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welcome back to Callahan’s corner where
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you ask the questions and some live
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right here on Facebook had a User
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submitted question inside the service
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autopilot Facebook group regarding uh
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web-based forms and tracking lead
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sources far as uh whether they came from
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a Facebook ad or they came from your
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website or maybe they came from a
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um email blast and you sent them to an
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actual form so the question really was
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around how do we set up lead Source
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tracking uh and forms to actually track
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the lead source for your marketing so
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I’m going to show you how to set that up
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as well as how to set up the campaign
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within the lead source track and
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actually get the data out automatically
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so this is a piece that a lot of people
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miss so I want to make sure we spend
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some time and something we take
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um time and actually look at uh when we
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do our essay setups and deep Dives as
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well as part of the training so what
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we’ve got here is service autopilot
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first place we want to actually go is
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into the gear icon and go into client
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source
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and what we’re going to do is create a
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lead Source here
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and once we set up this lead Source
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we’re going to be able to set up the
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lead source so it is applied to either
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the intake inside the office a web form
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or if you’re driving them through an
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email so I’m going to call this our
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Facebook
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Lawn Care ad uh with
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picture
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or with pick
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and what we’re going to do here is add
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this and we’re going to come back later
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but we’re going to add the marketing
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campaigns in here so let’s say if we’re
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going in from June 1st to uh June 30th
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and we don’t have a distribution
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quantity but we know we’re going to
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budget
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um
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three thousand dollars we would set that
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in by doing such it would give us the
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ability
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um
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here to track the attribution of that
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area here so we put that in now if this
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was a door hanger we could say hey we
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put out
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ten thousand door hangers for three
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thousand dollars that’s the first thing
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we want to do is set up the lead source
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and if there’s any campaigns around that
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so we’re going to say it’s a Facebook ad
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and uh we don’t know the distribution
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quantity but we know it’s going to run
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for the whole month and we’re going to
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hit save so now that that’s set up
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there’s two different ways of actually
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setting this up so the first of one is a
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V2 form
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and we want to have a couple things set
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up here so we’d want to show on timeline
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send internal email to notify probably
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any tags on submit and auto proof create
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on submit is one of the most important
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ones the final one here is you want to
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create an update delete and select the
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source so that is our Facebook ad
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for lawn care and you can see in this
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account we’ve had quite a bit here
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because this goes all the back to 2018
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we’ve been doing this but uh if that was
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the actual source that we had set
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originally that would be the one we
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would tie it to so we’d go in and grab
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the Facebook lead Source in there
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and hit save and close and that would
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actually take care of that the second
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option here is if we’re in a V3 form we
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would scroll down and click into how did
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you hear about us
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and we would set in the settings the
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different lead Source options where the
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client can click in so if we’re driving
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Facebook ads or things that we want to
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not emotionally track I’m going to wreck
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probably a V2 form where it
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automatically sets it
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and when we go in and save and close
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that we can go in and publish
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here and the version of the form we
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would give to our webmaster would be the
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strip form and they could take this code
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and customize it to make it friendly on
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your website and brand it to your brand
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awareness so we’re going to set up the
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lead Source we’re going to go in under
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sources and set up the campaign
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then we’re building the form and tying
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in the actual lead source
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on here and then I will show you the
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final step here but if we had our form
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in the V2 we’re setting it to Auto
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create on submit
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and submit on and connect to the lead
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Source in V3 once we get into settings
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and edit edits here we would set up a
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lead Source tracking here as a drop down
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extra steps it may not be as effective
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final step here is if we’re going in
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workflow wise we should be training our
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team and this is what we do in a lot of
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our live or virtual training is we
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should be going into the gear icon
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adding a lead-in when they call filling
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out all the main information here second
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tap details the account type commercial
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residential and finally sales how did
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you hear about us
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the door hanger by doing such now all
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the data comes in so when you want to
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know your lead Source tracking how many
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people came from each lead Source your
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average closing ratio and with some math
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or custom a report inside the report
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Builder which is low G we can probably
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get our client lifetime value per lead
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source so uh Callahan’s corner you ask
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questions we had some live right here in
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Facebook lead Source tracking forms and
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proper workflow to track and capture
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that lead Source inside your office on a
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day-to-day basis