How to Set Up LeadPerfection Source Attribution with HeavySet Tech Forms

Introduction

This guide will walk you through how to use URL parameters and the embedded iframe method to specify lead sources when using HeavySet Tech forms for a LeadPerfection integration.

Prerequisites

• Access to your HeavySet Tech form implementation.
• A list of your LeadPerfection source sub IDs.
• Basic understanding of URL parameters and embedding scripts.

Understanding Source Sub IDs

The source sub ID is used to specify the particular sub-source for lead attribution in LeadPerfection. When a valid source sub ID is provided, the system automatically sets the source accordingly. This ensures accurate attribution without additional configuration.

Steps to Implement Source Attribution

1. Passing Source Sub IDs via URL Parameters

To pass the source sub ID directly through the URL:

Base URL Format:

https://yourwebsite.com/?source=YourSourceSubID

Example:

If you're targeting Google PPC, and the source sub ID is 113 , the URL would be:

https://yourwebsite.com/?source=113

Explanation:

• source=113 specifies the source sub ID.
• The system automatically sets the parent source based on the provided source sub ID .

2. Passing Source Sub IDs via the Embedded Iframe Method

If you prefer to embed the source sub ID within your iframe script:

Sample Code Embed:

<div id="iframeContainer"></div>
<script>
  var script = document.createElement('script');
  script.src = "https://cdn.heavyset.tech/iframe-loader.min.js";
  script.onload = function() {
    window.injectHeavySetIframe(
      'your-form-api-token-id',
      'iframeContainer',
      'width: 780px; max-width: 100%; height: 780px; border: none;',
      'YourSourceSubID'
    );
  };
  document.body.appendChild(script);
</script> 

Replace 'YourSourceSubID' with the actual source sub ID you wish to use.

Explanation:

• The injectHeavySetIframe function accepts an options object where you can specify source sub ID.
• The system automatically sets the parent source based on the provided source sub ID.

Understanding Parameter Priority

• URL Parameters vs. Embedded Script: If both URL parameters and embedded script options are provided, URL parameters take precedence.

Default Source Sub ID

When No Source Sub ID is Provided

• Default Behavior:
  • The form defaults to a pre-set source sub ID.
• Customizing the Default Source Sub ID:
  • You can set a default source sub ID to be used when none is provided.
  • This ensures that all leads have an associated source, even if source is missing.

How to Set the Default Source Sub ID

1. Access the HeavySet Tech Settings:
   • Navigate to the settings page: HeavySet Tech CRM Settings

   • You may need to log in with your administrative credentials.

     Update the Default Source Sub ID:

   • Locate the field for the default source sub ID under "Settings".

   • Enter the desired source sub ID that should be used when none is provided.

     Save Your Changes:

   • Click "Okay" and click on the "Submit" button to apply the new default setting.

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