Configure Sending Approval for Pixel-collected Email

As your prospects and customers submit email addresses on your website, you can collect these addresses with the NextRoll Pixel installed on your website.

If you expect to use Pixel-collected addresses for email sending, this article sets out how to configure the appropriate approval levels. This article is not relevant for addresses collected with non-Pixel methods, such as syncing from another CRM, or from AdRoll's standalone Email Capture forms.

Choose the approval level of email collection and sending to support your marketing goals and privacy requirements:

  1. Approve Hashed Email Address CollectionDefault behavior following the Pixel setup and acceptance of NextRoll Terms of Service, in which emails are collected “hashed” for security and  privacy purposes. A “hash” is a method of encrypting text into an unrecognizable mix of numbers and letters, for security and  privacy purposes.

  2. Approve Plaintext Email Address Collection Option for collected emails to be stored in their original, plain format as submitted by visitors. “Plaintext” is text in its original, readable format.

  3. Approve Forms for Email Sending Option to designate that email addresses collected from specific forms on your website are approved for sending email from AdRoll.

Overview of Approval Levels for Sending Email to Pixel-Collected Addresses

emailappro.png

Approve Hashed Email Address Collection

After installing the Pixel, you can approve AdRoll to collect emails — only in hashed form — by accepting the NextRoll Terms of Service. This is what you review and accept the first time you login to AdRoll.

Approve Plaintext Email Collection

You can approve AdRoll to collect both hashed and plaintext email by accepting the AdRoll Email Service Addendum. You won’t see this during the initial onboarding steps, but you can bring up a  prompt to review and accept the Email Service Addendum by navigating to any email feature. If you expect to collect email addresses with the Pixel for the purpose of sending email, you’ll want to review and accept this as soon as possible, hashed emails that you may collect up until this point cannot be “converted” back to plaintext email addresses for sending email.

Approve Forms for Email Sending

While the Pixel collects email addresses submitted on your website, in either hashed or plaintext as configured by you, AdRoll doesn’t by default flag those addresses as available to be sent email. This is to allow you to choose which subscription forms are intended for AdRoll email, versus other intended purposes. For instance, it’s common to see a “Contact Sales” form on sites that a sales team wants to handle, so a form on a page like this can be set to “Ignored”. By default all forms are set to “Ignored”, until you approve “Allow”.

Granularly configure sending approval for addresses collected from each form by navigating to email settings, “Email Collection Form Approval”: 

  1. Navigate to Automated Emails and click Email Campaign Settings.

    emailcampset.png
  2. Click on Email Collection Form Approval.

    emailapprove.png
  3. Toggle which forms you want to "Allow" as a collection source for email sending within AdRoll, then then click Approve Forms to save.

    collectappr.jpg

What About “iframe” Email Collection

If email collection via Pixel is not working as expected, check whether email submissions are happening via an “iframe”. An iframe is a standard 3rd party email collection mechanism, which works by loading HTML content from a different domain. The email collection in this issue is that the Pixel can't detect submissions by default, but with a simple workaround, you can enable email collection by adding the Pixel directly within the iframe as well.

How to know if your site uses an iframe

In general, if you use any external tools to serve an element of your page there's a chance it's serving through an iframe. How to check:

  1. Inspect element. Look into the code.
  2. If the parent element contains this HTML, it's an iframe: <iframe src=...>...</iframe>

If it's an iframe

In order to read and collect visitor emails, your AdRoll Pixel needs to be firing on the page where the email is being submitted. Whether you have direct access to the contents or you use an external tool, you will want to add your AdRoll Pixel so it fires within the iframe.

Was this article helpful?