Refreshed and republished on May 6, 2021
This post was originally published on October 19, 2015 and has been revamped and updated for accuracy and comprehensiveness.
Lead source is an important data point you need to capture in order to report on the value of your marketing campaigns. This article will walk you through how to setup and track lead source within Pardot.
Where to find the Lead Source field in Pardot
The lead source field is a default field in Pardot and can be synced with Salesforce. The field can be found on the prospect’s record under additional fields.
How a prospect’s source is populated
The prospect’s source field is determined by the referring URL. The referring URL is the page the visitor was on before visiting a page. The page must have the Pardot tracking code embedded to pull in the referring URL.
For example, if a prospect’s referring URL is www.linkedin.com/profile/JennaMolby and no UTM parameters exist, Pardot populates the prospect’s source field as LinkedIn.
Here are some values that can appear in the source field:
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The default sources can be extremely useful since it’s not likely all your links will have source parameters. However, try to use custom sources where you can.
How to create custom sources
To create custom lead sources in Pardot, you will need to use URL parameters in you landing page links. Pardot looks for the parameter utm_source within your URL. This will override the default Pardot lead sources, so you can use both to track lead source.
URL example
https://www.jennamolby.com/MyLandingPage.html?utm_source=Webinar
The parameter can be whatever you want, but try to have a standard way of defining your lead sources for better reporting. Here are some common lead source values:
- List Upload
- Partner
- Referral
- Phone Inquiry
- Cold Call
- Tradeshow
- Webinar
- Whitepaper
- Website
Maunually set the source field value
You can manually set the source field value by using imports, automation rules, completion actions, segmentation rules, and engagement programs.
This Pardot article written by:
Jenna Molby
Jenna is a Salesforce Certified Pardot Specialist, Salesforce Certified Pardot Consultant and Salesforce Marketing Champion 2020. Jenna is a marketing operations leader with over ten years of B2B and B2C experience working on both the agency and client-side.
Original Pardot Article: https://jennamolby.com/how-to-capture-lead-source-in-pardot/
Find more great Pardot articles at https://jennamolby.com/
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This Pardot article written by:
Jenna Molby
Jenna is a Salesforce Certified Pardot Specialist, Salesforce Certified Pardot Consultant and Salesforce Marketing Champion 2020. Jenna is a marketing operations leader with over ten years of B2B and B2C experience working on both the agency and client-side.
Original Pardot Article: https://jennamolby.com/how-to-capture-lead-source-in-pardot/
Find more great Pardot articles at https://jennamolby.com/