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Tracking fields help your team understand where submissions came from. Use them for campaign attribution and follow-up context without making the form harder for visitors to complete.
What this guide helps you do
- Capture source and campaign context with form submissions.
- Keep tracking fields out of the visitor’s way when appropriate.
- Use tracking data in review, reporting, and follow-up.
Before you start
- Know which campaigns, channels, or pages should be tracked.
- Decide which tracking fields should be visible to visitors and which should be captured in the background.
- Confirm your team understands the naming conventions for source, medium, and campaign values.
Do it manually
- Open the form and review its current fields.
- Add tracking fields for useful context such as source, medium, campaign, landing page, or referral.
- Keep visitor-facing questions simple and use background tracking when the visitor should not type the value.
- Test the form from a campaign link or page that includes tracking context.
- Review the submission and confirm tracking values were saved.
- Use the tracking values in reporting, Audience rules, or follow-up review.
Ask Faster AI
- Add tracking fields to this lead form for source, medium, campaign, and landing page. Keep them hidden from visitors when possible.
- Review this form and tell me what tracking fields would help us understand campaign performance.
- Create a form for a paid campaign and make sure submissions preserve campaign attribution.
Review before publishing or using the form
- Do not ask visitors to fill out campaign tracking values manually.
- Use consistent names so reports and Audiences stay clean.
- Check that tracking values do not overwrite important customer fields accidentally.
Common issues and fixes
- If tracking values are blank, test from the actual campaign link and published page.
- If values are inconsistent, standardize campaign names before using them for reporting.
- If tracking appears on the customer record when it should not, adjust the customer mapping.
Lead capture workflow
For why campaign, channel, and landing-page context should be captured invisibly instead of adding friction to the form, read the lead capture forms article. Lead Capture Forms That Actually Convert.
Smarter Forms workflow
For why hidden source tracking belongs inside the form workflow instead of being left as a reporting afterthought, read the Smarter Forms product article. Smarter Forms: Tracking, Mapping, and Follow-Up Built In.
Connected workflows
- Connect a form to an Audience or journey
- Map form submissions to customer records
- Create a segment from customer behavior
- Connect trackers to pages, forms, and campaigns
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