Webform Attribution Integration

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Overview

The Web Form Attribution integration automates the process of pulling web form submissions from your website into the ServiceTitan platform. Add the Dynamic Call Tracking script to the website you want to track and start tracking your leads.


Who uses this feature

  • Marketing managers, business owners, and other marketers on your team

  • Primarily benefits Residential Service and Replacement business types and Commercial Service and Replacement business types

  • Applies to all trades

Feature configuration

  • To get started with Marketing Pro Ads, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.

Things to know

  • We recommend using one of our supported form providers for Web Form Attribution. Otherwise, ServiceTitan may not be able to connect to your web forms. We support the following providers:        

    • Gravity Forms

    • Contact Form 7

    • Wordpress Forms

    • Elementor Forms

    • Formidable

    • Wix

    • Scorpion

    • Duda

    • Wufoo

    • Ninja Forms

  • For forms to be captured reliably, each form input must include one of the following:        

    • A name attribute. For example, name="fullName".

    • A placeholder value.

    • A <label for="..."> that matches the input's id.

  • Make sure to also add type="submit" to the form's submit button.

  • If you don't use one of the supported form providers, we recommend completing the setup and trying it with your chosen webform solution. The feature is designed to work with most standard form providers. If the feature doesn't work with your form provider, you can manually connect your web forms to ServiceTitan through Zapier or our API. For more, see Configure manual form integration.

  • You can configure web form submissions to show up as leads or bookings in ServiceTitan. Leads show in the Leads section of the Follow Up tab in ServiceTitan. For more, see Find and view captured Leads.

  • To ensure webforms successfully send submissions to ServiceTitan, don't add onclick handlers to your webform submission buttons. ServiceTitan relies on the form's default submit event, so make sure the submit action isn't blocked or overridden.

  • Don't embed your form in an iframe. Doing so requires a separate script definition for DNI to recognize the form.

  • Marketing Pro Ads automatically assigns campaigns to web form submissions based on the web session data. For more, see Marketing Pro Ads Smart Attribution.

Configure Webform Attribution integration

You can configure the webform attribution integration in two ways:

Configure ServiceTitan automatic form scraper

To automatically detect and scrape the web forms on your website:

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, go to Integrations > Marketing Integrations.

  3. Next to Webform Attribution, click Configure.

  4. On the pop-up that opens, click ServiceTitan Automatic Form Scraper, then click NextServiceTitan Automatic Form Scraper on the Choose Webform Collection Method screen.

  5. On the Webform Attribution: ServiceTitan Automatic Form Scraper screen that opens, select how you want to import webform submissions. Options include:        

    • Automatically Import Webforms as a Lead: Select this option to import scraped form submissions as Leads to the Follow Up section in ServiceTitan.

    • Automatically Import Webforms as a Booking: Select this option to import scraped form submissions as bookings to the Job Booking section in ServiceTitan.

  6. In the Tracking Snippet Setup Instructions section, click Copy Code.        

    Note: This is the same snippet used for Dynamic Call Tracking (DNI). If you've already set up DNI on the website, you don't need to add this code again. You can skip to step 9.

    Copy Code button.    

  7. Paste the JavaScript snippet you just copied into each page of your website right before the </head> tag.

  8. Publish your code changes.

  9. When finished, click Save.

ServiceTitan can now detect web forms on your website. All submissions from supported web forms on your website will populate in the Leads section of the Follow Up tab or the Job Booking screen, depending on your setup. Marketing Pro Ads automatically assigns campaigns to these submissions based on the web session data.

Configure manual form integration

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, go to Integrations > Marketing Integrations.

  3. Next to Webform Attribution, click Configure.

  4. On the Choose Webform Collection Method pop-up that opens, click Manual Form Integration, then click NextManual Form Integration option on the Choose Webform Collection Method screen.

  5. On the Webform Attribution: Manual Form Integration screen that opens, use these guides to set up the manual webform attribution:        

  6. Confirm whether your web forms are connected to ServiceTitan or acknowledge if your website doesn't use this type of web form. Acknowledgement option on the Webform Attribution: Manual Form Integration screen.

  7. When finished, click Save.

Edit Webform Attribution integration

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, go to Integrations > Marketing Integrations.

  3. Next to Webform Attribution, click Edit.        

    Note: The Webform Attribution card shows your current webform attribution method.

    Edit button for the Webform Attribution integration.    

  4. Update the integration as needed.

  5. When finished, click Save.

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