Step-by-Step Guide to Embedding a Typeform
Step 1: Configure Hidden Fields in Typeform
In your Typeform survey, set up Hidden Fields for the user properties you want to capture
Common fields to include:
User ID
Email
Name
Role
Follow Typeform's documentation to add these Hidden Fields
Publish your Typeform to save the changes
Step 2: Prepare Your Typeform URL
Go to the Share tab in your Typeform
Copy the share URL with Hidden Fields, see Typeform's guide to hidden fields.
The URL will look similar to:
https://yourform.typeform.com/to/ABC123#email=xxxxx&name=xxxxx
Step 3: Add User Properties to the URL
In Candu, you can use dynamic user traits in your URLs using this format:
{{user.USERTRAIT}}Example URL with user traits:
https://yourform.typeform.com/to/ABC123#email={{user.email}}&name={{user.name}}Need a fallback value? Add it after the pipe symbol:
{{user.name|anonymous}}
Step 4: Embed the Typeform link Candu
Create or edit your Candu experience
Select an element where you want to embed the Typeform. We suggest a dismissible modal.
Add an iFrame block to your Document and drop in the Tyepform URL.
[Optional] Personalize the link with user properties, see Step 3.
Test the Typeform with Candu's Share link.
Step 5: Test and Publish
Use Candu's Share link to test the survey. The share link will show the fallback values if you're using personalized fields.
Publish the document for a specific user to verify that user properties are passed correctly.
Check that the Typeform displays correctly in all selected formats
Publish your Candu experience to the relevant user segment.
Best Practices
Complete Experience: Configure buttons that open Typeform to "Complete Survey/Tour" to ensure proper analytics tracking
User Context: Only request information that isn't already available through user properties
Timing: Launch Typeform surveys when users are engaged and in context
Visibility: Use Segmentation to prevent any overlay conflicts.
Testing: Always test the integration with different user properties to ensure proper data passing.
Troubleshooting
If user properties aren't appearing in Typeform:
Verify the property names match precisely (case-sensitive)
Check if the properties are being passed to Candu correctly in Analytics > Users > Events.
If the Typeform isn't displaying:
Ensure the URL is formatted correctly with encoded characters
Verify the Typeform is published and accessible
Check your display settings in Candu
Remember to validate your user properties in Candu before using them in URLs. Invalid properties will prevent the Typeform from receiving the correct information.