# Quickstart



<Note>
  You need a Surface environment and admin access to your site's `<head>`.
</Note>

<Steps>
  <Step title="Install the Surface Tag">
    One script in `<head>`, on every page. Traffic, funnel, attribution and AI
    referral data all come from it.

    ```html
    <!-- Start Surface Tag -->
    <script
      src="https://cdn.jsdelivr.net/gh/trysurface/scripts@latest/surface_tag.min.js"
      site-id="YOUR_SITE_ID"
    ></script>
    <!-- End Surface Tag -->
    ```

    Your site ID is in **Settings → Overview**. Per-platform instructions for
    Webflow, Framer, WordPress, Next.js, React and Unbounce are on
    [Surface Tag](/platform/traffic/surface-tag).

    <Tip>
      Serve the tag from [your own domain](/platform/traffic/custom-domains) so ad
      blockers and Safari's cookie policy stop treating it as third-party.
    </Tip>
  </Step>

  <Step title="Build one form">
    **Forms → New form**. Ask for an email and one qualifying question, nothing
    else. Publish. The [Form builder](/platform/forms/builder) covers steps,
    question types and logic.
  </Step>

  <Step title="Embed it">
    Pick a mode and paste the snippet. Inline is the default. Popup and
    slideover open from a button. The input-field trigger turns an email box you
    already have into the first step of a Surface form.

    ```html
    <iframe src="REPLACE ME WITH FORM URL" allowfullscreen loading="eager"></iframe>
    ```

    Every mode is on [Embedding](/platform/forms/embedding).
  </Step>

  <Step title="Submit it yourself">
    Fill your own form once with a real work email. It appears under **Leads**
    with company, industry and headcount filled in, and an AI lead score.

    Row there but enrichment empty? The email was a free provider.
    [Enrichment](/platform/leads/enrichment) resolves companies, not inboxes.
  </Step>

  <Step title="Send it somewhere">
    Add one workflow: post to Slack, create a HubSpot contact, or fire a
    webhook.

    [Workflows](/platform/forms/workflows) · [Integrations](/platform/integrations)
  </Step>
</Steps>

## You Now Have [#you-now-have]

* Every visit and AI referral in
  [Traffic analytics](/platform/traffic/analytics).
* One enriched, scored row per person in the
  [Lead Data Layer](/platform/leads).
* Page views → form views → starts → completions → qualified → meetings in
  the [Conversion funnel](/platform/traffic/conversion-funnel).

## Next Steps [#next-steps]

<Columns cols="3">
  <Card title="Load Your Vault" icon="database" href="/guides/load-your-vault">
    Crawl your own site to fill the knowledge base agents write from.
  </Card>

  <Card title="Connect Your CRM" icon="plug" href="/platform/integrations">
    Leads land where your reps already work.
  </Card>

  <Card title="Scan Your AI Visibility" icon="eye" href="/guides/track-ai-visibility">
    Find out what ChatGPT says about you today.
  </Card>
</Columns>
