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Tracking referral sources via Links

Per-source attribution in SALT comes from using a separate Link per campaign, partner, or channel. Each Link tracks its own view count, lead count, and submission count. From there, filter your Submissions list by Link to see exactly what each source produced.

Updated Apr 29, 2026 • For agency admin

In short: Create a separate Link for each source you want to track — partner, campaign, page on your site. Each Link automatically tracks views, leads, and submissions. Filter your Submissions list by Link to see per-source data.

How attribution works in SALT

SALT’s attribution model is built around the Link. When a consumer fills out a Form, the resulting Submission records which Link they came in on. From there, every per-source question — “How many leads did Acme Partner send?” “Which Facebook campaign converted best?” “Did the homepage embed outperform the blog embed?” — is a filter on the Submissions list.

You don’t need UTM parameters, cookies, or external analytics tools to get this. The Link itself is the attribution.

Set up per-source tracking

The strategy is simple: one Link per source you care about.

  1. 1

    Identify the sources you want to distinguish — paid ads (per campaign or per ad set), referral partners (one per partner), site pages (homepage, auto page, blog), email campaigns, in-person events.

  2. 2

    For each source, create a new Link on the relevant Form.

  3. 3

    Name the Link clearly so it’s obvious internally what each one is for. “Auto Quote — Acme Mortgage” or “Home Quote — Q2 Facebook Campaign” beats “Auto Quote 3.”

  4. 4

    Share each Link with its specific source. Use the Link’s URL, embed, or QR code depending on the medium.

That’s it. From day one, each Link captures view counts and submission counts independently.

Every Link tracks three counts:

  • View count — how many times someone landed on the Link’s URL.
  • Lead count — how many of those started filling out the Form (gave at least an email or phone).
  • Submission count — how many completed the Form.

The ratios between these tell you efficiency: a high view-to-lead ratio means consumers landed but didn’t engage; a high lead-to-submission ratio means they engaged but didn’t finish.

Open the Submissions list and filter by Link. You’ll see only the Submissions that came in through that specific Link. From there:

  • Sort by status to see what’s converting
  • Filter by date range to compare campaigns over time
  • Export to CSV if you want to analyze externally

If your plan includes Reports (Middle Market and above), Link Performance reports summarize this data without manual filtering.

Naming conventions that scale

A few rules-of-thumb after the third or fourth Link:

  • Lead with the Form purpose. “Auto Quote — Acme” beats “Acme — Auto Quote” because it groups by Form when sorted.
  • Include the source category. “Auto Quote — Partner — Acme” lets you see all partner Links together.
  • Avoid dates in the name unless the campaign is genuinely time-bound. “Q2 Facebook Campaign” ages quickly and gets confused with Q3.
  • When you retire a Link, archive it. It still tracks history; just doesn’t clutter your active list.

Examples:

  • Auto Quote — Partner — Acme Mortgage
  • Auto Quote — Site — Homepage
  • Auto Quote — Site — Auto Insurance Page
  • Auto Quote — Paid — Facebook Lookalikes
  • Home Quote — Email — March Newsletter

Per-Link attribution covers “which Link did this come from.” If you need finer detail (e.g. which exact Facebook ad inside a campaign), you can:

  • Use UTM parameters on the URL — SALT preserves them in the Submission’s referral data
  • Add a tracking pixel on the Form’s confirmation page
  • Set up a CRM integration like AgencyZoom that records source data on the destination side

Per-Link is the simplest layer; the rest is bonus refinement.

Common questions

Can I retroactively split a Link into two? No — Submissions are anchored to whatever Link they came in on. Going forward, create new Links and route future traffic through them.

Does archiving a Link erase its per-source history? No. Archived Links are still queryable in your Submissions list. The data isn’t lost; the Link just stops accepting new traffic.

How granular should I go? One Link per ad? Up to you. If your team will actually act on per-ad data, go granular. If not, one Link per channel (Facebook, Google, partner) is enough. Too many Links creates UI clutter.

What if I forget to use a per-source Link and just share my main Link everywhere? Then everything attributes to your main Link, and per-source tracking isn’t possible for that period. Set up the per-source Links going forward — past Submissions don’t reattribute.