Lead Source Best Prictices

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MichalSchreiber
Participant

Hi, we're now starting to use a customized "lead source" field as a contact property.

I wonder what type of sources are being used. 

 

Specifically, do you separate between acquisition channels (PPC, SEO, etc.) to the website form (webinar registration, whitepaper, demo request, etc.). If someone comes to the website via PPC ad and submits a demo request, what would be his source?

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Accepted Solutions
MFrankJohnson
Solution
Thought Leader

You'll want to consult the built-in HubSpot source properties before attempting to build your own customized lead sources. Also, be careful when naming your custom contact property as names like 'Lead source' may be used by other major HubSpot integrations -- namely Salesforce.

- see Understand 'Original source drill-down' properties

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

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MFrankJohnson
Solution
Thought Leader

You'll want to consult the built-in HubSpot source properties before attempting to build your own customized lead sources. Also, be careful when naming your custom contact property as names like 'Lead source' may be used by other major HubSpot integrations -- namely Salesforce.

- see Understand 'Original source drill-down' properties

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

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MichalSchreiber
Participant

Thanks, but the original lead source fields are company properties, I'm trying to create a lead source on the contact level. 

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MFrankJohnson
Thought Leader

"Original source drill-down 1 and Original source drill-down 2 are two analytics properties included on every HubSpot contact record."

(cite: original source)

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

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Aakar
Key Advisor

Hi @MichalSchreiber

 

First thing, I would suggest using the smart forms (based on the source). It'll be helpful when you promote a single landing page in multiple channels. For example: If someone comes via Organic search, you can pre-define the lead source to 'Oragnic' in the form. Here's an example of smart content. Here's the list of HubSpot supported sources. Please use the standard utm_source & utm_medium as mentioned on that page.

 

In your case, I'd suggest drilling down the original source and auto-populate the lead source using the workflows. For example: a user lands on your website via Organic search. (Original source: Organic) And then user visits your demo page. (your page source becomes Direct). In these cases, workflows become a handy tool. Your Workflows will look like this: Change the lead source to organic, if Original source = Organic but the lead source is Direct and so on. Let me know if you need help understanding these.

 

Thanks. 

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
thisisdatis
Contributor

Hey Aakar,

 

Do you know a way of tracking lead source when someone has visited multiple pages on a site - IE: They land on a page (paramater is passed through PPC), however, they navigate through multiple pages before submitting the form. 

 

Is there a way to pass that parameter all the way to the form? 

 

Thanks. 

0 Upvotes
Aakar
Key Advisor

Hey @thisisdatis 

 

You can do it with the workflows using the original source.

 

Use Original source = Paid Search as a starting condition. Contact has filled out any form submission on any page and the original source is paid search.

 

Then, simply set a contact property to PPC (Paid Search) or anything you want in the next step. 

 

Thanks.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost