Surface Forms can push key events to your website’s data layer, making it easy to track user interactions and conversions in Google Tag Manager (GTM).
Surface Forms push three key events to the data layer:
| Event Name | When Fired | Metadata |
|---|
SurfaceFormStarted | When the form is started | (None) |
SurfaceFormStepSubmitted | When a step is submitted (e.g., email entered) | emailProvided, meetingBooked , url and urlParams |
SurfaceFormSubmitEvent | When the entire form is submitted | (None) |
1. Set Up Data Layer Variables in GTM
To capture metadata from SurfaceFormStepSubmitted, create the following Data Layer Variables in GTM:
| Variable Name | Variable Type | Data Layer Variable Name |
|---|
| dlv - emailProvided | Data Layer Variable | emailProvided |
| dlv - meetingBooked | Data Layer Variable | meetingBooked |
| dlv - urlParam | Data Layer Variable (Object) | urlParam |
| dlv - url | Data Layer Variable | url |
Steps:
-
In GTM, go to Variables.
-
Click New → Choose Data Layer Variable.
-
Enter the exact name (e.g.,
dlv - emailProvided) and set the Data Layer Variable Name to emailProvided. Make sure to capitalize the p in emailProvided !
-
Repeat for
meetingBooked, url and urlParams.
urlParams is an object, we need to use dot notation e.g. {{ urlParams.medium }} to get the data.
2. Create Triggers Based on Events
You can now setup triggers that can reference the variables we just created.
| Trigger Name | Trigger Type | Event Name | Additional Condition |
|---|
| Trigger - Email Submitted | Custom Event | SurfaceFormStepSubmitted | dlv - emailProvided equals true |
| Trigger - Meeting Booked | Custom Event | SurfaceFormStepSubmitted | dlv - meetingBooked equals true |
| Trigger - URL | Custom Event | SurfaceFormStepSubmitted | Any |
| Trigger - urlParam | Custom Event | SurfaceFormStepSubmitted | Any |
Finally, in order to send conversion data to your analytics platform or ads (Google, Meta, LinkedIn, etc) you must configure a new tag that references the triggers we just created. For example, here are the steps to setup a corresponding Google Ads Conversion Tag. This allows you to track different conversion points with the right conversion action in Google Ads.
| Tag Name | Conversion Action (in Ads) | Firing Trigger |
|---|
| GAds - Form Started | Form Started | Trigger - Form Started |
| GAds - Email Submitted | Email Submitted | Trigger - Email Submitted |
| GAds - Meeting Booked | Meeting Booked | Trigger - Meeting Booked |
| GAds - Form Completed | Form Completed | Trigger - Form Completed |
For more details on how to setup Google Ads Conversion Tags, please refer to our Google Ads Tracking Guide.
Tip: Make sure your Google Ads account has conversion actions that match these names or your chosen naming convention.
Need Help?
If you have questions or need support, reach out to us at [email protected].