Ever wondered how to effortlessly track referrals from multiple sources using just ONE calendar? 🤔 Let’s dive into this simple yet powerful hack that leverages hidden fields and custom links, making your life a whole lot easier! ✨
🗝️ The Power of Hidden Fields: Your Secret Weapon 🤫
Imagine having a secret code embedded in your calendar links, revealing who referred each appointment without anyone even noticing! 🤯 That’s the magic of hidden fields.
🪄 How It Works:
- Create a Custom Field: In your calendar form, add a hidden single-line text field labeled “UTM” or something similar. This field will act as our secret code container.
- Craft Unique Links: For each influencer or referral source, create a custom link with a unique identifier at the end. For example:
yourcalendarlink.com/?ref=bobyourcalendarlink.com/?ref=steve
- The Hidden Connection: When someone books through a specific link, the hidden “UTM” field automatically captures the unique identifier (e.g., “bob” or “steve”).
💡 Pro Tip: Use short, memorable identifiers for your influencers to make the links cleaner.
🤖 Automating the Magic: Let Workflows Do the Heavy Lifting 💪
Now that we have our secret codes in place, let’s automate the process of tracking and organizing these referrals.
⚙️ Setting Up the Workflow:
- Trigger the Workflow: Set your workflow to trigger when an appointment status is confirmed.
- Branch Out: Create separate branches in your workflow for each influencer, based on the unique identifier captured in the “UTM” field.
- Update Contact Information: Within each branch, update the contact’s profile with the corresponding influencer’s name. This step ensures easy filtering and segmentation later.
🤯 Mind-Blown Moment: You can have multiple levels of branches to accommodate a large number of influencers!
📊 The Proof is in the Filtering: Segment and Conquer Your Data 📈
With everything set up, you can now effortlessly filter your contacts based on the influencer they came from.
🔍 Filtering Made Easy:
- Access Contact Filters: Go to your contact list and apply a filter based on the influencer field.
- Instant Insights: Voila! You now have a clear view of all appointments booked through each influencer, allowing you to analyze their effectiveness and make data-driven decisions.
💡 Pro Tip: Save your filtered views as Smart Lists for quick access to frequently used segments.
🧰 Resource Toolbox: Your Gateway to Success 🚀
- GoHighLevel: An all-in-one marketing platform that offers powerful automation features, including the ones discussed in this guide. https://clicklaunch.ai/highlevel
By implementing this simple yet effective strategy, you can unlock a whole new level of organization and insight into your referral sources. 🎉 Now go forth and conquer those calendars! 🗓️💪
