Reporting & Analytics

Yogeshwari_m
Participant

Forms tracking

SOLVE

i have created a hubspot form and shared it on my website. While tracking down the form it is giving direct traffic to that website, but i am sure that it is not a famous website and people are not directly coming to it, they are either searching some keyword thats bringing them to our page or are reffered by other pages. how can i track the original source of the lead in this case.
please provide me with exact steps.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Forms tracking

SOLVE

@Yogeshwari_m the UTM builder and the traffic analytics do not affect the correct capture of source information.

 

UTM parameters are typically already appended to URLs, then captured by HubSpot's tracking code. You would only add utm parameters to pages you own and where HubSpot doesn't do this automatically.

 

In that case, you can also use this tracking URL builder: https://ga-dev-tools.google/campaign-url-builder/

 

Just make sure the parameters match what HubSpot is looking for: https://knowledge.hubspot.com/reports/understand-hubspots-traffic-sources-in-the-traffic-analytics-t...

 

The traffic analytics aren't any tool that captures but that visualizes what has been capture: https://knowledge.hubspot.com/reports/analyze-your-site-traffic-with-the-traffic-analytics-tool

 

However, all of the above is a side note and leading away from your original question.

 

Simply install the tracking code and make sure your cookie policy is all set up and HubSpot will take care of this for you.

 

https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code

https://knowledge.hubspot.com/privacy-and-consent/customize-your-cookie-tracking-settings-and-consen...

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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SalmanLatif
Member

Forms tracking

SOLVE

Hi @Yogeshwari_m,

Since you've requested 'exact steps', let me share precisely these.

The first thing you must do is to make sure you have set up and correctly configured your tracking in HubSpot. Here's how:

  1. Install the HubSpot Tracking Code on Your Website:

    • Ensure that the HubSpot tracking code is installed on every page of your website. This code is necessary for HubSpot to track visitors and their sources accurately.
    • You can find the tracking code in your HubSpot account under Settings > Tracking Code. Follow the instructions provided to add it to your website.

  2. Use UTM Parameters for Better Tracking:

    • UTM parameters are tags you can add to your URLs to help HubSpot identify the source of your traffic. When sharing links to your website, make sure to append UTM parameters to them.
    • You can create UTM links using HubSpot’s URL Builder available in Marketing > Campaigns > Tracking URL Builder.
  3. Enable Auto Tracking for Forms:

    • HubSpot automatically tracks the source of visitors who submit HubSpot forms. Ensure that your forms are set up correctly to capture this information.
    • In your HubSpot account, navigate to Marketing > Lead Capture > Forms. Select the form you want to edit, go to the Options tab, and ensure that the tracking settings are enabled.
  4. Check Original Source Data in Contacts:

    • HubSpot records the original source of each contact in the contact property called "Original Source". You can view this by navigating to Contacts and selecting a contact to view their details.
    • Look at the Original Source property to see where the contact originally came from (e.g., Organic Search, Referrals, Social Media).
  5. Create a Custom Report:

    • To get a comprehensive view of your lead sources, you can create a custom report in HubSpot.
    • Go to Reports > Reports and click on Create Custom Report. Select Single Object or Cross Object depending on your needs and use filters to include the Original Source property.
    • Add relevant properties and criteria to visualize and analyze where your leads are coming from.
  6. Analyze Traffic Sources in Analytics Tools:

    • Use HubSpot's traffic analytics tools to get a broader view of your website traffic sources. Navigate to Reports > Analytics Tools > Traffic Analytics.
    • Here, you can see a breakdown of your traffic by source, which can help you identify how visitors are finding your website.

I hope these steps can help you accurately track the source of the leads you are getting on your HubSpot form.

Yogeshwari_m
Participant

Forms tracking

SOLVE

Thankyou SalmanLatif for the detailed explanation. Its really helpful. 
i just need to ask few more questions here and it would be a great help if you could answer them as well.
1. is it necessary to have UTM builder, actually my current plan does not include campaign and i suppose that is the reason i am not get the option of UTM builder.
2. Also i see no option relating to Traffic Analytics , is it possible to get the lead sources without this option. Also can we show it in the dashboard or it can only be tracked by reports.

if you could reply to this it would be greatly appreciated.
thankyou in advance.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Forms tracking

SOLVE

@Yogeshwari_m the UTM builder and the traffic analytics do not affect the correct capture of source information.

 

UTM parameters are typically already appended to URLs, then captured by HubSpot's tracking code. You would only add utm parameters to pages you own and where HubSpot doesn't do this automatically.

 

In that case, you can also use this tracking URL builder: https://ga-dev-tools.google/campaign-url-builder/

 

Just make sure the parameters match what HubSpot is looking for: https://knowledge.hubspot.com/reports/understand-hubspots-traffic-sources-in-the-traffic-analytics-t...

 

The traffic analytics aren't any tool that captures but that visualizes what has been capture: https://knowledge.hubspot.com/reports/analyze-your-site-traffic-with-the-traffic-analytics-tool

 

However, all of the above is a side note and leading away from your original question.

 

Simply install the tracking code and make sure your cookie policy is all set up and HubSpot will take care of this for you.

 

https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code

https://knowledge.hubspot.com/privacy-and-consent/customize-your-cookie-tracking-settings-and-consen...

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Forms tracking

SOLVE

Hi @Yogeshwari_m,

 

Source tracking requires an installed HubSpot tracking code as well as accepted cookies:

https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code

https://knowledge.hubspot.com/privacy-and-consent/customize-your-cookie-tracking-settings-and-consen...

 

Once you've set this up, you should see original sources being tracked correctly.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Yogeshwari_m
Participant

Forms tracking

SOLVE

thankyou Karstenkoehler for the response. i have added the tracking code in the script but its still showing the lead as dirrect traffic, though it is within another website and i have navigated to that form via it, so its definitely not direct traffic. 
is there any other suggestion that could solve my error.
thankyou 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Forms tracking

SOLVE

@Yogeshwari_m have you checked in your browser console whether the tracking code is loaded correctly? Have you looked into the cookie policy? How exactly are you testing?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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Yogeshwari_m
Participant

Forms tracking

SOLVE

yes i did. 
i was suggested that the reason i am getting this error of direct traffic is because the form is getting embedded inside an i-frame.
can you suggest me how to remove this i-frame.
i am writing the embed code of form in my wordpress file.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Forms tracking

SOLVE

@Yogeshwari_m that is very likely the reason, yes. Why don't you embed it following these steps? https://knowledge.hubspot.com/forms/how-can-i-share-a-hubspot-form-if-im-using-an-external-site

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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Yogeshwari_m
Participant

Forms tracking

SOLVE

I tried this and discovered that it isn't possible to remove the i-frame from wix forms, or wordpress forms. I am currently reffering to https://legacydocs.hubspot.com/docs/methods/forms/submit_form_v3_authentication .
But here i am facing the issue that i am unable to comprehend as to where exactly i am to write the code.
can you please explain this in detail/ stepwise.

Thankyou in advance

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Forms tracking

SOLVE

@Yogeshwari_m can you have a look at these steps? https://knowledge.hubspot.com/integrations/create-a-hubspot-form-in-wordpress

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes