Lead source in forms
Does anyone know where I can add the lead source when users fill out a form? ex: google, bing, yahoo, PPC etc
THANKS!
------------------------------
Michelle Lopez
Marketing Coordinator, Global Learning Systems LLC
------------------------------
Comments
7 comments
Capturing Lead Source on your forms can be handled in a few different ways.
The two that we use internally are as follows: (Note: Both examples are using the Labs form composer. If you are using Classic forms, you can reference this University article to capture URL parameters)
1. Statically - If your Form is only going to be found in a single location, and only needs a single Lead Source attributed to it, then you can create a hidden field on your Form and have that set as the default value. (Example: You have a Webinar Sign-Up Form on your website, and have the Lead Source set to 'Website')
2. Dynamically - This is the more common use case, in which you need to attribute a variety of dynamically populated Lead Sources based on where the Form's submitter originally came from. In this case, you can create the same hidden field as above, but instead of setting a default value, you can use the 'Grab URL Parameter' option to populate the Lead Source field with a URL parameter.
In this example, you would append the 'LeadSource' URL parameter to the link that leads to your form, so that the Act-On Form can read that URL parameter and populate the hidden field with that information.
Example URL: https://www.act-on.com/resources/rethink-marketing-automation-ebook/?LeadSource=Web
If you have a specific example that you would like some help, feel free to post information here and I will be happy to help you figure out your specific use case.
Have a great day and Happy Marketing!
------------------------------
Robert Kohnke
Marketing Automation Specialist - Certified Strategist, Act-On Software, Inc.
------------------------------
-------------------------------------------
Original Message:
Sent: 01-29-2018 12:37
From: Michelle Lopez
Subject: Lead source in forms
Does anyone know where I can add the lead source when users fill out a form? ex: google, bing, yahoo, PPC etc
THANKS!
------------------------------
Michelle Lopez
Marketing Coordinator, Global Learning Systems LLC
------------------------------
I followed your instruction but it did not work. The lead source and _Refferer fields are both empty.-------------------------------------------
Original Message:
Sent: 01-30-2018 13:02
From: Robert Kohnke
Subject: Lead source in forms
Hi @Michelle Lopez,
Capturing Lead Source on your forms can be handled in a few different ways.
The two that we use internally are as follows: (Note: Both examples are using the Labs form composer. If you are using Classic forms, you can reference this University article to capture URL parameters)
1. Statically - If your Form is only going to be found in a single location, and only needs a single Lead Source attributed to it, then you can create a hidden field on your Form and have that set as the default value. (Example: You have a Webinar Sign-Up Form on your website, and have the Lead Source set to 'Website')
2. Dynamically - This is the more common use case, in which you need to attribute a variety of dynamically populated Lead Sources based on where the Form's submitter originally came from. In this case, you can create the same hidden field as above, but instead of setting a default value, you can use the 'Grab URL Parameter' option to populate the Lead Source field with a URL parameter.
In this example, you would append the 'LeadSource' URL parameter to the link that leads to your form, so that the Act-On Form can read that URL parameter and populate the hidden field with that information.
Example URL: https://www.act-on.com/resources/rethink-marketing-automation-ebook/?LeadSource=Web
If you have a specific example that you would like some help, feel free to post information here and I will be happy to help you figure out your specific use case.
Have a great day and Happy Marketing!
------------------------------
Robert Kohnke
Marketing Automation Specialist - Certified Strategist, Act-On Software, Inc.
------------------------------
Original Message:
Sent: 01-29-2018 12:37
From: Michelle Lopez
Subject: Lead source in forms
Does anyone know where I can add the lead source when users fill out a form? ex: google, bing, yahoo, PPC etc
THANKS!
------------------------------
Michelle Lopez
Marketing Coordinator, Global Learning Systems LLC
------------------------------
------------------------------
Linh Nguyen
Rakuten Super Logistics
------------------------------
-------------------------------------------
Original Message:
Sent: 03-06-2018 08:28
From: Scott Wallace
Subject: Lead source in forms
Hi @Linh Nguyen
Do you have a sample URL that we can use to test it with please?
