Form Tracker

Form Tracker gathers data submitted via forms on your page and sends it to the Audience Manager user profile as attributes.

Note

Creates or updates user custom attributes for each tracker field in the form. The attribute name is generated from input tag (HTML tag’s name attribute or description from its label). Inputs without a name are ignored.

Supported browsers

All modern browsers: Chrome, Firefox, Safari, Edge. Internet Explorer from version 8 and above.

Privacy by design

PPMS follows “Privacy by design” approach to system engineering.

Warning

Form tracker is trying to send its requests using secure HTTPS protocol, but legacy IE browsers (version 8 and 9) don’t have capability to send CORS requests using different protocol then the one used by origin page. That means that forms tracked on those browsers will use less secure HTTP protocol on pages served via HTTP protocol.

Private information

Form Tracker is trying to automatically detect fields containing user’s private information and ignores them regardless of the configuration. The following data is never sent to the Audience Manager:

  • Value from input with password or hidden type.
  • Credit card number (heuristic detection).
  • Credit card validation code (heuristic detection).

Note

Heuristic detection makes best effort to automatically detect and ignore the aforementioned fields, but it does not guarantee success. Additionally, payment forms usually contain more fields with private information (e.g. address) so it is recommended to configure such forms using fields filter.

Configuration

Changed in version 6.3: Tracked forms are configured using whitelist approach. All forms that should be tracked have to be added to the list, any unrecognized form will be ignored by the tracker. This approach changed from previous blacklist approach where forms had to be included on the list before tracker started ignoring them.

Installation

This section describes how to install the Form Tracker client code on your page.

Using Tag Manager

The Form Tracker tag template is the recommended way to install Form Tracker using PPMS stack.

Manual installation

Add the following snippet on your page to start using Form Tracker.

This code should be added near the top of the <head> tag and before any other script or CSS tags. Additionally the snippet has to be configured this way:

  • String XXX-XXX-XXX-XXX-XXX should be replaced with app ID (e.g. efcd98a5-335b-48b0-ab17-bf43f1c542be).
  • String ppms.example.com should be replaced with your PPMS domain name (please note that it’s used in 3 places in the snippet).

Changed in version 6.3.

<script>
    (function(a,d,g,h,b,c,e){a[b]=a[b]||{};a[b][c]=a[b][c]||{};a[b][c][e]=a[b][c][e]||function(){(a[b][c][e].q=a[b][c][e].q||[]).push(arguments)};var f=d.createElement(g);d=d.getElementsByTagName(g)[0];f.async=1;f.src=h;d.parentNode.insertBefore(f,d)})
    (window,document,"script","https://ppms.example.com/audiences/static/widget/audience-manager.form.min.js","ppms","am","form");
    ppms.am.form("create", "XXX-XXX-XXX-XXX-XXX", "ppms.example.com", forms_config, options);
</script>

New in version 6.3.

forms_config

Required Object<string,(boolean|{type: string, fields: Array<string>})> Configuration of tracked forms. Default configuration requires that all tracked forms are specified in this object as keys. Each key is another form ID.

Value of each key can be specified in 2 ways:

  • true - All fields in form using this ID will be tracked (this behavior can be changed using trackingType option).

  • Object - Specifies which fields will be included or excluded from the form.

    type

    Required "whitelist"|"blacklist" Defines type of form fields filter.

    fields

    Required Array<string> Lists field names used by the filter. Default configuration identifies fields by input name attribute, but useLabels option can change this behavior.

Example:

{
    "tracked_form": true,
    "form_with_whitelisted_fields": {
        type: "whitelist",
        fields: ["included_field_1", "included_field_2"],
    },
    "form_with_blacklisted_fields": {
        type: "blacklist",
        fields: ["excluded_field_1", "excluded_field_2"],
    },
}

New in version 6.3.

options

Optional object Options that change behavior of the tracker.

useLabels

Optional boolean Defines how tracker identifies form fields. When enabled tracker tries to find label of form field and use its text as identifier. If input doesn’t have a label, tracker falls back to default identifier (HTML name attribute of the field). Default value: false.

Example:

false

Deprecated since version 6.3.

trackingType

Optional "whitelist"|"blacklist" Defines what is default strategy of form configuration. Default value: "whitelist".

  • "whitelist" - All form IDs that are not set in forms_config are ignored by the tracker.
  • "blacklist" - All form IDs that are set in forms_config and use true value are ignored by the tracker. Forms defining filtered fields are tracked according to specified fields filter. All other forms are tracked as a whole.

Note

This option is intended for backward compatibility and is planned to be removed in the future.

Example:

{
    useLabels: true,
}

This code initializes the Form Tracker interface in the following ways:

  1. Creates a <script> tag that asynchronously loads Audience Manager Form Tracker library.
  2. Initializes global ppms.am.form command queue that schedules commands to be run when Form Tracker library is loaded.
  3. Schedules creation of Form Tracker instance (using ppms.am.form function).