How to Look Up Form Attribution

Attribution provides a detailed analysis of the channels or sources from which contacts originate. This information helps identify growth opportunities and the most effective channels. For example, when running Facebook and Google Ads, attribution helps determine which platform is more effective at generating leads. This insight allows for better strategic decisions and optimization of marketing efforts.

Form attribution can be found under form submissions, giving you detailed insight on the lead source for your different forms. To analyze the data on your form submissions, we'll show you how to access your form submission information.

Step 1: Navigate to the Sites > Forms Tab

Go to Sites > Forms. Here you’ll see 3 different options, Builder, Analyze, and Submissions.

• Builder: This is where you can create and edit forms. (Check out our tutorial on how to use the builder to create new Forms and edit existing forms.)

• Analyze: Here you can see Total Submissions, and the selected date range is shown in the dropdown in the top right. Scroll down to Forms. You will see a list of your forms and the number of submissions for each. You can click the "View Submissions" hyperlink to view the submissions for each form

• Submissions: You can filter a specific form, and search through submissions by name, phone number, and more. Here you can view submissions and review the URL, source, campaigns, and keywords associated with a particular submission.

The form submissions tab will show you all the submissions by your leads. This is where you can analyze their attribution data as well. Each lead/contact has a first and latest attribution attached to it.

What is "First" or "Latest" Attribution?

When attributing a contact to a specific source, it's common to consider both first and latest attribution. These are recorded for every contact.

First Attribution: This marks the initial interaction a contact has with your system, recording the attribution data for that session. For example, when someone fills out a "Contact Us" form.

Latest Attribution: This is the most recent interaction, capturing the latest session's attribution data. For example, if someone purchases via a two-step order form after filling out a "Contact Us" form. The latest attribution will change with each new interaction, while the first attribution remains constant.

Now that we understand what first and latest attribution are, we need to know where this data is stored.

Attribution in Form Submission

Each form submission has attribution added to it. On each submission you’ll be able to see the attribution details including various data like source, referrer, URL, UTM parameter data, etc.

Attribution in Contact Details

Whether it is the first or latest attribution data, you can locate this information in the bottom right of all contact records.

• Go to Contacts

• Select a contact record

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

Different Attribution Sources and How They Are Determined

Attribution sources identify where a contact originated. Here are the common sources and how they are determined:

• Paid Search: Originates from paid search campaigns, like Google Ads. Determined by UTM parameters (utm_source=adwords) or the presence of gclid or msclkid.

• Paid Social: Comes from social media ad campaigns. Identified by UTM parameters (utm_source=fb_ad, linkedin_ad, twitter_ad).

• Direct Traffic: Users who directly type the URL into their browser or clear query parameters.

• Organic Search: Non-paid search results from engines like Google or Bing.

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

• Referrals: Traffic from external websites linking to yours, excluding social media or search engines.

• Others: Leads from sources like incoming calls, SMS, emails, WhatsApp, or Facebook messages.

• CRM UI: Leads manually created within the CRM.

• Third-Party: Leads generated through third-party tools like Zapier.

How is Attribution Source Determined?

Attribution sources are determined by examining the full page URL and the referring domain against a set of predefined rules:

1. UTM Parameters: Parameters like utm_source, utm_medium, and utm_campaign in URLs help categorize traffic.

2. Referring Domain: The domain from which the traffic originated helps identify sources like search engines or social media.

3. Cookies and Tracking URLs: These elements store and track user interactions over time, aiding in accurate attribution.

Events Recording Attribution

Attribution data is recorded when a contact performs one or more of the following actions within the same session:

• Form/Survey Submission

• Calendar Booking Submission

• Chat Widget interaction (after submitting contact info)

• Order Form Submission (one or two-step)

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

Como Buscar Una Atribución de Formulario

Es posible que quieras analizar los datos que se envían en los formularios. Aquí te mostraremos cómo acceder a la información de envío del formulario. 

Paso 1: Navega a Formularios, verás 3 pestañas: Editor, Analizar y Envíos. 

• Editor: Aquí es donde crear y editar los formularios (revisa nuestros tutoriales sobre como usar el editor para crear nuevas formas y editar las formas existentes). 

• Analiza:  Aquí puedes ver los Envíos Totales (Total Submissions), y el rango de fechas está mostrado en el menú desplegable del lado superior derecho. Desliza hacia abajo en Formularios, y verás una lista de tus formularios y del número de envíos que tiene cada una. Haz clic en el hipervínculo de "Ver Envíos" para ver los envíos de cada formulario. 

• Envíos: Puedes seleccionar un formulario y buscar los envíos por nombre, número de teléfono, y más. Aquí puedes ver los envíos y revisar la liga (URL), la fuente, las campañas, las palabras claves, y todo lo asociado a un envío en particular.