You can attribute leads to campaigns with the customizable How Did You Hear About Us? field. This article will provide information on adding this field to forms.
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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Enabling the Field
The How Did You Hear About Us? field tracks behavior to only appear for leads that are not automatically tracked through web-based tracking. This is useful for measuring the success of non-digital marketing campaigns, such as print ads and postcard mailings in SharpSpring. A drop-down menu for the field will only appear on a form for someone who has not been tracked through the web-based tracking code.
To enable the How Did You Hear About Us? field, do the following:
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Note: Any selections you make will appear in the How Did You Hear About Us? form drop-down menu.
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Adding the Field to Forms
To add the How Did You Hear About Us? field to forms, do the following:
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The order of the campaign options in the How Did You Hear About Us? field are automatically randomized to ensure consistent selection of these options.
Adding the Field to Campaigns
You can configure a campaign to appear as a drop-down option on forms, but only if a user filling it out is not automatically tracked. To add the How Did You Hear About Us? field to campaigns, do the following:
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Note: The campaign component checkbox will only appear in the rare event that SharpSpring does not automatically track where the user filling out the form came from, and when the form has the checkbox selected Ask “How Did You Hear About Us?” at the end.
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