Hey team! Curious if anyone else has run into this and if there’s anything on the roadmap to address it.
We have a lot of sources, and those sources come from a variety of forms — IDX registrations, seller forms, career applications, relocation guides, etc. The problem is that many of these share the same referrer (e.g., google.com), so the referrer field alone doesn’t tell us which form they actually came from.
Right now we’re going in at the end of each month and manually mapping leads to their correct source, which with our lead volume takes a while.
Would love to see a “Set Source” action added to Automations v3 so we could handle this at the point of submission — something like:
Career form submitted → Source = “Career Form”
IDX registration → Source = “IDX Registration”
Relocation guide form → Source = “Relocation Guide”
Does this make sense? Anyone else dealing with this? Would be a big quality of life improvement for teams running multiple lead funnels.
Hey Spencer, that’s not really what “source” is for (i.e., reporting on which form they filled out) since Source refers specifically to “where the traffic originated from.” not “which form they filled out”
Now, I’m not sure if you are aware - but all standrad forms automatically map to a group (you don’t have to do anything there) and so when a lead fills out an IDX form for instance, it goes into that group.
The point being, you already have an easy report to run based on what forms were submitted without using Source.
Also it really wouldn’t work well the way you’re thinking of it, since a lot of folks over time fill out many forms, and you can’t have multiple “sources”
So you can easily search using query engine for "Group = “Registration Form” and then mass assign to a source at the end of the day, week, month (if you really wanted to, but not sure that makes sense to me as per above),
HOWEVER - your question does bring up a really easy win for automations that I’m going to ping @FernandoOrtiz and team about and that is adding as an “action” add to source.
That way, if you really wanted to, you could use the filters in automations group = whatever and trigger like “new lead”
So you could do “If trigger = new lead, and group = registration form > assign to source x”
Fernando, can you put adding assign source to actions on the R & D list?
Thank you @Morgan for the detailed reply! I want to apologize as I don’t think I explained my use case very well in the original post.
I understand what you mean on Source not being the same as Group, and that Referrer is the technical traffic origin. That part makes sense.
Where I think I caused confusion was that I was looking at it more from the reporting side than the form side. I just used the form as the example as that was the easiest without diving into specifics.
On our end, we are wanting to use the Sources section in the backend pretty heavily for attribution/conversion reporting since it rolls up so nicely being able to see leads, spend, CPL, deals, commission, cost per deal, ROI, etc.
Because of that, I was thinking about Source more as a reporting bucket than purely just a traffic-origin field.
So my original example around career forms probably was not the best way for me to frame it.
What I was trying to get at is that we can have multiple leads with the same referrer, but still want them categorized differently for reporting purposes depending on the path or intent that brought them in. Group definitely helps on the form/behavior side, but we still end up relying on Source in the backend reporting view.
So the request was really less about “Source should equal form submitted” and more about whether it would be possible to automate source assignment for reporting purposes at the time of lead creation/submission, instead of manually cleaning that up later.
Hopefully that explains my question a little better I should have clarified that more in the original post!
I get it - you want to be more granular than source being just referrer since you may have “campaigns” to drive specific traffic to specific actions (landing pages, forms etc that can only be reach from that campaign lets say).
So you’re looking to add a different dimension:
You could do that pretty easily (requires 1 minor manual action)
Let’s say you create a smartlist: (or just a query)
Referrer = Google PPC
AND
Form = Custom Form for campaign.
That would give you the list of the leads you’re looking for.
Now for reporting purposes - since sources has a really cool feature that allows you to log budget for sources (or in this case campaigns) and once you log budget and attribute leads it does all sorts of calculations (CPL, CPA etc) what you would want to do is one a day, week or month (probably month to be honest) simply click select all on that smart list and mass assign (a single click) to a source you’ve created.
So in the above example I might create source called “PPC Custom Campaign”
Does that make sense?
Now … In the future, once we create the new automation action “assign to source”, which I proposed yesterday, you will then not even have to do the one click from smart list (or create the smart list at all) - you will be able to set it all up to do it automatically
