Marketing Sources in Shape Software

What Are Marketing Sources?

The marketing sources settings page allows you to add and edit your lead sources in the system to discover which sources are the most successful. This settings page settings page can be as simple as changing the names of the “Source” dropdown for manual entry, or can be a very powerful tool to import leads directly into your system as leads inquire.

Record’s Marketing Source

Every record in the system has a tracking “Source” there may be another field within your tabs, however, the universal place for finding and selecting the source is in the record’s profile page in the source dropdown. Here you can view and/or select the source of your record.

Source Dropdown:  To change the “Source” options, click on “Settings” in the gradient navigation bar and on the left hand sidebar, find and click on “Marketing Sources”

Source Dropdown: To change the “Source” options, click on “Settings” in the gradient navigation bar and on the left hand sidebar, find and click on “Marketing Sources”


Marketing Sources Settings Page

To add and edit your marketing sources, click on “Settings” in the gradient navigation bar and on the left hand sidebar, find and click on “Marketing Sources.” Here, you will be able to add, edit, and delete marketing sources.

Marketing Sources Settings Page:  To add and edit your marketing sources, click on “Settings” in the gradient navigation bar and on the left hand sidebar, find and click on “Marketing Sources.” Here, you will be able to add, edit, and delete marketing sources.

Marketing Sources Settings Page: To add and edit your marketing sources, click on “Settings” in the gradient navigation bar and on the left hand sidebar, find and click on “Marketing Sources.” Here, you will be able to add, edit, and delete marketing sources.


Marketing Source List Actions

The action items on the list page are to edit and delete marketing sources. There is also a “Copy” the source ID to clipboard. This may be useful in some of our integrations. You can also use the left hand check boxes to bulk delete sources.

List Actions:  The action items on the list page are to edit and delete marketing sources. There is also a “Copy” the source ID to clipboard. This may be useful in some of our integrations.

List Actions: The action items on the list page are to edit and delete marketing sources. There is also a “Copy” the source ID to clipboard. This may be useful in some of our integrations.


Adding & Editing Marketing Sources

Adding Marketing Sources:  To add a new marketing source, click on the blue “Add Source” button in the upper right hand corner.

Adding Marketing Sources: To add a new marketing source, click on the blue “Add Source” button in the upper right hand corner.

Create Campaign:  The Channel Type, Lead Source, and Campaign Name fields are the only required fields. The “Campaign Name” is the information that shows in the “Source” dropdown within the record’s profile information. Press “Save and Continue” to save the new source. If you do not want or need to set up any post URL integrations, then you do not need to go on to the next steps.

Create Campaign: The Channel Type, Lead Source, and Campaign Name fields are the only required fields. The “Campaign Name” is the information that shows in the “Source” dropdown within the record’s profile information. Press “Save and Continue” to save the new source. If you do not want or need to set up any post URL integrations, then you do not need to go on to the next steps.


Creating Forms

If you do not have a form builder on your website and need a form on your website to post directly into your system, you can use our form builder. Add form fields by clicking “Add Form Fields” which then updates your HTML form below. You may need to use CSS styling to change the design of the form once on the website.

Creating Forms:  If you do not have a form builder on your website and need a form on your website to post directly into your system, you can use our form builder. Add form fields by clicking “Add Form Fields” which then updates your HTML form below. You may need to use CSS styling to change the design of the form once on the website.

Creating Forms: If you do not have a form builder on your website and need a form on your website to post directly into your system, you can use our form builder. Add form fields by clicking “Add Form Fields” which then updates your HTML form below. You may need to use CSS styling to change the design of the form once on the website.


Post URL

If you have a current form builder plugin in your website that supports Post URL or have a lead provider that can send records to a post URL destination, use the bottom section of the marketing source add/edit page. The posting URL is the destination that the marketing source should send to. This posting URL is unique to each and every marketing source on each system. This posting URL is what tells the system which source the record came from and where to send the information. When sending data points, make sure that the sending field name matches the Shape field name exactly. Please keep in mind that Shape field names are case and space sensitive, a mis-matched field name will result in missing data points. If you need to send all of the field names to a lead provider to map, simply export as a PDF or CSV file using the “Export” button dropdown.

Post URL:  If you have a current form builder plugin in your website that supports Post URL or have a lead provider that can send records to a post URL destination, use the bottom section of the marketing source add/edit page. The posting URL is the destination that the marketing source should send to. This posting URL is unique to each and every marketing source on each system. This posting URL is what tells the system which source the record came from and where to send the information. When sending data points, make sure that the sending field name matches the Shape field name exactly. Please keep in mind that Shape field names are case and space sensitive, a mis-matched field name will result in missing data points.

Post URL: If you have a current form builder plugin in your website that supports Post URL or have a lead provider that can send records to a post URL destination, use the bottom section of the marketing source add/edit page. The posting URL is the destination that the marketing source should send to. This posting URL is unique to each and every marketing source on each system. This posting URL is what tells the system which source the record came from and where to send the information. When sending data points, make sure that the sending field name matches the Shape field name exactly. Please keep in mind that Shape field names are case and space sensitive, a mis-matched field name will result in missing data points.


Watch the Video Tutorial

This video covers setting up a marketing source within Zapier using a Source ID. Source IDs are no longer required fields in post URL.


Need More Help? Contact us at support@setshape.com