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Source Field in Forms and Surveys

Learn how to use the Source field in GHL Customer Care forms and surveys, override values with a URL parameter, and verify Contact Source after submission.

2 min read453 words3 explained imagesUpdated Tue, 8 Sep at 2:03 AM
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On this page
  1. Key Benefits of the Source Field
  2. Using a Source Value from the URL
  3. How to Set Up the Source Field
  4. Frequently Asked Questions
  5. Related Articles

The Source field in GHL Customer Care forms and surveys lets you assign a predefined source value to submissions without showing the field to respondents. It helps you identify where leads came from and keep Contact Source values organized.

What is the Source Field?

The Source field stores a predefined source value with a form or survey submission. Because the field is hidden from respondents, GHL Customer Care can capture source information automatically in the background.

After submission, the value appears with the submission and as the contact’s Contact Source.

Key Benefits of the Source Field

The Source field helps you keep lead-source information consistent without asking respondents to enter it manually.

  • Automatic source capture: Stores a predefined source value in the background.

  • Consistent contact organization: Helps standardize Contact Source values.

  • Flexible URL tracking: Lets you override the configured Source using a URL parameter.

  • Reusable forms and surveys: Allows one asset to capture different Source values based on the link used.

Using a Source Value from the URL

URL-based Source values are useful when the same form or survey is shared across multiple campaigns or channels.

Add the source query parameter to the form or survey URL:

?source=alternative_source

If the builder contains one Source value and the URL contains another, the URL value overrides the Source configured in the builder for that submission.

Important: The Source field is different from GHL Customer Care attribution data such as First Attribution, Latest Attribution, Session Source, and utm_source.

How to Set Up the Source Field

Proper setup ensures GHL Customer Care captures the intended Source value with each submission.

  1. Go to Sites → Forms or Sites → Surveys and open the asset you want to edit.

  2. Add the Source element to the form or survey.

  3. Enter the Source value you want GHL Customer Care to capture.

    Step 3 of 7: Enter the Source value you want GHL Customer Care to capture What this shows Step 3 of 7: Enter the Source value you want GHL Customer Care to capture. What this shows Shows what to fill in for step 3 of 7 in the "How to Set Up the Source Field" section of "Source Field in Forms and Surveys". This screenshot accompanies step 3 of 7 in the "How to Set Up the Source Field" section of "Source Field in Forms and Surveys". At this point in the walkthrough you enter the Source value you want GHL Customer Care to capture. The next step is to save the form or survey. Step 3 of 7Image 1 of 3 What to fill inEnter the Source value you want GHL Customer Care to capture.
    Buttons and menus referenced Sites → FormsSites → SurveysSource
    Next stepSave the form or survey.
    All 7 steps in this procedure
    1. Go to Sites → Forms or Sites → Surveys and open the asset you want to edit.
    2. Add the Source element to the form or survey.
    3. Enter the Source value you want GHL Customer Care to capture. this image
    4. Save the form or survey.
    5. Submit a test response.
    6. Review the submission and confirm the Source value.
    7. Open the related contact record and verify the Contact Source.

  4. Save the form or survey.

  5. Submit a test response.

  6. Review the submission and confirm the Source value.

    Step 6 of 7: Review the submission and confirm the Source value What this shows Step 6 of 7: Review the submission and confirm the Source value. What this shows Shows how to confirm for step 6 of 7 in the "How to Set Up the Source Field" section of "Source Field in Forms and Surveys". This screenshot accompanies step 6 of 7 in the "How to Set Up the Source Field" section of "Source Field in Forms and Surveys". At this point in the walkthrough you review the submission and confirm the Source value. The next step is to open the related contact record and verify the Contact Source. Step 6 of 7Image 2 of 3 How to confirmReview the submission and confirm the Source value.
    Buttons and menus referenced Sites → FormsSites → SurveysSource
    Next stepOpen the related contact record and verify the Contact Source.
    All 7 steps in this procedure
    1. Go to Sites → Forms or Sites → Surveys and open the asset you want to edit.
    2. Add the Source element to the form or survey.
    3. Enter the Source value you want GHL Customer Care to capture.
    4. Save the form or survey.
    5. Submit a test response.
    6. Review the submission and confirm the Source value. this image
    7. Open the related contact record and verify the Contact Source.

  7. Open the related contact record and verify the Contact Source.

How to Set Up the Source Field (image 3 of 3) What this shows Go to Sites → Forms or Sites → Surveys and open the asset you want to edit. What this shows Illustrates the "How to Set Up the Source Field" section of "Source Field in Forms and Surveys". This screenshot appears in the "How to Set Up the Source Field" section of "Source Field in Forms and Surveys". The text alongside this image reads: Go to Sites → Forms or Sites → Surveys and open the asset you want to edit. Add the Source element to the form or survey. Enter the Source value you want GHL Customer Care to capture. Save the form or survey. Submit a test response. Review the submission and confirm the Source value. Open the…. Immediately after, the guide continues: Q: Is Source the same as Attribution Source? No. Source is the raw Source value stored on the contact. GHL Customer Care attribution uses separate data such as First Attribution, Latest Attribution, Session Source, and UTM parameters. Image 3 of 3 Where to goGo to Sites → Forms or Sites → Surveys and open the asset you want to edit. Add the Source element to the form or survey. Enter the Source value you want GHL Customer Care to capture. Save the form or survey. Submit a test response. Review the submission and confirm the Source value. Open the related contact record and verify the Contact Source.
Buttons and menus referenced Sites → FormsSites → SurveysSource
Next stepQ: Is Source the same as Attribution Source? No. Source is the raw Source value stored on the contact. GHL Customer Care attribution uses separate data such as First Attribution, Latest Attribution, Session Source, and UTM parameters.
All 7 steps in this procedure
  1. Go to Sites → Forms or Sites → Surveys and open the asset you want to edit.
  2. Add the Source element to the form or survey.
  3. Enter the Source value you want GHL Customer Care to capture.
  4. Save the form or survey.
  5. Submit a test response.
  6. Review the submission and confirm the Source value.
  7. Open the related contact record and verify the Contact Source.

Frequently Asked Questions

Q: Is Source the same as Attribution Source?
No. Source is the raw Source value stored on the contact. GHL Customer Care attribution uses separate data such as First Attribution, Latest Attribution, Session Source, and UTM parameters.

Q: Is source the same as utm_source?
No. source controls the Source field described in this article. utm_source is used for attribution tracking.

Q: Can I use different Source values with the same form or survey?
Yes. Add a different source value to the URL to override the value configured in the builder.

Q: Can I filter contacts by Contact Source?
Yes. Contact Source can be used in supported contact filters and reporting areas.

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