How to Look Up Form Attribution

How to Look Up Form Attribution

Form attribution helps you understand which channels or sources are driving your leads, enabling you to optimize your marketing strategies effectively. Here's a step-by-step guide on how to access and analyze form attribution data:

Steps to Access Form Attribution

1. Navigate to the Forms Tab:

• Go to Sites > Forms.

• You will see three options: Builder, Analyze, and Submissions.

• Builder: Create and edit forms.

• Analyze: View total submissions and filter by date range. Click on the "View Submissions" hyperlink for detailed data on each form.

• Submissions: Filter specific forms and search through submissions by various criteria like name or phone number. Review submission details, including URL, source, campaigns, and keywords.

2. Understand Attribution Data:

• First Attribution: This represents the initial interaction a contact had with your system. For example, filling out a "Contact Us" form.

• Latest Attribution: This shows the most recent interaction, such as a purchase made through a two-step order form after a previous form submission. Latest attribution updates with new interactions, while first attribution remains constant.

3. Locate Attribution Data in Submissions:

• Each form submission includes attribution details such as source, referrer, URL, and UTM parameters.

• To view this data, go to the Submissions tab and check the attribution details for each submission.

4. Locate Attribution Data in Contact Details:

• For first and latest attribution data:

  • Go to Contacts.

  • Select a contact record.

  • Find the attribution data in the bottom right column under the Activity tab.

Different Attribution Sources

Attribution sources help identify where your leads come from. Common sources include:

• Paid Search: From paid campaigns like Google Ads, identified by UTM parameters or tracking codes.

• Paid Social: From social media ads, marked by UTM parameters related to social platforms.

• Direct Traffic: Users who enter the URL directly or clear query parameters.

• Organic Search: Non-paid search engine results.

• Social Media: Traffic from social media platforms, excluding paid ads.

• Referrals: External sites linking to yours, not including social or search engines.

• Others: Leads from various sources like calls, SMS, or WhatsApp.

• CRM UI: Leads created manually within the CRM.

• Third-Party: Leads from tools like Zapier.

Determining Attribution Source:

• UTM Parameters: Help categorize traffic based on URL parameters.

• Referring Domain: Identifies the source of traffic, like search engines or social media.

• Cookies and Tracking URLs: Track user interactions over time for accurate attribution.

Events Recording Attribution

Attribution data is recorded for actions within the same session:

• Form/Survey Submission

• Calendar Booking Submission

• Chat Widget Interaction (post contact info submission)

• Order Form Submission (one or two-step)

Ensure these actions occur on forms, surveys, calendars, chat widgets, and order forms within the CRM for detailed attribution tracking.

How to Find a Form Attribution

If you need to analyze data submitted through forms, follow these steps:

Step 1: Navigate to Forms, where you'll see three tabs: Editor, Analyze, and Submissions.

Editor: Create and edit forms.

Analyze: View total submissions and adjust the date range. Scroll down on Forms to see the list of

forms and the number of submissions. Click "View Submissions" for details on each form.

Submissions: Select a form and search for submissions by name, phone, etc. Review the URL, source, campaigns, and other details associated with each submission.

By following these instructions, you can effectively analyze form attribution data, gaining insights into your marketing efforts and improving your lead generation strategies.

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