CRM

malekt
Membro

Incorrect Original Source

Hi,

 

I am using free CRM at the moment.

 

I have added a chatflow to my website and integrated Facebook Messenger to hubspot, i also have a contact from (Contact Form 7)

 

I am getting the following as the Original source:

 

Contact Form

Original Source: Social Media
Original Source drill down 1: YouTube

 

Live Chat

Original Source: Social Media
Original Source drill down 1: YouTube

 

Facebook Chat

Original Source: Offline Sources
Original Source drill down 1: SOCIAL

Original Source drill down 2: FacebookMessenger

 

how do i fix these to get the correct source for the lead?

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1 Resposta 1
MFrankJohnson
Autoridade no assunto

Incorrect Original Source

Hare are some great resources that go into detail about the the HubSpot original source properties:

 

The Original source properties are filled by HubSpot Analytics tools based on the URL's contact's come from and whatever cookied information may be available. This resource will describe circumstances under which original source may be populated as 'Offline Sources' and speaks directly to the use cases you describe.

 

It should also be noted that the cookie information available at the time of conversion can have a HUGE impact on the resulting Original source property in HubSpot. One example would be of a visitor who HubSpot can identify as having originally arrived on your HubSpot tracked page from a Google search result. If that visitor is cookied by HubSpot in Jan (likely), then converts from that same cookied device on a HubSpot contact form after having clicked one of your LinkedIn posts in Feb, their original source will show 'Organic search' -- not 'Social media' (as one might expect)!

 

Finally, we have the option of changing the original source value in HubSpot when appropriate. However, we'd recommend weilding that power with extreme caution -- see change original source value. (important)

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com