Podio Forms – a Google Analytics and Affiliate Marketing Conversion Tracking Solution

I am a big advocate of Podio to help small to medium businesses run their companies. Podio provides an excellent, highly customizable CRM at low cost – both in license and in setup. We have used it for a range of purposes including leads tracking, operations management, project management and of course task management. In the case of one rapidly growing client, I wanted to maintain one of the very best features of podio – the ability to use podio form in our own website to allow new leads to go directly into our sales pipeline – while also implementing two new features. BIG problems lie ahead…

Firstly, I wanted to take advantage of advance Google analytics, and set up conversion markers in form pages, so we could measure what our conversion from site visit to enquiry was. Second, we needed to be able to track conversion from affiliate leads, to ensure that affiliate marketing our product would be recorded and paid based on their success.

BIG Problem. Podio, for all it’s value, somehow does not provide a facility to allow such events to be recorded. This is basically due to the nature of the form itself, being embedded in a foreign property (our website). While there are some pretty obvious solutions Podio could implement to solve this dilemma, they haven’t, and in fact suggested to me that my only hope was to employ one of their developers to integrate such functionality via the Podio API. This is fine, but slow and expensive (relative to the solution we implemented yesterday in an hour for free).

How to implement conversion tracking pixels for google analytics and affiliate conversions with a Podio form

1. The team at Globimail had found the core of the solution. The only possible trigger of any kind in a Podio form is that the form holder changes size when moving from the for page to the success message. We can use this to provide us with the means to trigger an event. In this case, we use the change in box size to move to another page – a Thank You page.

[av_promobox button=’no’ label=’Click me’ link=’manually,http://’ link_target=” color=’theme-color’ custom_bg=’#444444′ custom_font=’#ffffff’ size=’large’ icon_select=’no’ icon=’25’]
<div id=”podioform”>
<!– BEGIN Podio web form –>
<script src=”https://podio.com/webforms/XXXXXX/XXXXXX.js”></script>
<script type=”text/javascript”>
_podioWebForm.render(“XXXXXX”)
</script>
</div>
<script type=”text/javascript”>
doc = document.getElementById(‘podioform’);
var timer = setInterval ( function() {
var newheight = doc.offsetHeight;
if (newheight<200) {
window.location = “your thank you page address“;
clearInterval(timer);
}
}, 250);
</script>
[/av_promobox]

 

2. Now we are at our Thank You page, we can implement our Conversion codes. To ensure our wordpress website didn’t strip any code from our conversion pixels, we implemented a plugin – Facebook pixel conversions for WP to ensure the integrity of our javascript. Never mind the naming, it performs the same job four our needs, either affiliate or Google. the plugin provides us with a place to insert our Pixels, and you are done!

We hope this is helpful. It strikes us as amazing that this isn’t a common challenge for Podio users and look forward to a solution from them, such as the provision in the webform setup of a place to insert a redirect URL upon submit. Until then though, hope this works for you. Please let us know if you have any questions or require help implementing Podio or would like to discuss solutions that will help your business efficiency and sales success.

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