‹ Home
Exported

Vitalyc MedSpa - www.vitalyc.com | https://vmedspatx.com/ - CZ

This is for a client who already has a website we can use that we just need to optimize.
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: Digital Marketing Campaigns & Set Up

✔ looks like lead source isn't showing on lead sheet?

whitney.zelig@gmail.com added this on
Completed by Hector M.
Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Hey Isaac Klausnser, Medstar Isaac  can you look into this 

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - It's because all the forms on their website including the popups are HubSpot forms which don't provide any way of passing the lead referrer info.

I just created a support ticket with Hubspot support team to check if there is some way to do this that I missed in their documentation.
whitney.zelig@gmail.com, Medstar gotcha
Notified 1 person
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac  
Did support ever respond to you? 
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Yes. By default, it's not possible but we can create parameters that may allow passing this info to the lead sheet but we will have to ask the client for this as they mentioned not to make changes in their current Hubspot setup.

Sorry for missing giving an update here. 
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
No worries Isaac.
If the client mentioned that they did not want any changes to their Hubspot, then there's not much else we can do. Unless whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  wants to override that? Whit, what do we do?
Notified 2 people
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
not much we can do, thanks team. 
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Okay, thanks for confirming Whitney. I will close this out then. 
Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Hector Mota, Operations Manager at Medstar
Hector Mota re-opened this to-do.
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac  
I am seeing that the DATE each lead comes in is no longer showing on this client's lead sheet. Chris said it was because it is no longer hooked up to what I don't recall. 
But without the dates showing up, it is hard to keep track of when each lead is coming in. 
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - The G column in the sheet is the date column but the date is in the UNIX format. Couldn't get Hubspot to pass the date in normal format but we can easily convert the Unix date to normal date format. I have now converted it for you. If you need me to make a video of how you can convert it on your end in the future. Please let me know.
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
UNIX format? Okay, thanks for letting me know.
However, I am still seeing it in that format Isaac. Unless it means that these are new leads and it needs to be converted as they come in?

image.png 129 KB • Download
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector  

Unless it means that these are new leads and it needs to be converted as they come in? 

Yes. That is correct. We need to manually convert the new leads using a formula. If you want. I can make a video for you on how you can do this on your end whenever you check the new leads in a week or month. 
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Okay, yes, that would be very helpful Isaac. This way, if I need to check any issues, I can convert them myself. 
Thank you again. 
Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.