I’m sending paid Facebook traffic to an IS order form - how can I assign any of that traffic to a specific lead source? I’ve seen others talking about how to do it with a form where you append the Lead Source id to the end of the destination URL, but not sure how that might work with IS order forms.
Yeah this is a common issue as Infusionsoft order forms don’t have the same lead source capturing capabilities as regular opt-in forms.
The URL parameter method you mentioned (appending the Lead Source ID) works for regular Infusionsoft forms, but order forms handle lead source assignment differently. You’d need to create separate order forms for each traffic source and manually assign lead sources to each one in the campaign builder, which gets unwieldy fast.
A better approach is to capture the attribution data with each order form submission and then use that data to update the lead source in Infusionsoft. Tools like Attributer can help with this. They capture UTM parameters and other attribution data (like the fact someone came from Paid Social) when visitors first land on your site, store it in a cookie, and then write it into hidden fields on your order form when it’s submitted.
You’d add hidden fields to your order form for things like Channel (which would show “Paid Social”), Channel Drilldown 1 (which would show “Facebook”), Campaign Name, etc. Then you can use Infusionsoft’s campaign builder or a tool like Zapier to automatically assign the appropriate lead source based on that data.
As a bonus, you also get attribution data on customers who come from organic channels (Organic Search, Direct Traffic, etc.) which don’t have UTM parameters.
You could also write some custom JavaScript to capture the UTMs and pass them through yourself, but that requires ongoing maintenance as browsers and Infusionsoft update their systems.