Install Javascript for Forms Tracking

Reo.Dev’s JavaScript beacon works consistently across all your assets — website, documentation, and product. If the JS is already installed on any of these properties, you don’t need to re-install it to track form activity.

However, if you're using separate platforms for landing pages or lead capture (e.g., HubSpot, Unbounce), you’ll need to manually add the JS snippet to those assets to track form opt-ins effectively.

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Form tracking is currently supported for:

  • HubSpot forms

    • Hubspot form

    • Non-HubSpot forms utilizing the HubSpot API

  • Ninja Forms

  • Standalone form with semantic HTML <form> tag and <input type="submit" />

If you’re using a different form library, please reach out to your account manager.


Installation Methods

You can install JavaScript to track the user activity on the documentation webpages in two ways.

Using CDN

To install JavaScript code using our CDN, follow the instructions below:

1. Get the JavaScript Snippet:

Copy the JavaScript code snippet from Reo.Dev Dashboard. Go to Integrations >> Tracking Beacon >> Documentations >>Method 1: Using CDN

https://web.reo.dev/dashboard/integration/documentationarrow-up-right

2. Integrate the JavaScript into Your Web Project:

Go to the root index.html page of documentation web pages

3. Locate the <head> Tag:

For optimal performance, it’s recommended to place the script within the <head> tags of your HTML document. This ensures it's loaded early in the page's lifecycle.

4. Insert the JavaScript Snippet:

Insert the JavaScript snippet provided within the <head> section of your HTML file.

5. Save and Deploy:

Save the changes to your HTML file and deploy it to your server.

6. Verification:

  • Go to any screen after login and right-click anywhere

  • In the dropdown menu, select Inspect.

In the elements tab, Use the Ctrl + F or Cmd + F and search for “reo”

If the tracking code appears, verify that the code matches


Error Scenarios

  • Script initiation

    Script initiation has been modified to rely on code initiation only on successful callback post download from CDN. So it will only initiate if successfully downloaded. In case the download fails, the javascript won’t get enabled but this eliminates the likelihood of an error scenario of page breaking

  • API failure on token delete

    On deletion of all Reo tokens, the most recent event tracking data will likely fail, but subsequent API calls will work fine

  • Any inadvertent code failure on JavaScript

    This should not be an issue since the code is wrapped in a try-catch block, the console may throw errors, which won’t be visible even on the console since logger would be disabled on the script

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Cookie Management and Compliance

To learn more about Reo.Dev's cookie usage, categorization, and best practices for implementation, refer to this guide.


Adding Form URLs in Reo.Dev

Once your JS is installed and deployed, go to:

Settings → Integrations → Tracking Beacon → Forms

Here you can:

  1. Add the URL of the page where your form lives (e.g., /contact).

  2. Give the form a custom name for easier identification later.

Once saved, this name becomes available in the Segment builder under:

Activity Group → Forms → Key Pages: Forms

You can then use this to create segments of users who visited those pages.

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Note: This filter currently identifies all visitors to the page, not just form submitters. We’re working on enhancing this feature so you’ll soon be able to filter users who specifically filled out the form on a configured page.


Content Security Policy (CSP) Considerations

If your website uses a strict Content Security Policy (CSP), you may need to update it to allow our script to load and execute correctly. Please ensure the following directives are updated to include our domains:

Required CSP Directives


FAQs

chevron-rightIs Reo.Dev Website Visitor Identification GDPR compliant ?hashtag

Yes. Reo.Dev is committed to maintaining compliance with GDPR. We use IP geolocation to ensure EU + UK visitors data is not identified.

We use the current browsing location (via IP address) as the primary factor for identification decisions, regardless of what other information we may have about a person in our database.

So, any visitors with an EU/UK IP address are automatically excluded from the identification processes. And any user can opt out of identification by emailing us at [email protected].

chevron-rightIs Reo.Dev Website Visitor Identification CCPA compliant?hashtag

Yes. In accordance with CCPA, users can opt-out of sharing their personal information by emailing [email protected]envelope with a clear request to withdraw consent to share any personal information with third parties. Please be assured that any information shared in the opt-out email will be used solely to process your opt-out request.

chevron-rightCan visitors opt out of being identified?hashtag

Yes. We provide multiple opt-out mechanisms:

  • Cookie consent banner: If our script is implemented behind your cookie consent banner and a user doesn’t consent to cookies, our script will not run and we won’t identify those users.

  • Geographic Exclusion: EU/UK-based visitors are automatically excluded regardless of opt-out status

chevron-rightWhat happens to my data if I disable the feature?hashtag

When you disable Website Visitor Identification:

  • All previously identified contacts (who have not filled out a first party form) are permanently removed from your interface.

  • Any website visitor who has filled out a first-party form will be accessible.

  • Contact limits used by identified visitors are credited back to your account

  • New anonymous visitors will not be de-anonymized until you opt back in

chevron-rightIs my visitor identification data secure?hashtag

Security is a top priority for all visitor data:

  • Enterprise-Grade Encryption: All data encrypted in transit and at rest

  • SOC 2 Type II certified

  • Access Controls: Role-based permissions and multi-factor authentication

  • Geographic Data Exclusion: EU/UK visitor data is not identified to ensure compliance

chevron-rightHow does visitor identification work with ad blockers and privacy browsers?hashtag

Privacy tools might eliminate the functionality altogether in few cases like :

  • Browsers that block 3rd part scripts:

  • Cookie consent banner: If our script is implemented behind a cookie consent banner, and user doesn’t consent to cookies, our script will not run and we will not track these visitors.

chevron-rightIs it okay to reach out to de-anonymized visitors?hashtag

Yes. It’s similar to reaching out to contacts you’ve obtained from a database like Apollo or LinkedIn. While these individuals haven’t explicitly requested to be contacted, they’ve engaged with your site and documentation. Moreover, Reo.Dev also provides valuable insights into their intent and journey, making your outreach more relevant and informed.

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