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How to troubleshoot third-party lead capture forms?
How to troubleshoot third-party lead capture forms?

This article explores common issues you may encounter when embedding forms into your Turtl Docs, along with their causes and solutions.

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Written by Gorazd Krumpak
Updated over 3 months ago

The form does not load

Examples include:

  • There is a spinning wheel where the form should be.

  • There is a blank space where a form should be.

An example of a third-party form not loading in a Turtl Doc

Cause

Solution

There is a typo in the URL.

To test if the URL loads, open the form URL in the browser. If it does not load, check for any typos in the URL

The form is hosted on HTTP protocol (the form URL starts with http://).

Make sure the form is hosted on a secured protocol (HTTPS)

Your server settings do not allow embedding content from a third-party domain, e.g. domain of your Turtl Docs (turtl.co or your CNAME).

The error in the console is:

Refused to display [insert you company domain here] in a frame because it set 'X-Frame Options' to 'sameorigin'.

Update the server’s content-security policy to allow embedding your form on the domain of your Turtl Docs. The domain is either turtl.co, or your own domain if you have a CNAME setup.


The form behaves in an unusual way

Examples include:

  • The form disappears immediately.

  • The (cover/gated) form does not close after submission

  • The form displays a “Thank you” message before it’s submitted.

Cause

Solution

Turtl form script is not configured correctly. The script’s mode is set to "embed" on the form’s confirmation page.

<script data-ttl-form-mode="embed" …

Change the data-ttl-form-mode value to "complete" instead.

Turtl form script is not configured correctly. The script’s mode is set to “complete” on the form’s page.

<script data-ttl-form-mode="complete" …

Change the data-ttl-form-mode value to "embed" instead.

Turtl form script is missing the attribute data-ttl-form-mode="complete" on the form’s confirmation page.

Follow the guide for your specific form provider. You can find them in our Forms & Integrations collection.

Note: All form providers require Turtl’s form embed script to work. Please refer to a specific form provider instructions from our Forms & Integrations collection.


The form looks unstyled

Form loads, but exhibit any of the following:

  • Branding is not applied.

  • The height is wrong (too short).

Turtl typically provides your brand theme styles to the forms you embed on Turtl Docs.

Cause

Solution

The form does not contain the Turtl form script.

Follow the guide for your specific form provider. You can find them in our Forms & Integrations collection.

Turtl form script is configured not to inject brand styles (data-ttl-form-inject-styles="false")

Change the script’s attribute value to "true"

data-ttl-form-inject-styles="true"

Please note that for some form providers Turtl may not have ready-made form styles prepared in your brand theme. Please reach out to support for further assistance.

Server configuration is preventing forms assets, such as CSS files, to load

Please ensure server’s configuration (Content-Security-Policy) to allow loading assets (CSS files) from the following domains:

  • themes.turtl.co

  • user-themes.turtl.co

  • app-static.turtl.co


Leads don’t get resolved

In this case, leads are shown in the Known Readers table, but displayed as unknown or anonymized id strings, and not identified with their names and emails.

Known readers are displayed as undefined, null, or unknown

Cause

Solution

Turtl is unable to read a visitor’s cookie for any of the following reasons:

  • Readers have manually blocked cookies.

  • Readers have opened the Turtl Doc in an incognito tab.

  • Readers may be using services such as AD blockers.

  • The CRM is configured not to write cookies when a visitor comes from certain countries.

There is no available solution for this.

There is no integration between Turtl and the form provider that allows visitors who submitted a form to be displayed as Known Readers

Some form providers have limited functionality, which prevents Turtl from storing a unique identifier upon form submission.

This issue has been explored in the past, and it’s possible that a form provider has since added this functionality. Please reach out to support for further assistance.

Leads are displayed as anonymized IDs

In this case, known readers are shown as anonymized IDs in the Known Readers table. Good news is that there is a high probability that those IDs represent a contact in the form provider – typically a CRM – platform and the reason they aren’t displayed with names and email addresses is due to a lack of, or misconfiguration between Turtl and the CRM.

Cause

Solution

Turtl is unable to resolve names and email addresses for anonymized IDs for any of the following reasons:

  • There is no CRM integration.

  • The CRM integration is invalid.

Please follow these steps to confirm that your integration with a CRM is set up and working. If any issues are detected, please try reconnecting your CRM.

Note that you may need an account on your CRM with specific permissions to complete this process.

The form is made with a different CRM account, which may be due to having multiple CRM instances or accounts.

If you have a working CRM integration, but the form belongs to a different CRM instance (typically a sandbox or test account), the integration will appear to work, but anonymized IDs will not be resolved, as they do not exist in the connected CRM. If you suspect this is the issue, please remove the existing integration and reconnect the correct CRM instance.

For integration with multiple CRM instances, such as your production and sandbox, contact support@turtl.co for assistance.

Anonymized IDs in your Known Readers table can be resolved retroactively, even if they were captured while the integration was misconfigured. If you believe your CRM integration is now functioning correctly and should be able to process anonymized IDs, please contact support@turtl.co, as manual intervention is required.

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