Campaign Tracker: Adding a Contact Form to your Website

Campaign Tracker is available to subscribers of our Elite plan.

You can upgrade to the Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

With Campaign Tracker, you can add a contact form to your website that is connected to a Clio campaign and creates a lead with each submission. This contact form includes fields for name, email, phone, and message.

Important

The steps for adding a Campaign Tracker contact form to your website require a general understanding of HTML, CSS, and Javascript. As such, we recommend that these steps be taken by a web developer or designer. In order to use this feature, you must have access to the backend HTML of your website. If you have used a "do-it-yourself" website service that doesn't allow access to the backend HTML, then you may not be able to use this feature. 

This article details all of the steps involved in adding a Campaign Tracker contact form to your website. 

  • For information on how to create phone number tracking campaigns and manual campaigns, click HERE.
  • For information on how to manage your existing campaigns (including adding expenses and ending campaigns), click HERE.
  • For information on how to create and manage campaign leads, click HERE

Contents

Step 1 - Creating the Campaign
Step 2 - Web Form Setup
Step 3 - Adding the Code to your Website

Step 1 - Creating the Campaign

Create a new campaign specifically for your website contact form. 

In step 1 of the New Campaign wizard, the name that you use for your Campaign will be used to generate the "Utm campaign" code. The "Utm campaign" reference is found in the final step.

You can add an expense amount later if you incurred a cost associated with the development of the web form.

Click "Next".

In step 2 of the New Campaign wizard, click the "Skip phone setup" link. 

Finally, you will be advanced to step 4 in the wizard. Here you will see the example "Utm campaign" code "webiste_form" has been created.

Click "Save" to complete the campaign setup.

Step 2 - Web Form Setup

Once you have created the campaign, click on the "Web Form Setup" button. Alternately, you can click on "web form setup" in Step 4 of creating your campaign.

In order to complete the setup steps on this page, you will be required to prepare the following:

  • a webpage that should contain your contact form
  • a webpage that people should be redirected to after submitting your contact form
  • an email address that all form submissions should be directed to

On the Web Form Setup page, jump to step 2 and click on the "Need help? Use the URL generator" link.

This will display 2 fields:

  • URL of your contact form: enter in the URL of the page that should contain the contact form
  • Campaign: click to select the appropriate campaign related to this web form

Once you have added this info, click the "Generate" button. This will display the URL that you need to use anywhere that you want to link to this contact form (including links on your own website, links in online directories, and links in your online ads).

Next, move down to step 3 and enter in the email address that form submissions should be sent to and the webpage that people should be redirected to after submitting the contact form. Click the "Save" button.

The remaining steps involve adding the code to your website.

Step 3 - Adding the Code to your Website

There are 2 pieces of code that need to be added to the webpage that should contain your contact form. 

The first piece of code is Javascript that can be highlighted and copied as-is and pasted into the "head" of your webpage. 

Below the Javascript code is the HTML for the contact form that you need to highlight, copy, and paste into the "body" or your webpage. 

Note that this HTML is not styled and you will have to add styling to the form fields as required. 

Important: If you modify the HTML, you cannot alter any of the form parameters; nor can you delete or add fields to the contact form.