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Form Settings: Collecting the Right Data

Balancing Friction vs. Information

The Custom Form Builder inside the plugin allows you to choose exactly what information you require from a user before they can spin the wheel. This is a delicate balance.

  • Low Friction: Asking for just an Email Address yields the highest number of spins (Quantity).
  • High Friction: Asking for Name + Phone + Email yields fewer spins, but creates a richer lead profile (Quality).

This guide helps you configure your Email Opt-in Fields to match your business goals while maintaining GDPR Compliant Form standards.

1. Field Configuration

A. The Email Field (Mandatory)

The email field is the core of the system.

  • Validation: The plugin automatically checks for valid email syntax (e.g., must have an @ and a .).
  • Duplicate Check: You can enable a setting to “Prevent duplicate emails.” If [email protected] has already spun today, the form will reject his second attempt.

B. The Name Field

  • Personalization: Collecting the First Name is highly recommended. It allows you to send emails starting with “Hi John” instead of “Hi there.”
  • Requirement: You can set this to “Required,” “Optional,” or “Disabled.” “Optional” is often a good middle ground.

C. The Phone Number Field

SMS marketing is booming, with open rates often exceeding 90%.

  • Format: The phone field accepts international formats.
  • Strategy: Only ask for this if you actually have an SMS marketing strategy in place. Asking for a phone number without a reason is a major conversion killer.

2. GDPR & Privacy Compliance

In today’s regulatory environment (GDPR in Europe, CCPA in California), Permission-Based Marketing is the law.

The Concent Checkbox

  • Feature: The GDPR Compliant Form setting adds a checkbox above the “Spin” button.
  • Label: You can customize the text: “I agree to the Terms & Conditions and Privacy Policy.”
  • Linking: You can easily link the words “Privacy Policy” to your actual policy page.
  • Logic: The “Spin” button remains disabled until the user manually checks this box. This provides legal proof of consent.

First Party Data Collection

  • Storage: All data collected is “First Party Data.” You own it. It is stored on your server. We do not sell or access your user data.
  • Erasure: If a user requests to be forgotten (Right to Erasure), you can easily delete their record from the Leads dashboard.

3. Custom Field Validation

To ensure Lead Quality Control, the form includes real-time validation.

  • Instant Feedback: If a user types an invalid phone number or forgets the “@” in their email, the field turns red and displays a helpful error message immediately—before they click spin.
  • UX Best Practice: This prevents the frustrating page reload cycle and ensures smooth Privacy Compliant Lead Gen.

4. Anti-Spam (Honeypot)

Invisible protection.

  • The Honeypot: The form includes a hidden field that is invisible to humans but visible to bots. If a bot fills out this hidden field, the submission is silently rejected.
  • Benefit: This blocks 90% of basic spam bots without forcing real users to solve annoying CAPTCHAs (like clicking on traffic lights).

5. Frequently Asked Questions (FAQ)

Q: Can I integrate with Gravity Forms or Contact Form 7? 
A: Directly No, the Spin Wheel uses its own high-performance, lightweight form builder to ensure the animations and behaviors sync perfectly. We do not support embedding third-party shortcodes inside the wheel content area, as this often breaks the “Spin” logic.
But you can implement by hooks as well.

Q: Where is this data stored? A: All form entries are stored in your WordPress database in a custom table. You can view them in Spin Wheel > Leads or export them to CSV.

Q: Does the phone field validate the country code? A: Yes, it uses a basic length and format check. However, for strict SMS validation, we recommend using an OTP (One Time Password) solution which is a customized development add-on.

Conclusion

Your form is the gateway. Keep it simple. Ask only for what you need. And always obtain consent. By respecting your user’s data privacy, you build the trust necessary for a long-term customer relationship.

How can we help?