Tracked Events

The following events are tracked by default by the BankingBridge Embed:

Lead Workflow

Event Name	Definition
`lead_workflow_loaded`	Triggered when the lead workflow interface is loaded.
`local_storage_blocked`	Indicates that browser local storage is blocked or inaccessible.
`lead_workflow_started`	Fired when the user begins the lead workflow process.
`progress_twentyFivePercent`	User has progressed 25% through the lead workflow.
`progress_fiftyPercent`	User has progressed 50% through the lead workflow.
`progress_seventyFivePercent`	User has progressed 75% through the lead workflow.
`lead_workflow_completed`	User completed all steps in the lead workflow.
`pricing_empty`	No pricing results were available for the selected criteria.
`pricing_shown`	Pricing results were displayed to the user.
`lead_captured`	Lead information was successfully submitted and captured.
`apply_now_clicked`	User clicked on an 'Apply Now' button.
`fees_click`	User clicked to view detailed fee breakdowns.
`validation_initiated`	Validation process for lead or data started.
`lead_capture_error`	An error occurred during the lead capture process.
`validation_submitted`	Validation data was submitted.
`validation_success`	Validation process completed successfully.
`validation_error`	Validation process encountered an error.

Rate Table

Event Name	Definition
`rate_table_loaded`	Rate table interface has loaded for the user.
`update_button_clicked`	User clicked the 'Update' button on the rate table.
`next_button_clicked`	User clicked the 'Next' button in the rate table flow.
`workflow_button_clicked`	User started a workflow from the rate table.
`subscribe_switch_clicked`	User toggled subscription to rate alerts.
`loan_summary_pdf`	User downloaded or viewed the loan summary PDF.
`apply_now_clicked`	User clicked on an 'Apply Now' button.
`lead_captured`	Lead information was successfully submitted and captured.

Contact Form

Event Name	Definition
`contact_form_loaded`	The contact form component was loaded.
`lead_captured`	Lead information was successfully submitted and captured.

Rate Dashboard

Event Name	Definition
`dashboard_first_visit`	User visited their rate dashboard for the first time.
`dashboard_pageview`	A pageview event on the rate dashboard was recorded.
`dashboard_update`	User updated their information or preferences on the dashboard.
`unsubscribed`	User unsubscribed from rate alerts or emails.
`stale_unsubscribed`	Lead was auto-unsubscribed due to inactivity.
`deleted`	Lead or dashboard was deleted.
`reactivated`	A previously inactive or unsubscribed lead was reactivated.
`email_bounced`	An email to the user bounced back (undeliverable).
`rate_alert_email_sent`	Rate alert email was sent to the user.
`rate_alert_email_open`	User opened a rate alert email.
`rate_alert_email_clicked`	User clicked a link in the rate alert email.
`intro_email_sent`	Initial introduction email was sent to the user.
`intro_email_opened`	User opened the intro email.
`intro_email_clicked`	User clicked a link in the intro email.
`unsubscribe_link_clicked`	User clicked an unsubscribe link in an email.
`unsubscribe_param_passed`	Unsubscribe request was passed with URL parameters.
`dashboard_contact`	User submitted a contact form from the rate dashboard.
`lead_status_unsubscribe`	Lead status was updated to unsubscribed in system.
`api_unsubscribe`	User was unsubscribed via an API call.
`chat_loaded`	Chat interface on dashboard was loaded.
`chat_opened`	User opened the chat interface.
`loan_summary_pdf`	User downloaded or viewed the loan summary PDF.
`apply_now_clicked`	User clicked on an 'Apply Now' button.

SMS Text

Event Name	Definition
`dashboard_link_clicked`	User clicked a dashboard link received via SMS.
`calendar_link_clicked`	User clicked a calendar scheduling link in SMS.
`application_link_clicked`	User clicked an application link in SMS.
`summary_sent`	Loan summary was sent via SMS.
`scheduled_call`	A call was scheduled by the lead via SMS or form.
`followup_sent`	A follow-up SMS was sent to the user.
`calendar_confirmed`	User confirmed a scheduled call via calendar link.

Listening for Events

In addition to sending events to Google Analytics and GTM, the Embed emits events to the parent page.

Example of adding Event Listener in the parent page:

document.addEventListener('bbEvent', (e) => {
  if(e.detail && e.detail.action=="lead_captured"){
    console.log("A " + e.detail.category + " lead was captured inside the Embed!")
  }
});