------------------------------
Scott Wallace
Act-On
------------------------------
Original Message:
Sent: 03-05-2018 17:53
From: Linh Nguyen
Subject: Lead source in forms
Hi Robert,
I followed your instruction but it did not work. The lead source and _Refferer fields are both empty.
Original Message:
Sent: 01-30-2018 13:02
From: Robert Kohnke
Subject: Lead source in forms
Hi @Michelle Lopez,
Capturing Lead Source on your forms can be handled in a few different ways.
The two that we use internally are as follows: (Note: Both examples are using the Labs form composer. If you are using Classic forms, you can reference this University article to capture URL parameters)
1. Statically - If your Form is only going to be found in a single location, and only needs a single Lead Source attributed to it, then you can create a hidden field on your Form and have that set as the default value. (Example: You have a Webinar Sign-Up Form on your website, and have the Lead Source set to 'Website')
2. Dynamically - This is the more common use case, in which you need to attribute a variety of dynamically populated Lead Sources based on where the Form's submitter originally came from. In this case, you can create the same hidden field as above, but instead of setting a default value, you can use the 'Grab URL Parameter' option to populate the Lead Source field with a URL parameter.
In this example, you would append the 'LeadSource' URL parameter to the link that leads to your form, so that the Act-On Form can read that URL parameter and populate the hidden field with that information.
Example URL: https://www.act-on.com/resources/rethink-marketing-automation-ebook/?LeadSource=Web
If you have a specific example that you would like some help, feel free to post information here and I will be happy to help you figure out your specific use case.
Have a great day and Happy Marketing!
------------------------------
Robert Kohnke
Marketing Automation Specialist - Certified Strategist, Act-On Software, Inc.
Original Message:
Sent: 01-29-2018 12:37
From: Michelle Lopez
Subject: Lead source in forms
Does anyone know where I can add the lead source when users fill out a form? ex: google, bing, yahoo, PPC etc
THANKS!
------------------------------
Michelle Lopez
Marketing Coordinator, Global Learning Systems LLC
------------------------------
I was hoping you can help me with one more questions about lead source. How do I segment all sources in Act-on to Direct traffic, PPC, referrals, etc. when I set up a form?-------------------------------------------
Original Message:
Sent: 03-08-2018 03:56
From: Scott Wallace
Subject: Lead source in forms
Thanks for the link @Linh Nguyen. I've had a look at your form and I can see where the issue is and you'll be glad to know that it is a really quick fix. In your url you have a URL parameter of utm_source and not leadsource as per the example Robert provided. So, when your form is looking in the url string it cannot find the parameter of leadsource and therefore it will not capture anything.
As an example, I've created a new hidden field on your form that looks like this:-
As you can see the URL parameter we're looking for is utm_source as per your URL string. When I enter my details into your form you can see that we now capture the pe component.
So, if you apply the url parameter as per my screen capture you should be able to get the details in your Lead Source field. Feel free to delete the hidden field I've created (I've left it there for you to see).
Let us know how you get on.
------------------------------
Scott Wallace
Act-On
------------------------------
Original Message:
Sent: 03-07-2018 14:31
From: Linh Nguyen
Subject: Lead source in forms
Thank you @Scott Wallace, here is the link https://marketing.rakutensl.com/acton/media/33518/multichannel-selling-strategy-platforms-vs-partners?utm_source=pe&utm_campaign=email
------------------------------
Linh Nguyen
Rakuten Super Logistics
Original Message:
Sent: 03-06-2018 08:28
From: Scott Wallace
Subject: Lead source in forms
Hi @Linh Nguyen
Do you have a sample URL that we can use to test it with please?
------------------------------
Scott Wallace
Act-On
Original Message:
Sent: 03-05-2018 17:53
From: Linh Nguyen
Subject: Lead source in forms
Hi Robert,
I followed your instruction but it did not work. The lead source and _Refferer fields are both empty.
