Overview

The Marketing section of the Project Page contains two areas for reviewing how a customer found your company:

• Milestones: Marketing touchpoints captured automatically through supported lead forms and integrations
• Referral: The referral source and additional referral information recorded on the project

View Marketing Milestones

The Milestones block displays marketing-attribution information associated with the project. Use this information to understand which marketing source, campaign, or webpage contributed to the lead.

Understand Milestone Types

A project may include one or more of the following milestones:

• First Touch: The customer’s earliest recorded interaction with a marketing source
• Lead Created: The point when the lead or project was created in Supermove
• Last Touch: The final recorded marketing interaction before the lead was created

Information in the Milestones Block

Each available milestone can display:

• Milestone: The recorded milestone type
• Timestamp: The date and time the milestone occurred
• Campaign / UTM Details: Available campaign and UTM information, including values such as source and medium
• Landing URL: The webpage URL associated with the milestone
• Ad Type / Cost: The advertising platform and lead cost, when provided

Select Show all under Campaign / UTM Details to review any additional available values.

You can also select the information icon for a milestone to open Additional Milestone Data, which may include:

• Keywords
• Device
• Operating system
• Browser

Some fields may display None or Unknown when that information was not provided to Supermove.

If the project does not contain marketing-attribution information, the block displays No milestones to display.

Can Milestones Be Edited?

The Milestones block is read-only. Milestones are populated automatically from the lead source or integration and cannot be manually added, edited, or deleted from the Project Page.

View Referral Information

From the Project Page, select Marketing → Referral.

The Referral block displays:

• How did you hear about us?: The referral source associated with the project
• Referral Details: Additional information about the referral source

Fields without referral information display None.

Edit Referral Information

1. Click Edit in the upper-right corner of the Referral block.
2. Select an option under How did you hear about us?
3. Enter any additional information under Referral Details.
4. Submit the changes to save the referral information.

The referral sources available in the menu may vary based on your organization’s options.

Note: If you have any additional questions, be sure to contact Supermove Support at help@supermove.com