How to Assign Source Values to Leads

Purpose

This article outlines effective methods to ensure leads are correctly tagged with their source in HeavySet Tech.

1 Share a URL with a Source Parameter

Distribute a URL that includes the source parameter whenever sharing links to pages containing HeavySet Tech forms:

https://www.example.com/?source=Source+Here&sourceType=SourceType+Here

This method works for any page embedding a HeavySet Tech form. For more detailed guidance, refer to the How to Use URL Parameters to Specify Lead Source and Source Type article.

2 Pass Source Through an Embedded iframe

If your site embeds the HeavySet scheduler using JavaScript, you can specify the source using either of these methods:

Using injectHeavySetIframe method:

window.injectHeavySetIframe(
  '12345678-1234-1234-1234-123456789abc',
  'iframeContainer',
  'width: 780px; max-width: 100%; height:450px; border: none;',
  'Source Here',
  'SourceType Here',
);

Using authHeavySetIframe method:

window.authHeavySetIframe(
  '12345678-1234-1234-1234-123456789abc',
  'iframeContainer',
  'Source Here',
  'SourceType Here',
);

Note: If a source parameter is present in the URL (from method 1), it will take priority and override the default source provided here.

If no source parameter is specified, sources such as "google", "bing.com", "duckduckgo.com" may be recorded. You can later map these to a desired source.

3 Map Unidentified Traffic

Leads without an identifiable referrer default to the source website. To map these to a more accurate source:

• Visit the Form Activity Audits.
• Change the upper-left drop-down labeled View Type to Form Views.
• Review the "SOURCE" column to identify traffic sources.
• Configure mappings on the Attribution Mapping Page.

For detailed guidance, refer to the Using Source Mapping in HeavySet article.

4 Manually Select the Source

Lead takers can manually choose the appropriate source directly within the form. This is particularly useful for face-to-face appointment settings like trade shows or events.

To enable the Source Selector:

• Visit Form Style Settings.
• Check the box labeled Source Selector.
• Click Submit to save the changes

Special Note for Google Ads

If you're running Google Ads:

• Append source parameters (e.g., source=googlePPC) to your ad URLs.
• Deploy Google Ads conversion tracking according to the HeavySet Google Conversion Tracking Guide.
• Track conversions for both form submissions and appointment bookings. Obtain the required Conversion IDs and Labels from your Google Ads team.

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Summary

• Automated methods: URL parameters and iframe integration.
• Fallback methods: Traffic mapping and manual source selection.

Use these methods individually or combined to maintain accurate and consistent lead reporting.