HYROS Docs Call Tracking Integrations Jotform

Jotform

This guide covers both application forms to track lead information and also tracking purchases through Jotform’s purchase order forms.

To track the email inputted inside jotform, just follow these steps:

Classic Form

  1. Log in to Jotform and find the form you want to track.
  2. Go to Settings.
  3. Select “Thank You Page” in the navigation bar.
  4. Click “Redirect to external link“.
  5. Input your thank you page URL where you want to send the user after they complete the form.
  6. Click the settings Icon at the top right corner of the screen and select the “fields” section. Find the dynamic email parameter for your email field on the form, which should be between the “{}”. This parameter can vary depending on your form so make sure to check this.

    Note: The email parameter might not always be {email}. It could be {email8}, {emailX}, or any other variation. You need to select the specific email field you are using in the form. You can confirm this if, after submitting the form, you will have the email added as a value in the URL link.

  7. Copy that email parameter and paste it after “?email=” at the end of the URL.

NOTE: If you have more than one parameter, ONLY the first parameter should begin with a “?”, the rest should begin with “&”. For example, “www.thankyoupage.com?utm_source=example&email={email}”.

8. Finally, make sure your thank you page is tracked by adding the UNIVERSAL tracking script in the header code:

That should conclude the set up, to confirm tracking please complete the form and you should see your email clearly in the thank you page URL, which should also be tracked inside hyros. The URL should look something like this:

www.thankyoupage.com?email=example@user.com

If you do not see this, or the email is not present inside hyros. Please contact the support team.

Card Form (1 Question per Page)

Just like the setup for the classic form, here we will also need to pass on the email to the thank you page. Note that at the moment Jotform does not allow you to find the parameter for each field on their platform, so this does require looking into the source code for these source types.

To do this, you need to do the following:

  1. Preview your form and go to the email field.
  2. Click on your browser settings and find your developer tools.
  3. Go to elements and click on the inspect element Icon. Select the email field.
  4. You should see an <input> tag and inside we should see a field “name=”. You need to copy whatever is after the “_” character as shown below:

The above can be very complicated for those that don’t have a grasp of HTML. Do not worry, if you feel confused or would just like us to double-check on our end, please reach out to our team and send us a link to your form. We will be able to tell you what this field should be.

Once you have copied that field name, go to your builder and scroll to the bottom. Click “Edit thank you page”:

Then, select “redirect an external link after submission”. Enter your Thank you page URL and at the end ad a “?email=” and then add the field name in between the {} brackets as shown below:

Once you have finished adding the above parameter, go to Settings (step 1), click on Form Settings (step 2) and change “Send publication data” (step 3) from “Yes” to “No”.

That should conclude the setup, to confirm tracking please complete the form and you should see your email clearly in the thank you page URL, which should also be tracked inside hyros. The URL should look something like this:

www.thankyoupage.com?email=example@user.com

Important! If, after the setup has been confirmed correctly, we still don’t see the email address on the thank you page, we most likely have conditions in the survey setup and need to go to Settings -> Conditions. Confirm the redirect links again and add the same parameter to the redirect links conditions. Please follow the guidelines below:

Go to Settings (step 1), select Conditions (step 2) and go and edit each Condition (step 3).

Once in the Condition, scroll to the bottom where we have the URL link and add the parameter to the link suffix.

If you do not see the email present in Hyros after following the above guidelines or if you find it too difficult to set up, please contact in-app support or your analyst.


Tracking Sales with Jotform

Step 1- Create the integration inside Hyros

Go to the Jotform integration settings inside your hyros account. Create the integration by following the prompts on the page.

Step 2 – Setting up the Form

There are 2 elements that are needed in the form, and one optional element:

Payment – This is mandatory, we need a payment to send into hyros. Either via Paypal or Stripe.

Email – Also mandatory, without an email there is nothing to attach the purchase to inside Hyros.

Full Name – optional.

IMPORTANT: Please make sure that the elements have the following “unique name” inside the form:

Email = “email”

Full name = “fullName”

Also, no elements on the form can have the unique name of “products”.

If you are unsure how to configure this please refer to the video guide above.

Step 3 – Placing the Webhook inside Jotform

Inside “settings”, go to “integrations” and then find “webhook”

Paste the webhook from step 1 and save the integration.

Step 4 – Run a Test

We suggest running a test payment by simply loading the form and purchasing something. You should see the sale, email and name (if you have added the name) inside Hyros.