You can attribute leads to the proper campaign with the customizable How Did You Hear About Us? field. HDYHAU uses behavior-tracking 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 like print ads and postcard mailings in SharpSpring. A drop-down for HDYHAU will only appear on a form for someone who has not been tracked through the web-based tracking code.
The following video will show you how to utilize the HDYHAU field in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Use the following steps to add the HDYHAU field. Scroll down or click for the Add the HDYHAU field to Forms. Forms section.
Add the HDYHAU field to Campaigns
Step One: On the toolbar, hover over Analytics, then in the drop-down, click Campaigns.
Step Two: On the left-side panel, next to Campaigns, click the Options Gear, then select Manage Campaigns.
Step Three: Select the campaign you want to edit and display in the HDYHAU drop-down.
On the right side, click the Options Gear then click Edit Campaign.
Step Four: Scroll down to the bottom of the page and locate the How Did You Hear About Us? section.
- On the first drop-down, select Yes or No to determine whether this campaign component is listed in the How Did You Hear About Us? question in a form.
It 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.
- In the Alternative Display Name field, you can type a name for this campaign when it is listed publicly in the drop-down question in forms. Otherwise, the default campaign name is displayed.
Step Five: On the bottom right, click Save Changes. This campaign will now appear as a drop-down option on forms only if a user filling it out is not automatically tracked.
Add the HDYHAU field to Forms
Step One: On the toolbar, hover over Content, then on the drop-down, click Forms.
Step Two: On the left-side panel, next to Forms, click the Options Gear, then on the drop-down, click How did you hear about us?.
Here you can manage the campaigns you want to appear on forms. In the How Did You Hear About Us? section, next to Display? click the checkbox. Any selections you make will appear in the HDYHAU drop-down of forms.
TIP! On the right side of the page, you can add Organic Sources by checking the box next to the desired selection.
Step Four: On the toolbar, click Content, then click Forms to return to the Form Insights page.
On the left panel under Most Active select a form or type in the Filter Forms field to search active forms.
Step Five: Once you have selected a form, on the top right side, click Options, then on the drop-down, select Edit Form.
Step Six: On the Fields tab, click the checkbox next to Ask “How Did You Hear About Us?” at the end, then scroll to the bottom of the page right and click Save Changes.
NOTE: The order of the Campaign options in the HDYHAU field are automatically randomized to ensure consistent selection of these options.