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Project sources and tracking
Add a project tracking element to your forms
Add a project tracking element to your forms

Ask your clients how they heard about you and Dubsado will apply a project source tag automatically.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Aug 11, 2023

With the Project tracking element on your lead capture form, questionnaire, or proposal, you can automatically track where your new leads are coming from!

screenshot of project tracking element

This element adds a dropdown box to your form where your potential client can select from the project source tags you've created.

To add a project tracking element to a form:

  1. Go to Templates >> Forms and select a form.

    • Project tracking isn’t available on contracts or sub-agreements.

  2. Click the Project tracking element. It will then appear in your form.

  3. In the form, click on the element to view additional options to set up your project sources.

  4. Click the Select or create project source dropdown to add your project sources.

    screenshot of editing project tracking

You can then re-order the sources as you'd like them to appear. Clients filling out the form will not see your project source tag colors.

View referral source in a project

Now when a client fills out and submits your form, Dubsado will automatically add the selected project source tag to the project! To view, go to Projects and select your client’s project. In the project sidebar, scroll down to Referral Source.

If a project already has a Referral Source listed, and a form with a Project tracking element is filled out, the referral source selected on the form will override the existing source on the project.

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