Updating CRM Market Source with MAP Web Form UTM

Populating Sources from your UTM in Web Form Lead Processing  

1. Click on the step called Set CRM Market Source with UTM Source
   


2. Set the Custom Field to Contact - Market Source
   


3. Select the Tag icon and search for Contact History Source and select it and click Insert
   

Setting Unknown Market Sources from Web Forms

1. Click on the step called Set CRM Market Source with Unknown Source
   


2. Set the Custom Field to Contact - Market Source
   


3. Insert the Field Value for the market source you want in the CRM in  Custom Field Value
   

Defining Sources to find in UTM for Web Form Lead Processing 

1. Click on the workflow step called Find Source
   


2. Define all of the sources you would like to utilize using the OR expression

Populating Medium from your UTM in Web Form Lead Processing  

1. Click on the step called Set CRM Market Source with UTM Medium
   


2. Set the Custom Field to Contact - Market Source
   


3. Select the Tag icon and search for Contact History Medium and select it and click Insert
   

Updating CRM Market Sources to Match Your UTMs

1. Go to the Admin section in Enquire CRM and click on Types
   


2. In the dropdown select Market Source
   


3. Add the source EXACTLY as they appear in MAP (not case sensitive but all spacing should be identical)