Original Message:
Sent: 01-30-2018 13:02
From: Robert Kohnke
Subject: Lead source in forms
Hi @Michelle Lopez,
Capturing Lead Source on your forms can be handled in a few different ways.
The two that we use internally are as follows: (Note: Both examples are using the Labs form composer. If you are using Classic forms, you can reference this University article to capture URL parameters)
1. Statically - If your Form is only going to be found in a single location, and only needs a single Lead Source attributed to it, then you can create a hidden field on your Form and have that set as the default value. (Example: You have a Webinar Sign-Up Form on your website, and have the Lead Source set to 'Website')
2. Dynamically - This is the more common use case, in which you need to attribute a variety of dynamically populated Lead Sources based on where the Form's submitter originally came from. In this case, you can create the same hidden field as above, but instead of setting a default value, you can use the 'Grab URL Parameter' option to populate the Lead Source field with a URL parameter.
In this example, you would append the 'LeadSource' URL parameter to the link that leads to your form, so that the Act-On Form can read that URL parameter and populate the hidden field with that information.
Example URL: https://www.act-on.com/resources/rethink-marketing-automation-ebook/?LeadSource=Web
If you have a specific example that you would like some help, feel free to post information here and I will be happy to help you figure out your specific use case.
Have a great day and Happy Marketing!
------------------------------
Robert Kohnke
Marketing Automation Specialist - Certified Strategist, Act-On Software, Inc.
Original Message:
Sent: 01-29-2018 12:37
From: Michelle Lopez
Subject: Lead source in forms
Does anyone know where I can add the lead source when users fill out a form? ex: google, bing, yahoo, PPC etc
THANKS!
------------------------------
Michelle Lopez
Marketing Coordinator, Global Learning Systems LLC
------------------------------
I have the same question as you had a few months ago. Did you manage to find an answer on what we need to create in Act-on order to populate the Lead Source on salesforce?
From my understanding there are 2 points: First touch attribution when someone give us their email address by submitting a form (when he/she interacts with the company for first time) and after when the lead might be part of other marketing initiatives.
So for the multitouch interaction we are using hidden fields on the forms?
But what do we actually need to build in order to track the ROI and understanding the first touch point of interaction, the initial source of the lead?
Thanks so much to anyone able to help.
Jenny
------------------------------
Jenny Stancheva
------------------------------
-------------------------------------------
Original Message:
Sent: 03-12-2018 16:59
From: Linh Nguyen
Subject: Lead source in forms
@Scott Wallace Thank you so much for taking your time on this issue. I truly appreciate it. Can I ask you for a huge favor?
I was hoping you can help me with one more questions about lead source. How do I segment all sources in Act-on to Direct traffic, PPC, referrals, etc. when I set up a form?
Original Message:
Sent: 03-08-2018 03:56
From: Scott Wallace
Subject: Lead source in forms
Thanks for the link @Linh Nguyen. I've had a look at your form and I can see where the issue is and you'll be glad to know that it is a really quick fix. In your url you have a URL parameter of utm_source and not leadsource as per the example Robert provided. So, when your form is looking in the url string it cannot find the parameter of leadsource and therefore it will not capture anything.
As an example, I've created a new hidden field on your form that looks like this:-
As you can see the URL parameter we're looking for is utm_source as per your URL string. When I enter my details into your form you can see that we now capture the pe component.
So, if you apply the url parameter as per my screen capture you should be able to get the details in your Lead Source field. Feel free to delete the hidden field I've created (I've left it there for you to see).
Let us know how you get on.
------------------------------
Scott Wallace
Act-On
Original Message:
Sent: 03-07-2018 14:31
From: Linh Nguyen
Subject: Lead source in forms
Thank you @Scott Wallace, here is the link https://marketing.rakutensl.com/acton/media/33518/multichannel-selling-strategy-platforms-vs-partners?utm_source=pe&utm_campaign=email
------------------------------
Linh Nguyen
Rakuten Super Logistics
Original Message:
Sent: 03-06-2018 08:28
From: Scott Wallace
Subject: Lead source in forms
Hi @Linh Nguyen
Do you have a sample URL that we can use to test it with please?
