How we capture lead sources
In Rent Fetch, there are several ways to set the lead source. We automatically append a “lead source” field to all Gravity Forms with this information, and we also send it through our native lead form and tour form, but if you send information to your PMS in a different way (for example, using Knock), then it won’t automatically be sent to your PMS.
URL parameters
You can do set the lead source for a particular user by simply linking to something like https://yoursite.com?lead_source=12345, using a preconfigured lead source that already exists in your PMS. You can link to any page on your site this way, and we’ll capture the information for the user and store it so that even if they come back to your site days later, that lead source is property captured. No need to link to the contact page directly when you pass this.
So, for example, if you’re running a Facebook ad, you might use your Facebook ad to link to something like https://yoursite.com?lead_source="Facebook ads" if you’re using Yardi and the name of the relevant lead source is “Facebook ads” (case sensitive). In Entrata, perhaps the facebook ads lead source is 14445, so in your Facebook ad, you’d link to https://yoursite.com?lead_source=14445.
Shortcode parameters
If you want a lead generation or tour form on your site to default to a particular lead source (overridable through a URL parameter), you can simply set it in the shortcode parameters for that form, like so:
- Yardi:
[rentfetch_form lead_source="Facebook ads"] - Entrata:
[rentfetch_form lead_source=14445]
Notes on lead sources in Yardi
If we don’t send a lead source to the Yardi API, the lead will come through attached to the default lead source (typically, this is “Property Website” or similar (it’s typically a string, and capitalization and spaces matter). If we pass through a different lead source, the lead will be assigned to whatever lead source is passed.
Info
Please note two things: 1) We can’t know in advance what your lead sources are. They’re user-specific in Yardi, and they can be set through your settings there. 2) If an invalid lead source is passed, Yardi will reject the lead. It’s vitally important that you understand how this works thoroughly before attempting to do anything custom with lead sources in Yardi.
Notes on lead sources in Entrata
In Entrata, the lead source is not a required field. Typically, the lead source is numerical.
