Tracking Entries

Overview

Tracking helps you identify the leads that came through a campaign. In Zoho Forms, you can track entries that came from a particular source or a Google Ads campaign with the help of UTM and GCLID parameters. You can also track form entries intelligently with the help of auto-tracking. 

Tracking parameters

Tracking parameters are used to pass information about a click through a URL. In Zoho Forms, you can use UTM parameters and custom tracking parameters to track a form submission source.

To define UTM parameters for your campaign,

  1. In your form builder, under Share, click Setup Tracking under Track Entries.
  2. When you enable tracking, the default UTM parameters utm_source, utm_medium, utm_channel, utm_name, and utm_term will be used for tracking. 
  3. You can define custom UTM parameters as well to track your campaigns.
  4. If you are looking to track traffic from Google Ads, add gclid as a custom parameter.
  5. Click Proceed to save your settings.

Tracking leads on different medium

Once you enable tracking, you can choose the tracking method to track your leads depending on how you share your form. There are two options available in Zoho Forms to track your leads:

  1. Website Tracking - To track the information from a form embedded on a website.
  2. URL Tracking - To track the information from a form shared as a link.

Website Tracking

Website tracking helps you identify the source from which your respondents visited your website and submitted an entry through an embedded Zoho Form. After defining the tracking parameters, you must copy the code generated by Zoho Forms containing the tracking parameters defined by you and paste it in your website's footer below the </body> tag.

Zoho Forms provides two options to track website visitors:

Basic Tracking

The basic tracking code contains the default UTM parameters and the custom parameters defined by you. If the webpage's URL does not contain the defined parameters, then the tracking code will return a null value. 

To use the basic tracking code:

  1. After enabling tracking and defining the tracking parameters, click Get Tracking Code
  2. From the popup, copy the code provided under Basic Tracking Code.
  3. Paste the copied code in the web page's footer where your form is embedded, before the </body> tag.
  4. Now, when you share your website's link on various mediums, you can include your tracking parameters in your website's URL to track the source. 

For example: 

Partner site: https://www.zylker.com/?utm_source=ZPartner1&utm_medium=site&utm_campaign=50Sale

Instagram: https://www.zylker.com/?utm_source=instagram&utm_medium=socialmedia&utm_campaign=50Sale

Facebook: https://www.zylker.com/?utm_source=facebook&utm_medium=socialmedia&utm_campaign=50Sale

Once enabled, your forms will start tracking the information available from the webpage's URL and saves it in the browser cookie. The default cookies will be stored as listed below.

Cookie NameCategory
utm_sourceMarketing/Tracking Cookie
utm_mediumMarketing/Tracking Cookie
utm_campaignMarketing/Tracking Cookie
utm_contentMarketing/Tracking Cookie
utm_termMarketing/Tracking Cookie

If you have defined custom parameters, then they will also be stored in the cookies. For example, if you are running a promotion, you can track the offer code used with a UTM parameter utm_offer_id.

Note:

  • By default, the tracking cookies expire in 7 days. The form owner can modify the expiration time for the cookies from 0 days to infinite validity. When the cookie value is set to infinite, the cookies will stay in the respondent's browser unless they manually clear it.
  • According to the ePrivacy Directive, your cookies should not last longer than 12 months. Zoho Forms suggests that you set a cookie expiration value that is less than 12 months.
  1. If the URL does not have UTM parameters, then the UTM fields will be empty in the form report. 

Advanced Tracking

The advanced tracking code will capture the source using the UTM parameters available in the website URL, traffic from Google Ads using the gclid parameter in the URL, and also auto-track traffic from different search engines. 

To use the advanced tracking code:

  1. After enabling tracking and defining the tracking parameters, click Get Tracking Code
  2. From the popup, copy the code provided under Advanced Tracking Code.
  3. Paste the copied code in the web page's footer where your form is embedded, before the </body> tag.
  4. Now, when you share your website's link on various mediums, you can include your tracking parameters in your website's URL to track the source. 

