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How to embed a form by an unlisted provider
How to embed a form by an unlisted provider

How to embed an unspecified form into your Turtl Docs

Kristi Eddy avatar
Written by Kristi Eddy
Updated over a week ago

If your form provider isn’t a CRM, or you can’t find the form type you want to embed on our list, you can use our generic form walk-through to get set up.

Check your form requirements

If you want to use a form provider that Turtl doesn’t currently offer, your form must meet the following requirements:

  • It can be embedded via iFrame

  • It can be served over HTTPS

  • It can redirect to a custom location after a successful submission

  • It can have a custom JS script applied to it

Add code snippets to your form

Navigate to the form you want to embed and include the following code snippet:

<script src="https://app-static.turtl.co/forms/turtl.forms.generic.v1.js"
data-ttl-form-mode="embed"
data-ttl-form-strip-styles="false"
data-ttl-form-inject-styles="false"
data-ttl-form-provider="provider-name"></script>

On your form’s confirmation page, include the following code snippet:

<script src="https://app-static.turtl.co/forms/turtl.forms.generic.v1.js"
data-ttl-form-mode="complete"
data-ttl-form-strip-styles="false"
data-ttl-form-inject-styles="false"
data-ttl-form-provider="provider-name"></script>

This snippet is the same but with an updated ‘form-mode’ since the form has been completed on the confirmation page. We’ll look at further options for these snippets below.

Alternative code snippets

Apart from data-ttl-form-mode, there are several ways you can update your code snippet to change your form:

  • data-ttl-form-mode: embed/complete
    For this line of code, add “embed” when a script is placed on a landing page - or “complete” when a script is placed on a confirmation/thank-you page

  • data-ttl-form-strip-styles: true/false
    For this line of code, add “true” to remove - or “false” to keep - default form styles.

  • data-ttl-form-inject-styles: true/false
    For this line of code, add “true” to inject Turtl styles from a brand theme

  • data-ttl-form-provider: name of the form
    For this line, add the name of the form provider. This is required to show where sign-ups are coming from and allows a brand theme to assign styles for that form provider.


Getting started

Follow the steps below to start using your custom form with Turtl.

  1. Send a link to your Turtl Doc with your custom form to support@turtl.co

  2. The form will be checked against the above requirements.

  3. Custom CSS and a redirect location will be provided

  4. Add the custom CSS and configure your form to redirect to the correct location after submission

  5. When complete, we will help you perform testing to ensure data is captured correctly

Notes:

  • There may be a charge for the styling and implementation involved in setting up your form integration we don't already support. Please speak to your Customer Success Manager for more information.

  • For individualized analytics to continue to function properly with a custom form in place, a suitable CRM integration must be in place. For more information check out this article.

  • Turtl is unable to capture leads from forms by unlisted providers. Readers will be displayed as unknown in the known reader section of your Turtl Analytics Dashboard.

Find out more:

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