New Beauty and Wellness - 🔴 SEO client 🔴 - IA

https://newbeautywellness.com

Lead Import - Zapier not putting date in

Assigned to
Isaac Klausnser, Medstar Isaac K.

Comments & Events

Chris Zelig, Medstar
HI Isaac,

On the lead import sheet for New Beauty - This also applies to Dr Lowney / Abs

https://docs.google.com/spreadsheets/d/1q6xOoQb4vOVeuks2AKoTL4_4rhSKKsabAH3fQH3GkXs/edit?usp=sharing

A few things are not importing correctly:

Optinmonster / Zapier: 

Column B: lead phone
Colum D: lead referrer: email of client is showing up instead of source url
- I also want all UTM url and parameters set up so we can see the traffic source
Column F: Lead Service Type
Column G: Lead Date: Could we have a standard date format that shows the same as gravity forms

Gravity Form:

Column B: lead phone
Colum D: lead referrer: could you figure out how to show which url they filled out the form with - also knowing the GCLID or if it came from Facebook, Instagram, etc. would be very helpful
Column F: Lead Service Type
Column G: Lead Date: how can we get the creation date on this?
Isaac Klausnser, Medstar
Already fixed the info going to wrong cells issue.

Will check for source URL and entry date for leads coming thru Option popup.
Isaac Klausnser, Medstar
Optinmonster / Zapier: 
Column F: Lead Service Type - We need to have a field for it in the Optin popup.
Column G: Lead Date: Could we have a standard date format that shows the same as gravity forms - Sorry but it's not doable.

Gravity Form:
Colum D: lead referrer: could you figure out how to show which url they filled out - It's already showing this lead url

Column G: Lead Date: how can we get the creation date on this? - It's already showing the lead entry date.
Chris Zelig, Medstar
How do we record the source URL for the optinmonster / zapier
Chris Zelig, Medstar
Chris Zelig completed this to-do.