The advanced tracking code tracks:

UTM parameters from the website URL

If your website URL contains UTM parameters and custom parameters(defined by you in Zoho Forms), the tracking script will capture this information and save it as a browser cookie, as shown below. 

Cookie NameCategory
utm_sourceMarketing/Tracking Cookie
utm_mediumMarketing/Tracking Cookie
utm_campaignMarketing/Tracking Cookie
utm_contentMarketing/Tracking Cookie
utm_termMarketing/Tracking Cookie

If you have defined custom parameters, then they will also be stored in the cookies. For example, if you are running a promotion, you can track the offer code used with a UTM parameter utm_offer_id.

Note: By default, the tracking cookies expire in 7 days. The form owner can modify the expiration time for the cookies from 0 days to infinite validity. When the cookie value is set to infinite, the cookies will stay in the respondent's browser unless they manually clear it.

GCLID from the website URL

When there are no UTM parameters available in the website's URL, the tracking script checks for gclid. If a gclid parameter is available in the website's URL, then the source is captured as shown below when the entry is submitted. 

utm_source=Google Ads
utm_medium=cpc
utm_campaign=(not set) 

Auto tracking with document.referrer

When UTM and gclid parameters are not available, the script gets document.referrer. 

  1. After the website loads completely, the tracking script in 'onLoad' looks for the Zoho Form embedded in the website.
  2. When the tracking code finds a Zoho Form, it gets the UTM values form the cookie and appends the UTM parameter and values as key value pairs to the Form's URL.
  3. If the domain is a search engine like Google, Bing, Baidu, Yandex, Yahoo, or Ask, then the UTM parameters will be saved as:

utm_source= <search_engine> 
utm_medium=organic 
utm_term=(if available as a query string)

  1. If the Zoho Forms tracking code cannot read an organic source, gclid, or a tracking parameter, then the UTM parameters will be saved as:

utm_source = <referrer domain> 
utm_medium = referral

  1. To identify the exact URL of the source from where your form respondents were redirected to your form, include referrername as a custom parameter under Tracking Settings

When a respondent submits the form, the UTM parameters will also be stored along with Form Data. It can be viewed under All Entries or Reports. 

Note:

  • Your campaign details will be tracked only if you include the campaign parameters in your website's URL.
  • If you modify your custom campaign parameters, you must generate a new tracking code and use it on your webpages to track your campaign metrics. 

Using tracking codes in WordPress

If you embed your form on a WordPress website and use the Smush plugin to lazy load images and optimize website performance, you must exclude Zoho Forms iframe from Lazyload for the tracking code to work. 

To exclude the iframe from lazy loading, add class="no-lazyload" while embedding the form as an iframe on your WordPress builder. 

Example

<iframe class="no-lazyload" src='https://forms.zohopublic.com/zylker/form/ContentMarketingWorkshop/formperma/V0HqLCXF3AC0zw4BjDaqAgGZMtFQrRWkHU0hTwUJSj0'></iframe>

Campaign URL Tracking

Campaign URL Tracking helps you track form responses when you share your form's permalink with your respondents on different mediums. Using the Campaign URL Builder, you can add tracking parameters to your form's permalink URL before sharing it with your respondents. 

To add UTM parameters to your form's permalink,

  1. Define UTM parameters, as shown above
  2. Click Generate Campaign URL under Campaign URL and enter your campaign details in the URL builder.
  3. Copy the campaign URL and share it with your audience.
  4. To view your campaign details, click All Entries and view under Campaign details. Alternatively, you can create a report and enable the UTM tracking fields under Show/Hide fields. 

Stop Tracking

To stop tracking form entries, you can click Remove Tracking under Track Entries -> Setup Tracking. Once disabled, your form entries will not be tracked despite the tracking code present on your website. 

Compliance and Privacy

Please ensure that you comply with the data privacy laws applicable to you while enabling this tracking by providing privacy notice and obtaining consent from your visitors/users.

The tracked data stored in the Zoho Forms database will not be encrypted. So please refrain from collecting personal information using the tracking parameters. 

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