LAST UPDATED: 7/10/19

Advanced Lead Tracking & Pre-Populating Fields Using the Quoting Widget

In the Marketing section, use the Quoting Widget tab to create a personalized quoter that you can embed on your website(s). This article explains how to use the widget's advanced tracking options by appending codes to a web page's URL. You can also use the techniques described below to pre-populate quoting fields in your widget.

Jump to a section:

How Advanced Lead Tracking Works
Creating an Advanced Tracking Parameter Using Marketing Tags
Creating an Advanced Tracking Parameter Using Quote Details
Creating an Advanced Tracking Parameter Using Marketing Tags & Quote Details
Pre-Populating Widget Fields


How Advanced Lead Tracking Works

The Insureio quoting widget allows you to track lead sources using the URL of the page on which your quoter is housed. This is handy if you're using display ads, remarketing, or other sources for leads that constantly change, but need to be tracked when leads are generated. When a prospect uses that URL to get a quote, your unique tracking codes will transmit to the system along with your prospect's details.

To use advanced lead tracking, you'll append codes to the URL of your quoter page. You can use codes for marketing tags, codes for quote-related data such as the state, policy face amount, etc., or any combination of the two.

Here's an example of a specific URL with tracking details appended for a marketing tag:

http://www.mywebsite.com/quotes.html?dr_tags[health]=diabetes

Quoting Widget: Advanced Lead Tracking

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Creating an Advanced Tracking Parameter Using Marketing Tags

  • Begin with the URL of the page on which your Insureio quoting widget is housed. In our example above, that would be http://www.mywebsite.com/quotes.html.
  • Add a ? immediately after the address of the page ends. This is the beginning of the parameters (aka the query string) you are passing to the page.
  • Insert the prefix dr_tags. We insert this prefix before any URL parameters meant for our quoting widget so they don't conflict with the names of any parameters meant for the host page (i.e., if you're running a display ad on a website and the host page has its own parameters for Google Analytics or similar tracking service).
  • Insert your key/value pair. The key for a marketing tag should appear in brackets [ ], followed by =, followed by a value. In the example above, that is [health]=diabetes.
  • OPTIONAL: Insert any additional query strings formatted like this:
    • Use the & symbol to separate this new key/value pair from the previous pair.
    • Insert the prefix dr_tags.
    • Insert your query string as described above.
    • If we were adding to the example above, it would look like this: &dr_tags[career]=businessowner.

A full example with two key/value pairs would look like this:

http://www.mywebsite.com/quotes.html?dr_tags[health]=diabetes&dr_tags[career]=businessowner

Advanced Lead Tracking: Example with Two Key-Value Pairs

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Creating an Advanced Tracking Parameter Using Quote Details

  • Begin with the URL of the page on which your Insureio quoting widget is housed. In our example above, that would be http://www.mywebsite.com/quotes.html.
  • Add a ? immediately after the address of the page ends. This is the beginning of the parameters (aka the query string) you are passing to the page.
  • Insert your key/value pair. Your key should appear followed by =, followed by a value. Here's an example: state_id=5.
    • You can use any of the following keys to create a query string:
Quoting Widget Advanced Lead Tracking - Quote Details

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Creating an Advanced Tracking Parameter Using Marketing Tags & Quote Details

You can use parameters for both marketing tags and quote details in your URL. Add an unlimited number of marketing tags by using the prefix dr_tags.

Here's an example of a URL that contains parameters for marketing tags and quote details:

http://www.mywebsite.com/quotes.html?state_id=5&height=6_0&dr_tags[health]=diabetes

Quoting Widget: Advanced Lead Tracking - Marketing Tags and Quote Details

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Pre-Populating Widget Fields

You can also use the parameters described above to pre-populate quoting fields in your widget. For example, by default, the widget's "Coverage Length" entry box will show the first available option. If you'd rather display "30 years" as your default option, you could make that happen in two different ways.

Method 1: Add a query string to your widget URL to change the default selection for that entry box. To achieve this specific result, your URL would look something like this: https://yoursubdomain.insureio.com/quoting/widgets/yourwidgetnumber.html?duration_id=3. The instructions above explain how to build the query string for quote details.

Method 2: Add a piece of code to your page that contains the parameter(s) you want to pre-populate. This code snippet uses "window variables" and requires you to add your desired query parameters, then insert the code onto the page where you plan to use your widget. You'll add query parameters to the second line of code as shown below. Once you build your snippet, paste the resulting code somewhere in your page before the normal widget snippet.

In our sample below, you'll see the query parameter following "window.io_". In this example, as in the method above, we're using the parameter to set the default coverage length to 30 years. In that case, we follow "window.io_" with "duration_id=3;".

Quoting Widget: Advanced Lead Tracking - Using the window.io script

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