How to Use URL Parameters to Specify Lead Source and Source Type in Appointment Scheduling (For All Users)

Introduction

This guide explains how to use URL parameters to pass the source and sourceType values when scheduling appointments through the HeavySet Tech platform. By specifying these parameters in the URL, you can dynamically assign lead sources and types, which is especially useful for tracking the effectiveness of marketing campaigns or specific referral sources.

Prerequisites

• Basic understanding of URL manipulation.

Steps

1. Specify source and sourceType in the URL

When directing users to your scheduling page, you can append the source and sourceType parameters directly to the URL.

⚠️ A source parameter value is cached for an hour. Use an incognito window when testing URLs with different source parameters.

• Base Scheduling URL:

https://scheduling.yourcompany.com/

• Modified URL with Parameters:

https://scheduling.yourcompany.com/?source=YourSourceName&sourceType=YourSourceType

• Example:

https://scheduling.yourcompany.com/?source=Sun%20Room%20Demo&sourceType=Show%20Room

• In this example:
  • source is Sun Room Demo
  • sourceType is Show Room
• Important: If your source or sourceType contains spaces or special characters, make sure to URL-encode them. For example, a space becomes %20 .

2. Understand Parameter Priority

• The values specified in the URL parameters take priority over any other methods of passing source and sourceType values, such as embedded scripts.
• If both the URL parameters and embedded script values are provided, the system will use the URL parameters.
• This allows for more flexible and dynamic assignment of lead sources based on the entry point URL.

3. Optional: Passing Parameters Through Embedded Script

If you prefer to pass the source and sourceType via the embedded script on your website, you can do so by modifying the HeavySet Code Embed.

• Sample Code Embed:

<div id="iframeContainer"></div>
<script>
  var script = document.createElement('script');
  script.src = "https://cdn.heavyset.tech/iframe-loader.min.js";
  script.onload = function() {
    window.injectHeavySetIframe(
      'your-form-api-token-id',
      'iframeContainer',
      'width: 780px; max-width: 100%; height: 780px; border: none;',
      'YourSourceName',
      'YourSourceType'
    );
  };
  document.body.appendChild(script);
</script>

• Replace 'YourSourceName' and 'YourSourceType' with your desired values.
• Note: Even if you pass these values through the script, the URL parameters will override them if they are present.

Summary

By following these steps, you can effectively use URL parameters to specify the source and sourceType for appointments scheduled through your HeavySet Tech platform. This method offers a straightforward way to track the origin of your leads and adjust your marketing strategies accordingly.

 

If you’re not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.