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Lead Sources

Learn more about creating lead sources.

Nicole avatar
Written by Nicole
Updated over a month ago

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

Setting Up Lead Sources

When beginning your Táve account setup, your 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 in the Field Configuration section. (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 choose exactly which lead sources appear on your contact form.

IMPORTANT NOTE: If you are using either of the WordPress plugins (Contact Form 7 Táve Plugin or Gravity Forms Táve Plugin) the source field is required and you must map this to your Táve lead source. The options you include in your form must exactly match how those options appear in Settings › Lead Sources.

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