How to I get Infusionsoft to track our lead sources from our get a quote form on our website. This information is in the field titled “how did you hear about us” and it is currently set up as text format. IS is currently assigning my website as the lead source even though the user filling out the form selects “Google” as how they heard of us. I did read about the tracking code and it has been installed on my website. What I am reading is that this code allows tracking of these leads. But, I just did another test to see what it would do and it is still showing my website as the lead source. I hope that the only way to capture this is not for us to do it manually.
It sounds like you’ve got the Infusionsoft tracking code installed, but you’re still seeing your website domain as the lead source rather than the actual source (like Google) that brought people there.
The issue is likely that Infusionsoft’s automated lead source detection isn’t capturing the true source of your traffic. When someone finds you on Google, clicks through to your site, and then fills out your form, Infusionsoft often just sees the form submission coming from your website rather than recognizing that the visitor originally came from Google.
The “How did you hear about us” dropdown is useful, but it relies on users to manually select the right option, and many people either skip it or select something inaccurate.
A better approach is to automatically capture the lead source data when someone first lands on your site and then pass it through with the form submission. You can write custom JavaScript to do this yourself, or there are tools like Attributer.io that handle it automatically. They capture UTM parameters from your ads, plus information about organic visitors (like people who found you through Google search, Facebook, direct traffic, etc.) and write that data into hidden fields on your forms. This way the actual lead source flows into Infusionsoft with each new contact, regardless of what they select in your dropdown.
You’d ultimately be able to see in InfusionSoft where each lead came from (I.e. Paid Search, Paid Social, Organic Search, etc) as well as further detail on each channel (like the campaign, ad, keyword, etc).
You could keep the “How did you hear about us” field as a secondary data point, but having the technical tracking ensures you get accurate attribution data for every lead.