This article will go over the setup of your Táve account lead sources.  This can be found in Settings › Lead Sources under the Lists section of the screen.

When beginning your Táve account setup, your lead list will be pre-populated with a lot of common lead sources.  You can edit these as you’d like, removing those that aren’t relevant and adding your own.

Using Lead Source in Your Contact Forms

Once you’ve set up your different lead sources, they’ll appear in your contact form. (Learn about setting up your contact form here.) Below you can see the Source field that can be included on your contact form. Select “Options” to specify exactly which lead sources appear on your contact form.

Important Note: If you are using either of the WordPress integration plugins, you’ll need to map the fields in CF7 or Gravity Forms to “Source”. Please refer to the integration plugin instructions for detailed explanation or shoot a question over to us at Support.

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