Formsort

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

Requirements to make Formsort work with GrowSurf:

• Your flow must be embedded on your own webpage with Formsort's embed code (you cannot use the stand-alone https://xxxx.formsort.app webpage).

• Your webpage's domain must be allowed to receive answers from Formsort. In Formsort Studio, open Security, then Embedding domains, and add it there.

Prep Your Flow

If you have an embedded Formsort flow 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 Formsort icon and follow the instructions GrowSurf shows (see image below).

Step 4: Then finish the remaining installation steps.‌

How It Works

A Formsort flow runs in a cross-origin iframe, so its answers never reach your page's HTML. Instead, when a respondent reaches the end of the flow, Formsort sends your page a FlowFinalized event with the collected answers. The GrowSurf code block listens for that event, reads the respondent's email address and name, and adds them to your program as a referred friend.

Formsort only includes the answers when your domain is allowed. In Formsort Studio, open Security, then Embedding domains, and add your website's domain:

The code block works with the embed code Formsort Studio gives you, whether or not Load immediately is checked, and with Formsort's web embed API. The code block only accepts the event from Formsort's own addresses (formsort.app or formsort.com). If you serve your flow from your own domain, change FORMSORT_ORIGIN in the code block to match that domain.

For each field, the handler uses the first matching answer 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

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

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