{"id":807,"date":"2026-10-24T11:52:56","date_gmt":"2026-10-24T16:52:56","guid":{"rendered":"https:\/\/archietechnology.com\/ayuda\/guia\/saber-de-donde-vienen-tus-clientes-atribucion-por-canal-y-por-formulario\/"},"modified":"2026-10-24T11:52:56","modified_gmt":"2026-10-24T16:52:56","slug":"saber-de-donde-vienen-tus-clientes-atribucion-por-canal-y-por-formulario","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/saber-de-donde-vienen-tus-clientes-atribucion-por-canal-y-por-formulario\/","title":{"rendered":"Find out where your customers come from (attribution by channel and form)"},"content":{"rendered":"<p><!-- Archie Talk \u00b7 Contactos y captaci\u00f3n \u00b7 Estado: borrador (pasos sin verificar en pantalla) --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>See how many leads and how many won sales each channel brings you (WhatsApp, web form, bookings and more) and each lead capture form you have published.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>Both sections are in the view <strong>Sales<\/strong>\u00a0of the CRM.<\/li>\n<li>It's attribution based on the recorded source; it doesn't track every customer interaction.<\/li>\n<li>It respects your filters and permissions: the administrator sees the whole company and team members see their own.<\/li>\n<li>To see sales by WhatsApp ad, use the guide &#8220;How to see which sales each WhatsApp ad brings you&#8221;.<\/li>\n<\/ul>\n<h2>Steps<\/h2>\n<ol>\n<li>In the side menu open <strong>Sales CRM<\/strong>\u00a0and click <strong>Sales<\/strong>.<\/li>\n<li>Scroll down to the section <strong>Source by channel<\/strong>. <span class=\"ay-captura\">Screenshot: Source by channel section<\/span><\/li>\n<li>Review one card per channel. The possible names are: Web form, Web booking, Manual or no channel, WhatsApp, Facebook, Instagram, TikTok, Web widget, Email, SMS, API or Other channel.<\/li>\n<li>On each card read <strong>Leads<\/strong>\u00a0(how many came through that channel), <strong>Won<\/strong>\u00a0(how many were closed as won) and the won value in COP and USD.<\/li>\n<li>Compare the cards: a channel with many leads and few wins calls for reviewing quality or follow-up; one with few leads but many wins deserves more investment.<\/li>\n<li>Scroll down to the section <strong>Web lead source<\/strong>. <span class=\"ay-captura\">Screenshot: Web lead source section<\/span><\/li>\n<li>Each card is one of your lead capture forms, with its name, <strong>Leads<\/strong>, <strong>Won<\/strong>\u00a0and the won value per currency.<\/li>\n<li>Use it to find out which form or page on your site brings the best customers.<\/li>\n<\/ol>\n<h2>Expected result<\/h2>\n<p>You know which channels and forms generate the most leads and won sales, so you can decide where to focus your time and investment.<\/p>\n<h2>Common issues<\/h2>\n<details>\n<summary>I see &#8220;There are no leads to analyze yet.&#8221;<\/summary>\n<p>There are no opportunities recorded with a source yet. They'll appear as leads come in.<\/p>\n<\/details>\n<details>\n<summary>I see &#8220;There are no opportunities captured through forms yet.&#8221;<\/summary>\n<p>No requests have come in through your forms yet. See the guide &#8220;Create a lead capture form and publish it&#8221;.<\/p>\n<\/details>\n<details>\n<summary>Many leads show up as &#8220;Manual or no channel&#8221;.<\/summary>\n<p>They're opportunities created by hand or without a linked conversation.<\/p>\n<\/details>\n<details>\n<summary>Bookings appear separately from forms.<\/summary>\n<p>That's expected: bookings are counted as <strong>Web booking<\/strong>.<\/p>\n<\/details>\n<details>\n<summary>My social media campaigns don't appear.<\/summary>\n<p>This section doesn't attribute conversions from social media or bulk sends.<\/p>\n<\/details>\n<h2>When to contact support<\/h2>\n<p>Write to us if a channel shows data that doesn't add up. Send us: your company name, the channel or form, active filters, what you expected and what you see, and a screenshot of the section.<\/p>","protected":false},"excerpt":{"rendered":"<p>See how many leads and how many won sales each channel brings you (WhatsApp, web form, bookings and more) and each lead capture form you have published.<\/p>","protected":false},"featured_media":0,"menu_order":25,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[28,90],"class_list":["post-807","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-talk","ayuda_seccion-talk-contactos-y-captacion"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/807","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":0,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/807\/revisions"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=807"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=807"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}