------------------------------
Scott Wallace
Act-On
Original Message:
Sent: 03-05-2018 17:53
From: Linh Nguyen
Subject: Lead source in forms
Hi Robert,
I followed your instruction but it did not work. The lead source and _Refferer fields are both empty.
Original Message:
Sent: 01-30-2018 13:02
From: Robert Kohnke
Subject: Lead source in forms
Hi @Michelle Lopez,
Capturing Lead Source on your forms can be handled in a few different ways.
The two that we use internally are as follows: (Note: Both examples are using the Labs form composer. If you are using Classic forms, you can reference this University article to capture URL parameters)
1. Statically - If your Form is only going to be found in a single location, and only needs a single Lead Source attributed to it, then you can create a hidden field on your Form and have that set as the default value. (Example: You have a Webinar Sign-Up Form on your website, and have the Lead Source set to 'Website')
2. Dynamically - This is the more common use case, in which you need to attribute a variety of dynamically populated Lead Sources based on where the Form's submitter originally came from. In this case, you can create the same hidden field as above, but instead of setting a default value, you can use the 'Grab URL Parameter' option to populate the Lead Source field with a URL parameter.
In this example, you would append the 'LeadSource' URL parameter to the link that leads to your form, so that the Act-On Form can read that URL parameter and populate the hidden field with that information.
Example URL: https://www.act-on.com/resources/rethink-marketing-automation-ebook/?LeadSource=Web
If you have a specific example that you would like some help, feel free to post information here and I will be happy to help you figure out your specific use case.
Have a great day and Happy Marketing!
------------------------------
Robert Kohnke
Marketing Automation Specialist - Certified Strategist, Act-On Software, Inc.
Original Message:
Sent: 01-29-2018 12:37
From: Michelle Lopez
Subject: Lead source in forms
Does anyone know where I can add the lead source when users fill out a form? ex: google, bing, yahoo, PPC etc
THANKS!
------------------------------
Michelle Lopez
Marketing Coordinator, Global Learning Systems LLC
------------------------------
This might be even a quick fix, I am probably over-complicating it?
Thanks
------------------------------
Jenny Stancheva
------------------------------
-------------------------------------------
Original Message:
Sent: 10-03-2018 12:41
From: Jenny Stancheva
Subject: Lead source in forms
Hi @Linh Nguyen
I have the same question as you had a few months ago. Did you manage to find an answer on what we need to create in Act-on order to populate the Lead Source on salesforce?
From my understanding there are 2 points: First touch attribution when someone give us their email address by submitting a form (when he/she interacts with the company for first time) and after when the lead might be part of other marketing initiatives.
So for the multitouch interaction we are using hidden fields on the forms?
But what do we actually need to build in order to track the ROI and understanding the first touch point of interaction, the initial source of the lead?
Thanks so much to anyone able to help.
Jenny
------------------------------
Jenny Stancheva
------------------------------
Original Message:
Sent: 03-12-2018 16:59
From: Linh Nguyen
Subject: Lead source in forms
@Scott Wallace Thank you so much for taking your time on this issue. I truly appreciate it. Can I ask you for a huge favor?
I was hoping you can help me with one more questions about lead source. How do I segment all sources in Act-on to Direct traffic, PPC, referrals, etc. when I set up a form?
Original Message:
Sent: 03-08-2018 03:56
From: Scott Wallace
Subject: Lead source in forms
Thanks for the link @Linh Nguyen. I've had a look at your form and I can see where the issue is and you'll be glad to know that it is a really quick fix. In your url you have a URL parameter of utm_source and not leadsource as per the example Robert provided. So, when your form is looking in the url string it cannot find the parameter of leadsource and therefore it will not capture anything.
As an example, I've created a new hidden field on your form that looks like this:-
As you can see the URL parameter we're looking for is utm_source as per your URL string. When I enter my details into your form you can see that we now capture the pe component.
