SourceTag

Form Setup

Set up SourceTag with Salesforce Web-to-Lead

Salesforce Web-to-Lead generates an HTML form that creates Lead records when submitted. You create custom Lead fields in Salesforce first, include them in the generated form, then convert them to hidden inputs in the HTML.

What you need

  • SourceTag installed on your website
  • Salesforce admin access (to create custom fields and generate the Web-to-Lead form)

Step 1: Create custom Lead fields in Salesforce

  1. In Salesforce Setup, go to Object Manager > Lead > Fields & Relationships
  2. Click New to create a custom field
  3. For each SourceTag field:
    • Choose Text as the data type
    • Set the Field Label to a descriptive name (e.g. “ST First Click Channel”)
    • Set the Field Name (API Name) to match the SourceTag field name if possible (e.g. st_fc_channel). Salesforce will append __c to create the API name (st_fc_channel__c)
    • Set the Length to 255 characters
  4. Save and assign to the appropriate page layout

[IMAGE: Screenshot of Salesforce custom field creation on the Lead object]

Core fields (create these)

Field LabelAPI Name (auto-generated)
ST First Click Channelst_fc_channel__c
ST First Click Detail 1st_fc_detail_1__c
ST First Click Detail 2st_fc_detail_2__c
ST First Click Detail 3st_fc_detail_3__c
ST First Click Detail 4st_fc_detail_4__c
ST Last Click Channelst_lc_channel__c
ST Last Click Detail 1st_lc_detail_1__c
ST Last Click Detail 2st_lc_detail_2__c
ST Last Click Detail 3st_lc_detail_3__c
ST Last Click Detail 4st_lc_detail_4__c
ST First Click Landingst_fc_landing_page__c
ST Last Click Landingst_lc_landing_page__c

Optional extended fields

Field LabelAPI Name (auto-generated)
ST First Click IDst_fc_click_id__c
ST Last Click IDst_lc_click_id__c
TT Visitsst_visits__c
TT Days to Convertst_days_to_convert__c
TT Devicest_device__c

[IMAGE: Screenshot of Salesforce Lead object showing custom SourceTag fields]

Step 2: Generate the Web-to-Lead form

  1. In Salesforce Setup, go to Marketing > Web-to-Lead (or search for “Web-to-Lead” in Setup)
  2. Click Create Web-to-Lead Form
  3. In the field selector, add all the SourceTag custom fields along with your standard fields (Name, Email, etc.)
  4. Set the Return URL to your thank-you page
  5. Click Generate

Salesforce produces an HTML form with all the selected fields as visible inputs.

[IMAGE: Screenshot of Salesforce Web-to-Lead form generator with custom fields selected]

Step 3: Convert SourceTag fields to hidden inputs

The generated HTML will have all fields as visible text inputs. You need to change the SourceTag fields to hidden inputs.

Find each SourceTag field in the generated HTML and change it from this:

<label for="00NXX000000YYYY">ST First Click Channel</label>
<input id="00NXX000000YYYY" maxlength="255" name="00NXX000000YYYY" size="20" type="text" />

To this:

<input id="00NXX000000YYYY" name="00NXX000000YYYY" type="hidden" value="" />

The name attribute is a Salesforce field ID (looks like 00NXX000000YYYY). Keep this as-is. Also remove the <label> element for each hidden field.

Important: SourceTag needs to know which Salesforce field ID maps to which SourceTag field name. Add a data-st-field attribute to each hidden input:

<input id="00NXX000000YYYY" name="00NXX000000YYYY" type="hidden" value="" data-st-field="st_fc_channel" />

Here is an example of the full set of hidden inputs (replace the Salesforce IDs with your actual IDs from the generated form):

<!-- SourceTag core hidden fields -->
<input name="00NXX000000AAAA" type="hidden" value="" data-st-field="st_fc_channel">
<input name="00NXX000000BBBB" type="hidden" value="" data-st-field="st_fc_detail_1">
<input name="00NXX000000CCCC" type="hidden" value="" data-st-field="st_fc_detail_2">
<input name="00NXX000000DDDD" type="hidden" value="" data-st-field="st_fc_detail_3">
<input name="00NXX000000EEEE" type="hidden" value="" data-st-field="st_fc_detail_4">
<input name="00NXX000000FFFF" type="hidden" value="" data-st-field="st_lc_channel">
<input name="00NXX000000GGGG" type="hidden" value="" data-st-field="st_lc_detail_1">
<input name="00NXX000000HHHH" type="hidden" value="" data-st-field="st_lc_detail_2">
<input name="00NXX000000IIII" type="hidden" value="" data-st-field="st_lc_detail_3">
<input name="00NXX000000JJJJ" type="hidden" value="" data-st-field="st_lc_detail_4">
<input name="00NXX000000KKKK" type="hidden" value="" data-st-field="st_fc_landing_page">
<input name="00NXX000000LLLL" type="hidden" value="" data-st-field="st_lc_landing_page">

<!-- SourceTag optional hidden fields -->
<input name="00NXX000000MMMM" type="hidden" value="" data-st-field="st_fc_click_id">
<input name="00NXX000000NNNN" type="hidden" value="" data-st-field="st_lc_click_id">
<input name="00NXX000000OOOO" type="hidden" value="" data-st-field="st_visits">
<input name="00NXX000000PPPP" type="hidden" value="" data-st-field="st_days_to_convert">
<input name="00NXX000000QQQQ" type="hidden" value="" data-st-field="st_device">

[IMAGE: Screenshot of the edited HTML form showing hidden inputs with data-st-field attributes]

Step 4: Add the form to your website

Paste the modified HTML form onto your website page. The page must also have the SourceTag script installed.

Step 5: Test

Visit the page with UTM parameters:

?utm_source=test&utm_medium=cpc&utm_campaign=salesforce-test

Submit the form. In Salesforce, go to the Leads tab and find the test Lead. Check the custom fields. They should contain your attribution data.

[IMAGE: Screenshot of Salesforce Lead record showing populated SourceTag custom fields]

Tips

  • Salesforce Web-to-Lead field IDs (like 00NXX000000YYYY) are unique to your org. Never copy IDs from examples or other orgs.
  • The data-st-field attribute tells SourceTag which Salesforce field ID corresponds to which SourceTag field. This is needed because Salesforce uses its own field IDs as the name attribute rather than the field’s API name.
  • If you regenerate the Web-to-Lead form, you will get the same field IDs (they do not change). But you will need to convert the fields to hidden inputs again.
  • Attribution data on Lead records is preserved when Leads are converted to Contacts and Opportunities, as long as you map the fields during conversion.
  • Consider creating a Salesforce report or dashboard that groups Leads by st_fc_channel to see which channels drive the most leads.