How do I control which Lead Sources my prospects see on webforms?

You’ve just signed up for ServiceMonster WebForms, and you chose one of the options with a Lead Source. The form will ask your prospects and customers how they heard about you. But in order for you to be able to accurately track the success of your various marketing campaigns, you need to decide which of your Lead Sources will be visible on your website. In other words, you’ll be deciding which choices your prospects and customers can select.

To do this, simply go to your Marketing tab, then click on Campaigns. Find the name of a specific Lead Source in the list of campaigns, and click on it:

leads list

Once inside the details for that Lead Source, you’ll notice a checkbox with the words Make Public; check that checkbox.

make public

Save in the upper left corner, and you’re done! This will now be one of the options offered to your customers on your website.

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