So, if you apply the url parameter as per my screen capture you should be able to get the details in your Lead Source field. Feel free to delete the hidden field I've created (I've left it there for you to see).
Let us know how you get on.
------------------------------
Scott Wallace
Act-On
Original Message:
Sent: 03-07-2018 14:31
From: Linh Nguyen
Subject: Lead source in forms
Thank you @Scott Wallace, here is the link https://marketing.rakutensl.com/acton/media/33518/multichannel-selling-strategy-platforms-vs-partners?utm_source=pe&utm_campaign=email
------------------------------
Linh Nguyen
Rakuten Super Logistics
Original Message:
Sent: 03-06-2018 08:28
From: Scott Wallace
Subject: Lead source in forms
Hi @Linh Nguyen
Do you have a sample URL that we can use to test it with please?
------------------------------
Scott Wallace
Act-On
Original Message:
Sent: 03-05-2018 17:53
From: Linh Nguyen
Subject: Lead source in forms
Hi Robert,
I followed your instruction but it did not work. The lead source and _Refferer fields are both empty.
Original Message:
Sent: 01-30-2018 13:02
From: Robert Kohnke
Subject: Lead source in forms
Hi @Michelle Lopez,
Capturing Lead Source on your forms can be handled in a few different ways.
The two that we use internally are as follows: (Note: Both examples are using the Labs form composer. If you are using Classic forms, you can reference this University article to capture URL parameters)
1. Statically - If your Form is only going to be found in a single location, and only needs a single Lead Source attributed to it, then you can create a hidden field on your Form and have that set as the default value. (Example: You have a Webinar Sign-Up Form on your website, and have the Lead Source set to 'Website')
2. Dynamically - This is the more common use case, in which you need to attribute a variety of dynamically populated Lead Sources based on where the Form's submitter originally came from. In this case, you can create the same hidden field as above, but instead of setting a default value, you can use the 'Grab URL Parameter' option to populate the Lead Source field with a URL parameter.
In this example, you would append the 'LeadSource' URL parameter to the link that leads to your form, so that the Act-On Form can read that URL parameter and populate the hidden field with that information.
Example URL: https://www.act-on.com/resources/rethink-marketing-automation-ebook/?LeadSource=Web
If you have a specific example that you would like some help, feel free to post information here and I will be happy to help you figure out your specific use case.
Have a great day and Happy Marketing!
------------------------------
Robert Kohnke
Marketing Automation Specialist - Certified Strategist, Act-On Software, Inc.
Original Message:
Sent: 01-29-2018 12:37
From: Michelle Lopez
Subject: Lead source in forms
Does anyone know where I can add the lead source when users fill out a form? ex: google, bing, yahoo, PPC etc
THANKS!
------------------------------
Michelle Lopez
Marketing Coordinator, Global Learning Systems LLC
------------------------------
We have a Revenue Attribution Report Overview article that covers how to set up the report. Does that cover what you are looking to achieve?
Thanks!
------------------------------
Chris Apgar
Customer Experience Manager, Act-On Software, Inc.
------------------------------
-------------------------------------------
Original Message:
Sent: 10-03-2018 13:03
From: Jenny Stancheva
Subject: Lead source in forms
I played a little with the campaigns and discovered exactly what I need. Do somebody know how to make this report to populate with data that we already have in Act-on but we just need to assign it to every contact and every marketing asset.
This might be even a quick fix, I am probably over-complicating it?
Thanks
------------------------------
Jenny Stancheva
------------------------------
Original Message:
Sent: 10-03-2018 12:41
From: Jenny Stancheva
Subject: Lead source in forms
Hi @Linh Nguyen
I have the same question as you had a few months ago. Did you manage to find an answer on what we need to create in Act-on order to populate the Lead Source on salesforce?
From my understanding there are 2 points: First touch attribution when someone give us their email address by submitting a form (when he/she interacts with the company for first time) and after when the lead might be part of other marketing initiatives.
So for the multitouch interaction we are using hidden fields on the forms?
