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The Pixel is a small script you add to your website. Once it’s installed, Default captures the forms your visitors submit, identifies the people and companies behind that activity, and maps the form fields it finds to your Default records, so inbound interest flows straight into your workspace.
Open Settings from the Dock (the app bar at the bottom of the screen), then select Data Model under Workspace Settings and open Pixel. Admin access is required.
The page has two tabs: Domains, where you add a site and get its install snippet, and Forms, where you review captured forms and map their fields.

Domains

The Domains tab lists every website you’ve added the Pixel to, along with its connection status.

Add a domain

1

Add a new domain

Select Add new Domain and enter your website address (for example, https://www.acme.com). This registers the domain so the Pixel knows to track it.
2

Copy the Pixel script

Default shows the <script> snippet with your workspace’s public key already filled in. Copy it. You can come back to it anytime with Copy Pixel script.
3

Install and test

Add the snippet to your site (see Install the Pixel below), then run the connection test back in Default.
Your workspace has one Pixel public key, so the snippet is the same on every domain. If your forms live on more than one domain (for example, acme.com and try.acme.com), add each one here so the Pixel tracks it, then install that same snippet on each. The Forms tab only shows forms detected on domains you’ve added.

Domain status

Each domain shows a status so you know whether the Pixel is working: To stop tracking a site, open the domain’s menu and select Remove.

Install the Pixel

The snippet Default generates looks like the example below. Your real snippet has your workspace’s public key already filled in, plus built-in retry handling, so copy it from the Domains tab rather than typing it by hand.
Where to put it: paste the snippet into the <head> of every page you want to track. The simplest way to cover a whole site is to add it to your site-wide template or layout, or to add it through a tag manager (such as Google Tag Manager) as a custom HTML tag that fires on all pages. A few things worth knowing:
  • It loads asynchronously and starts itself. The snippet sets your public key on window.__defaultPixel__, loads the Pixel in the background, and initializes automatically once the page is ready. There’s no other code to write.
  • The public key is safe to expose. The key value is a public key meant to live in client-side code.
  • Single-page apps are supported. The Pixel follows client-side route changes, so a React, Vue, or other single-page app needs no extra setup.
  • One snippet for the whole workspace. Your workspace has a single public key, so the same snippet works on every domain you add. Adding a domain is what tells the Pixel to track that site; it does not produce a different snippet.

Verify the installation

After the snippet is live, run the connection test on the domain in Default. It confirms each step in order:
1

Snippet added

Default confirms the snippet is present on the page.
2

Pixel detected

Default confirms the script loaded and initialized.
3

Test event received

Default sends and receives a test event to confirm data is flowing.
If the test stalls, confirm the snippet is in the <head> of the page you’re testing, that it isn’t blocked by a content-security policy, and that you’re testing a page where the Pixel is allowed to run (see Capture controls below).

What the Pixel captures automatically

Once the script loads, the Pixel works on its own. No per-form setup is needed.
  • Form submissions, including forms added to the page after it loads (for example, in modals or after navigation). Common third-party form tools are recognized too, including HubSpot, Marketo, Pardot, and Paperform.
  • Page activity, such as page views and basic session context, so submissions have context.

Capture controls

  • Turn off capture on a page by adding this to the page’s <head>:
  • Sensitive pages are skipped by default. The Pixel does not capture forms on common account and checkout paths, such as /login, /signin, /account, /checkout, /oauth, and /admin.

Forms

When the Pixel sees a form on one of your connected domains, that form appears on the Forms tab. Each form shows its name, the domain where it was seen, and the fields the Pixel detected. The first time someone loads or submits a form on a tracked page, Default reads its structure: the form’s name, its fields, and the field types. This can take a few minutes to show up, so on a low-traffic page you may want to load the page yourself to speed things along. Turn on Allow Pre-Enrichment on a form to let Default enrich a submission before it’s processed, so records arrive already filled in with company and contact detail.

