How to Use URL Parameters to Specify Lead Source and Source Type in Appointment Scheduling (For improveit360 Users)

Introduction

This guide explains how improveit360 CRM users can use URL parameters to pass the source and sourceType values when scheduling appointments through the HeavySet Tech platform. By specifying these parameters in the URL, you can dynamically assign lead sources and types, which is especially useful for tracking the effectiveness of marketing campaigns or specific referral sources.

Prerequisites

Access to the HeavySet Tech Admin Portal.
Connection to improveit360 CRM.
Basic understanding of URL manipulation.

Steps

1. Enable the "Add Lead Source on Appointment" Setting in improveit360 Preferences

Note: This feature is exclusive to accounts connected to the improveit360 CRM.

To ensure that new lead sources are created when unmatched sources are specified, you need to enable a specific setting in your admin portal.

Log in to your HeavySet Tech Admin Portal.
Navigate to the improveit360 Preferences page
Find the setting labeled "Add Lead Source on Appointment".

Enable this setting by checking the corresponding checkbox.
- Note: Leaving the associated text box blank will allow the system to create new lead sources for all mismatched sources.

2. Specify `source` and `sourceType` in the URL

When directing users to your scheduling page, you can append the source and sourceType parameters directly to the URL.

Base Scheduling URL:

https://scheduling.yourcompany.com/

Modified URL with Parameters:

https://scheduling.yourcompany.com/?source=YourSourceName&sourceType=YourSourceType

Example:

https://scheduling.yourcompany.com/?source=Sun%20Room%20Demo&sourceType=Show%20Room

In this example:
- source is Sun Room Demo
- sourceType is Show Room

Important: If your source or sourceType contains spaces or special characters, make sure to URL-encode them. For example, a space becomes %20 .

3. Understand Parameter Priority

The values specified in the URL parameters take priority over any other methods of passing source and sourceType values, such as embedded scripts.
If both the URL parameters and embedded script values are provided, the system will use the URL parameters.
This allows for more flexible and dynamic assignment of lead sources based on the entry point URL.

4. Optional: Passing Parameters Through Embedded Script

If you prefer to pass the source and sourceType via the embedded script on your website, you can do so by modifying the HeavySet Code Embed.

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-iframe-id',
      'iframeContainer',
      'width: 780px; max-width: 100%; height: 780px; border: none;',
      'YourSourceName',
      'YourSourceType'
    );
  };
  document.body.appendChild(script);
</script>

Replace 'YourSourceName' and 'YourSourceType' with your desired values.
Note: Even if you pass these values through the script, the URL parameters will override them if they are present.

Summary

By following these steps, improveit360 users can effectively use URL parameters to specify the source and sourceType for appointments scheduled through the HeavySet Tech platform. Enabling the "Add Lead Source on Appointment" setting allows for dynamic creation of new lead sources, enhancing your lead tracking and marketing analysis.

If you’re not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.