External Tracking

External Tracking is a simple integration tool that records user activity—such as page views and form submissions—from websites hosted externally. After placing a small tracking script on your site, data is automatically collected and matched to contact records. This ensures every lead submission is properly attributed and available for automation or follow-up actions. This guide provides step-by-step instructions for setting up External Tracking, verifying that it’s working correctly, and troubleshooting any installation or data capture issues.

• Use Existing Forms: Capture leads directly from your current third-party forms without needing to rebuild them.

• Seamless Contact Sync: Each submission automatically creates or updates a contact record for immediate follow-up.

• Attribution Insights: UTM parameters and traffic source data are captured for easy campaign tracking.

Your external form must meet the following requirements:

• Uses a <form> tag
• Includes an email input field
• Includes a submit button
• Is not embedded within an <iframe>
• Does not block submission with custom JavaScript

Example Minimal Form:

<form action="#" method="post">
<input type="email" name="email" placeholder="[email protected]" required />
<button type="submit">Submit</button>
</form>

Go to the Settings > External Tracking section. Under the Installation tab, click Copy Script.

The script will resemble the following example:

<script
src="https://link.example.com/js/external-tracking.js"

data-tracking-id="tk_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx">

</script>

For example,

...

<!-- Paste tracking script here -->

<script

src="https://link.example.com/js/external-tracking.js"

data-tracking-id="tk_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx">

</script>

</body>

</html>

Go to Appearance > Theme Settings > Footer or use a plugin such as Insert Headers and Footers and paste it into the Footer Scripts box.

Navigate to Site Settings > Custom Code > Footer Code Injection and paste the script.

After installation, go to the Forms > Submissions section.

Review and export submissions as needed.

Each captured submission includes detailed event and attribution data:

• Timeline Events: Page visits and form submissions appear as timestamped events.
• Activity Details: Access field data, page titles, URLs, and medium/source information within the contact record.
• Tagging: Contacts can be automatically tagged with the external form name for easier segmentation.

If form submissions or tracking data are not appearing, follow these steps:

<script
src="https://link.example.com/js/external-tracking.js"
data-tracking-id="tk_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"
data-debug="true">
</script>

• Tracker initialized successfully
• Event sent successfully: external_script_page_view

If no logs appear:

• Confirm the script is on the page
• Verify your data-tracking-id
• Check for ad blockers or Content Security Policy (CSP) restrictions

Open the Network tab in your browser developer tools and confirm:

• Page view requests return a 2xx success status
• No CORS errors appear
• Responses show successful acknowledgements

The script uses a session cookie to track users. Check under Application > Storage > Cookies to confirm it exists. If missing, review browser privacy settings or iframe policies.

<form name="abc">
<label for="first_name">First Name</label>
<input type="text" name="first_name" id="first_name" />

<label for="last_name">Last Name</label>
<input type="text" name="last_name" id="last_name" />

<label for="email">Email</label>
<input type="email" name="email" id="email" />

<label for="phone">Phone</label>
<input type="tel" name="phone" id="phone" />

<label for="company_name">Company Name</label>
<input type="text" name="company_name" id="company_name" />

<input type="submit" value="Submit" />
</form>

External Tracking provides a simple yet powerful way to unify your lead capture process across multiple websites. By connecting form submissions and page views from external domains, you gain deeper visibility into visitor behavior and campaign performance—all without disrupting your existing site setup.

Implement the steps above to begin collecting and analyzing your external traffic data today.

• No. External Tracking works with compatible forms already on your website.

• Use the “Form Submitted” workflow trigger to send notifications, apply tags, or start campaigns.

• Attribution depends on cookies and URL parameters. Strict browser settings or missing UTMs may limit visibility.

• External Tracking works with standard HTML forms and Formspree.