Embeddables

Add referral tracking to your Embeddables flow to automatically recognize new leads that come through referrals.

Requirement to make Embeddables work with GrowSurf:

• The GrowSurf Universal Code must be installed on the webpage where your Embeddable is published.

Prep Your Flow

If you have an Embeddables flow published on your website that you want to add referral tracking to, follow these instructions:‌

Step 1: Open the GrowSurf Program Editor and navigate to the Installation tab.‌

Step 2: Continue through the installation steps until you reach the step that asks how GrowSurf will know a referred friend signed up.​‌

Step 3: Click the Embeddables icon and follow the instructions GrowSurf shows. You will copy a block of JavaScript and paste it into an Embeddables Action.‌

Step 4: Then finish the remaining installation steps.‌

How It Works

An Embeddable renders inline on your own page rather than in an iframe, and an Embeddables Action runs in that same page. So the Action can read the respondent's User Data and call GrowSurf directly.

In Embeddables, open the Logic card, go to Triggers, and add a trigger for the moment you have the respondent's email address, typically a click on the button that submits it. Create an Action on that trigger and paste in the code from the GrowSurf Program Editor. Then click Save, open the Version Control card, select that version, and click Production.

For each field, the Action uses the first matching User Data key in this order:

• Email address: email, email_address, or emailAddress, otherwise the one answer that is itself an email address (if several answers are, nothing is sent)

• First name: first_name, firstName, or the first word of full_name / fullName / name

• Last name: last_name, lastName, or the second word of full_name / fullName / name

An answer that is not text (a multi-select, a file) is skipped rather than stored as someone's name. If no email address is found, nothing is sent and no participant is added.

Additional Tips

• Pick a trigger that fires once the email address has actually been entered. A trigger on flow load runs before the respondent has typed anything, so nothing is sent to GrowSurf.

• While following the instructions GrowSurf shows, you may skip any steps that you have already completed from previous setup in Embeddables.

• If you run into issues or have any questions, please reach out to GrowSurf support for assistance.