Tracking Properties

What Are Tracking Properties?

Tracking properties are pieces of information collected about a user's visit and interactions on a website. They provide insights into how users arrive at your site, what devices they use, and how they engage with your content.

Tracking properties help businesses:

Understand user behavior and traffic sources.
Optimize marketing campaigns by analyzing UTM parameters.
Personalize user experiences based on device, location, and session data.
Improve conversion tracking by analyzing engagement patterns.

Tracking properties are typically measured at the start of a session, capturing essential metadata that helps businesses make data-driven decisions. These properties can be associated with an individual session or tracked across multiple sessions when identifying customers.

How Tracking Properties Work

Tracking properties are measured per session, meaning they are captured when a session starts. This session does not necessarily have to begin on the page where the calculator is embedded. However, for tracking to function properly:

The session must be on the same domain as the calculator.
The embed.js code should be present in the <head> section of the website.

Tracking properties are saved per session, but there is also a way to save properties per customer, which allows for tracking properties across multiple sessions. More on this in a later section.

Enabling Tracking Properties

To capture tracking properties in your submissions and visits, you need to enable the correct settings in the builder.

Navigate to Settings → Tracking in the builder.
Enable Capture form data and tracking props in submissions to store tracking properties when a user submits a form.
Enable Capture form data and tracking props in visits to store tracking properties for every visit.

List of Tracked Properties

The following tracking properties are collected per session when the session starts:

UTM Parameters
- utmSource
- utmMedium
- utmCampaign
- utmContent
- utmTerm
Ad Tracking IDs
- gclid (Google Click ID)
- fbclid (Facebook Click ID)
- msclkid (Microsoft Click ID)
Referral Data
- referringDomain
- referrer
User Device & Browser Data
- browser
- browserVersion
- OS
- device
Session Information
- entryUrl (the first page visited)
- channel (organic, direct, referral, etc.)
- timezone
- gaClientId
- gaMeasurementId
- gaSessionId

IP Tracking (Optional)

If you enable Track IP Address (found in Settings → Tracking), the following property is also collected:

ipAddress

Geolocation Tracking (Optional)

If you enable both Track IP Address and Geolocate IP Address (found in Settings → Tracking), the following additional properties are collected:

city
country
region
latitude
longitude

Tracking Customers

You can also track customers to gain deeper insights into user activity.

Benefits of Tracking Customers

Identify customers and save details such as:
- Name
- Email
- Business Name
- Phone Number
Track properties across sessions, allowing you to analyze:
- "First Touch" (initial visit data)
- "Last Touch" (most recent visit data)

Customer Center

We recommend enabling customer tracking because it provides access to the Customer Center, where you can view a holistic overview of all activity in your calculators. This includes:

Visits
Interactions
Submissions

Tracking properties help you better understand user behavior and optimize your marketing and conversion strategies.

Where Tracking Properties Can Be Used

Tracking properties can be accessed and utilized in the following areas:

Submissions (coming soon)
Visits (coming soon)
Customer Center (coming soon)
Webhooks

Webhooks & Customer Object

If Identify Customer is enabled, the customer object will also be exposed to webhooks, providing detailed customer insights along with tracking properties.