The following guide is valid only if you use Go High Level forms on other sites (Wordpress, Webflow, etc) via iframe.
If this is not your case go to the other guide -> GHL Forms <-
NOTE: Even if you have connected the one click integration, performing the following steps will let you increase your data accuracy
In this guide we will cover how to attach the Funnelytics ID to a GHL contact using:
GHL Custom Fields
Google Tag Manager
Create a Custom Field in GHL for the Funnelytics ID
Let’s follow these simple steps to have a custom Field in GHL that will contain our Funnelytics ID, set it as hidden on a form, so that once it is submitted that info will be attached to the contact.
Add a New Form
To add a new field we can access any of the forms - or create a new one if we do not have any. Let's see how to create a form.
Click on "Sites" in the left sidebar
Select "Forms" from the top menu
Choose the form you want to edit (e.g. "Form 0") or click “+ Add Form“
Add a new custom field
Once in the form":
Click the "+" button in the top left corner of the form editor
Select the "Custom Fields" tab
Click the "+ Add" button
Configure the new custom field to be filled using GTM
Follow these steps to be sure the field will be filled using GTM and that the info will be attached to the contact.
In the "New Custom Field" popup, select "Single Line" as the field type
Click “Next“
Set the field name to "_fs"
Set the "Group" to "Contact"
Click "Save"
Add the field in the form and set it as hidden
Grab the field and insert in the form
In the field properties panel on the right Check the "Hidden" checkbox
Click the "Save" button in the top right corner of the form editor
This will create a hidden custom field named "_fs" in your form. The field will not be visible to users filling out the form, but its data can be collected and used for internal purposes.
Please proceed in repeating these last 3 steps for every form you have.
Set your Google Tag Manager container to fill in the hidden field
In order to fill the Funnelytics ID in the field we just created, you will have to import the container linked below in your GTM container.
Download the GTM Funnelytics-GHL Container HERE
Once you have downloaded the container all you need to do is to follow the instructions IN THIS ARTICLE to import it safely.
Once Imported lets check the domains.
The container out of the box supports just the default form domain https://api.leadconnectorhq.com, if you are using any custom domain those need to be listed.
Let's see how to do that.
Update your Google Tag Manager container to support GHL custom domains
If you updated your Go High Level domains with any custom domain following this guide GHL Domains, those domains will need to be added to your GTM container.
In GTM (after importing successfully the container):
Click Variables
Click LUT - GHL Domains
Click in the Middle
Click Add to add a new domain row
The domain must be formatted as follows:
It must have https:// at the beginning
It should include just the domain, no paths, no slashes
Once done Click Save and then Publish the changes.
Install GTM on the form
This is the last step.
We were able of passing the data we wanted to the iframe but now we need some code on the iframe to actually use the data we passed.
How do we do it? With the Custom HTML block.
Return to Go High Level
Open the form
Drag the Custom HTML block on the form (better at the bottom)
Click Edit HTML and paste the GTM head code
Save the Form
Click Proceed
Now your Funnelytics id will be attached to your contacts and you will be able to pass it in your Workflow automation as well
If you need any help or clarification please feel free to reach out to us either via the support chat in the right corner or our support email!