personalization: By leveraging Webhooks, businesses can automate follow-up actions such as sending personalized emails, assigning user tags, or triggering targeted campaigns based on signup form submissions, enhancing the overall user experience and increasing efficiency.

Integrating Webhooks in Sign-up Forms: step-by-step guide

Webhooks play a crucial role in seamlessly integrating signup forms with other systems or applications. By following the steps outlined below, businesses can successfully integrate Webhooks into their signup forms, streamlining data capture and enabling real-time actions based on user submissions.

Step 1: Set up a Webhook endpoint

Create a Webhook endpoint by defining the URL where the signup form data will be sent. This endpoint acts as the receiver for the Webhook payloads. Ensure the endpoint is secure and capable of handling incoming HTTP requests. Just follow the steps laid down below to create a Webhook endpoints:

  1. Go to setting and click on Webhooks under the channels head.

  1. Click on create Webhook and a new screen shall follow

  1. Now, enter Webhook setting- status, name, url, request type, basic authentication, and headers
  2. Click on submit to complete the process of creating a Webhook endpoint.

Step 2: Integration of Webhook in Sign-Up Form

Webhooks can be integrated to both pre-existing signup form and while creating a new signup form.

  • Steps to Integrate Webhooks into pre-existing Signup Form
  1. First, identify the pre-existing signup form you want to integrate with Webhooks
  2. Click on the edit option available on the chosen signup form and select integration option

  1. Once you click on integration, a new screen shall follow where you need to click on “create Webhook” option

  1. A new screen shall follow where you are required to configure Webhook

  1. Now, fill in the necessary details for the Webhook configuration.  
  • Enter the Webhook name
  • Select the Webhook URL Which was already added at the first step

  • Enter the URL key value pairs
  • Select Webhook content format

   

  • Choose one option- default body or custom body. When you select custom body option you will have to provide custom payload for the Webhook

  • Further you can include the user system attributes as well
  • Enter custom key value pairs
  • Now click on submit button
  1. Once you configure a Webhook you will be redirected to the following screen  where you will find your Webhook
  2. Also, you can create and integrate multiple Webhooks for a specific signup form

  1. Now, at the top right corner of the above screen locate “Do not store data in NotifyVisitors”. You can choose to enable or disable the option as per your requirement. Enabling the "Do Not Store Data in NotifyVisitors" option ensures direct transmission of form submission data to the Webhook endpoint, enhancing data privacy and regulatory compliance. Disabling the option allows NotifyVisitors to retain and manage the data, offering features like analytics and reporting.
  2. Now click on the finish option to save the Webhook integration process.
  1. Steps to integrate Webhooks while creating a new signup form
  2. Go to onsite >signup form and Create a new Signup form. To know more refer to the article “A complete guide to create an onsite signup form campaign.”
  3. While creating a signup form go to the integration tab and click on create a Webhook option and proceed with configuring the Webhook using the steps described above.

Wrap up

Webhooks integration in NotifyVisitors' signup forms enables seamless data integration, process automation, and enhanced user engagement. With an intuitive interface and strong security measures, businesses can streamline workflows and deliver personalized experiences efficiently. Harnessing Webhooks empowers businesses to optimize their signup forms and drive growth.

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