Embedded Form Tracking

Embedded Form Tracking

Overview

Embedded Form tracking allows you to track the actions happening within your form and share them with the website via a post message. This enables any web analytics service configured on your website to receive these events and build conversions, creating a unified tracking approach for both your form and website, even when hosted on a different domain. 

Pre-requisites

  1. Google Tag Manager (GTM) or any web analytics service must be properly configured on the website to ensure that the events are successfully captured.
Info
Google Tag Manager (GTM) and Embedded Form Tracking operate independently. Therefore, configuring both simultaneously for the same form might result in duplicate event captures.

Configuring Embedded Form Tracking

  1. In your form builder, navigate to the Share tab > Track Entries.
  2. Click Embedded Form Tracking and click Configure.
    Configure Embedded Form Tracking

  3. Enter an alternate name for your form in Form Alias to identify it on your website.
  4. Under Configure Events, select the form events for which you want to push the event details to the website where your form is embedded.
    1. Form View: Pushes an event when a respondent views your form.
    2. Page View: For multiple-page forms, you can push an event when a respondent visits the selected pages. Enter an alias name for the selected pages to identify them in the website.
    3. Onclick Fields: Pushes an event when a respondent clicks the selected fields in the form. Enter an alias name for the selected fields to identify them in the website.
    4. Review Form: Pushes an event when a respondent reviews the form.
    5. Save Form: Pushes an event when a respondent saves your form.
    6. Submit Form: Pushes an event when a respondent submits your form.
      Configure Events

  5. View the list of variables that will be pushed with each event by hovering over the event and clicking Variables.
  6. Click Save. 
  7. After saving, a popup with the Embedded Form Tracking Code will be displayed. Copy this code, embed it in your website's header, and publish your website.
Info
Within the code, any additional functionality should be implemented by invoking a dedicated function within the appropriate event listener. Avoid placing the entire custom logic directly inside the event listener. This approach ensures that any errors in your custom code will not interfere with the stable operation of the existing implementation.

Embedded Form Tracking with Google Tag Manager (GTM)

If your form is configured with Embedded Form Tracking and your website uses GTM, follow these steps 
  1. Embed Tracking Code
    Place the Embedded Form Tracking Code in your website's header section. This will capture the form events on your website. 
  2. GTM Configuration
    In your Google Tag Manager, ensure you have set up the following to push the captured events to Google Analytics.

Embedded Form Tracking with Other Web Analytics Services

If your form is configured with Embedded Form Tracking and your website uses web analytics services other than GTM then
  1. Embed Tracking Code
    Place the Embedded Form Tracking Code in your website's header section. This will capture the form events on your website. 
  2. Customize Embed Tracking Code
    To push the captured events to your specific web analytics service, customize the Embedded Form Tracking Code as required.
    Embedded Form Tracking Code
    Info
    Within the code, any additional functionality should be implemented by invoking a dedicated function within the appropriate event listener. Avoid placing the entire custom logic directly inside the event listener. This approach ensures that any errors in your custom code will not interfere with the stable operation of the existing implementation.
  3. Configure Analytics Service
    Properly configure your specific web analytics service to receive the events.

Benefits of Using Embedded Form Tracking

  1. Unified Analytics: Consolidates data from your form and your website into a single analytics platform.
  2. Cross-Domain Tracking: Track user behaviour even when your form is hosted on a different domain than your website.
  3. Consent-Driven Tracking: Event data is only triggered to web analytics services upon user acceptance of consent. With Embedded Form Tracking, once consent is given on the website, event data is immediately triggered for conversions, contrasting with Zoho Forms GTM configuration.
  4. Payment Forms: Embedded Form Tracking can be configured for payment forms.
  5. Non-Google Tags Support: Trigger events for non-google tags like TikTok, Meta Pixel, and Pinterest are supported as we are sharing the events with your website. 
Notes
Note:
  1. If you configure a custom domain after setting up Embedded Form Tracking, you must retrieve and re-embed the code in your website's header.
  2. Event capture occurs only when the form is accessed while embedded in a website, not when accessed directly via its URL.
  3. Your website is responsible for obtaining user consent for data transfer to analytics, as forms transmit data only to your website, it is then forwards it to analytics services via your website.
  4. Embedded Form Tracking only shares event data with your website, form data is not shared.

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