Review and approve forms

New forms don’t go live on their own. On the Forms tab, select Save changes to open the review dialog, check what Default detected, and approve the forms you want to track (skip the ones you don’t). Approving a form tells Default this is the correct shape of the form going forward, so a later change to your site, such as a renamed or added field, doesn’t quietly change what your workflows receive. If an approved form changes later, Default flags it with an unaccepted field changes alert. Reviewing it the same way keeps your forms in sync without breaking the workflows that depend on them.
Reviewing and approving captured forms on the Forms tab

Map form fields

So that submissions land on the right fields, you map each detected form field to a field on your Person or Company records. When the Pixel finds a new form or new fields, Default prompts you to review them.
1

Open the field mapping

When new forms or fields are detected, open the review dialog from the prompt on the Forms tab.
2

Match each field

For each detected field, the dialog shows its label, name, and input type. Use the dropdown to map it to a standard or custom field, grouped under Person and Company. Use the search and filters (by form, domain, or path) to work through long lists, and turn on Hide mapped fields to focus on what’s left.
3

Save your mapping

Select Save to confirm the mapping and approve the form. New submissions then populate the fields you mapped.

Use a form in a workflow

Once a form is approved and mapped, it’s available in Workflows as a target for the Form Submission trigger. Create a workflow, add a Form Submission trigger, and choose your form. Everything a visitor submits then runs through that workflow for routing, enrichment, scoring, and scheduling.
A Pixel form selected as a Form Submission trigger in the workflow builder

Advanced: the Pixel SDK

For programmatic control, Default also ships a manual SDK (sdk.js) that exposes window.DefaultPixelSDK. Use it when you want to submit a form to Default yourself, or embed and listen to the Default scheduler. Load it the same way as the Pixel, with sdk.js in place of index.js. Most sites that use the SDK load both scripts.
The SDK reads the same key your Pixel uses and initializes itself once it loads. If you’d rather set it up in code (for example, to configure options dynamically), call DefaultPixelSDK.init({ publicKey: "a1b2c3d4-e5f6-7890-abcd-ef1234567890" }) instead.

Submit a form

Build an object of field values and call submitForm. The pixelFormId is the ID Default assigned the form when you approved it on the Forms tab.
Use the canonical field names from your data layer (email, first_name, company_domain, and so on) so the submission lands on the right record fields.

Show the scheduler

If a workflow attached to the form returns a scheduler link, the SDK can display it three ways. Pick the one that fits your page.
  • Modal (default). The SDK opens a centered calendar and closes it when the visitor books, cancels, or the session times out. Nothing to configure:
  • Inline. The SDK mounts the calendar inside a container you’ve set aside on the page, so it feels like part of the page rather than a popup:
  • Off. The SDK displays nothing. Read the link off the result and handle it yourself:
If the workflow’s Display Scheduler step is configured with a scheduler page redirect, Pixel navigates to that page first and displays the scheduler there when Pixel loads on the destination.
If a workflow returns a redirect instead of a scheduler link, the SDK navigates the browser to that URL automatically, regardless of your autoDisplayScheduler setting (which only governs the scheduler). You can’t suppress it. The destination is also returned as result.redirect.url.

Listen to scheduler events

Whatever display mode you use, you can react to scheduler activity, which is useful for analytics, ad conversions, or notifications:
The full set of hooks is onDisplayed, onClosed, onMeetingBooked, onMeetingCancelled, and onMeetingTimeout. To open the scheduler yourself, call scheduler.display(url, option), where url is the scheduler link from result.scheduler.url and option is the same modal, inline, or off value that autoDisplayScheduler accepts.

Handle errors

submitForm does not throw on failure. It resolves with success: false and a status code, so check the result:
Two common cases:
  • 404: the pixelFormId doesn’t belong to your workspace. Check that you copied the ID from a form on a domain you’ve added.
  • Network or server errors: these come back as non-success statuses. Retry, or fall back to your own thank-you message.