But what do we actually need to build in order to track the ROI and understanding the first touch point of interaction, the initial source of the lead?
Thanks so much to anyone able to help.
Jenny
------------------------------
Jenny Stancheva
Original Message:
Sent: 03-12-2018 16:59
From: Linh Nguyen
Subject: Lead source in forms
@Scott Wallace Thank you so much for taking your time on this issue. I truly appreciate it. Can I ask you for a huge favor?
I was hoping you can help me with one more questions about lead source. How do I segment all sources in Act-on to Direct traffic, PPC, referrals, etc. when I set up a form?
Original Message:
Sent: 03-08-2018 03:56
From: Scott Wallace
Subject: Lead source in forms
Thanks for the link @Linh Nguyen. I've had a look at your form and I can see where the issue is and you'll be glad to know that it is a really quick fix. In your url you have a URL parameter of utm_source and not leadsource as per the example Robert provided. So, when your form is looking in the url string it cannot find the parameter of leadsource and therefore it will not capture anything.
As an example, I've created a new hidden field on your form that looks like this:-
As you can see the URL parameter we're looking for is utm_source as per your URL string. When I enter my details into your form you can see that we now capture the pe component.
So, if you apply the url parameter as per my screen capture you should be able to get the details in your Lead Source field. Feel free to delete the hidden field I've created (I've left it there for you to see).
Let us know how you get on.
------------------------------
Scott Wallace
Act-On
Original Message:
Sent: 03-07-2018 14:31
From: Linh Nguyen
Subject: Lead source in forms
Thank you @Scott Wallace, here is the link https://marketing.rakutensl.com/acton/media/33518/multichannel-selling-strategy-platforms-vs-partners?utm_source=pe&utm_campaign=email
------------------------------
Linh Nguyen
Rakuten Super Logistics
Original Message:
Sent: 03-06-2018 08:28
From: Scott Wallace
Subject: Lead source in forms
Hi @Linh Nguyen
Do you have a sample URL that we can use to test it with please?
------------------------------
Scott Wallace
Act-On
Original Message:
Sent: 03-05-2018 17:53
From: Linh Nguyen
Subject: Lead source in forms
Hi Robert,
I followed your instruction but it did not work. The lead source and _Refferer fields are both empty.
Original Message:
Sent: 01-30-2018 13:02
From: Robert Kohnke
Subject: Lead source in forms
Hi @Michelle Lopez,
Capturing Lead Source on your forms can be handled in a few different ways.
The two that we use internally are as follows: (Note: Both examples are using the Labs form composer. If you are using Classic forms, you can reference this University article to capture URL parameters)
1. Statically - If your Form is only going to be found in a single location, and only needs a single Lead Source attributed to it, then you can create a hidden field on your Form and have that set as the default value. (Example: You have a Webinar Sign-Up Form on your website, and have the Lead Source set to 'Website')
2. Dynamically - This is the more common use case, in which you need to attribute a variety of dynamically populated Lead Sources based on where the Form's submitter originally came from. In this case, you can create the same hidden field as above, but instead of setting a default value, you can use the 'Grab URL Parameter' option to populate the Lead Source field with a URL parameter.
In this example, you would append the 'LeadSource' URL parameter to the link that leads to your form, so that the Act-On Form can read that URL parameter and populate the hidden field with that information.
Example URL: https://www.act-on.com/resources/rethink-marketing-automation-ebook/?LeadSource=Web
If you have a specific example that you would like some help, feel free to post information here and I will be happy to help you figure out your specific use case.
Have a great day and Happy Marketing!
------------------------------
Robert Kohnke
Marketing Automation Specialist - Certified Strategist, Act-On Software, Inc.
Original Message:
Sent: 01-29-2018 12:37
From: Michelle Lopez
Subject: Lead source in forms
Does anyone know where I can add the lead source when users fill out a form? ex: google, bing, yahoo, PPC etc
THANKS!
------------------------------
Michelle Lopez
Marketing Coordinator, Global Learning Systems LLC
------------------------------
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