Creating Custom Sources

Jump To:

• Why you should use custom sources
• When to use custom sources
• Creating Custom Sources for Links
• Creating Custom Sources for Embedded Pages

The 'Source' column in each Contact Row displays the lead source of all contacts.

You can make custom links for your Breakthrough workshop landing page to use in any of your other marketing (ie. your website, digital newsletter, Facebook posts, etc).'

Why you should use custom sources

It allows you to track your marketing efforts across all platforms, allowing you to make data-driven decisions about where to focus your time and resources. 

Contact Sources are included when exporting your contacts, so you can easily report on where your leads originate from. 

When to use custom sources

You should create a custom source for all links and embedded forms:

Website links/embeds

Newsletter links

Organic social media posts

QR codes

Creating Custom Sources for Links

You can (and should!) create custom source types if you use your links on your website, newsletter, or other marketing efforts.

1. Click the Settings gear then click Preview Links
   
2. Click on the workshop link you'd like to create a custom URL for (the link will open in a new tab)
   
3. On the workshop tab, highlight and replace preview=true in your address bar with source=source name
   
4. Hit Enter on your keyboard then bookmark your custom landing page URL. Now you can share it wherever you'd like!

Creating Custom Sources for Embedded Pages

Just as you should create a custom source for all links, you should add a custom source to all embedded forms. More on embedded forms

1. Log in to Breakthrough and click on the Settings gear
2. Click on Preview Links
3. You should see two sections: Appointment Request Landing Pages and Funnel Landing Pages
4. Embeddable code will shown be in red text
5. Copy/Paste the embed code from Breakthrough into your website
6. At the end of the code, you should see source="></iframe>
7. After the = and before the “, type in a custom source (no spaces)

• Example: To use Website as a source, the code should look like: source=Website"></iframe>