Am I able to track an incoming source? If so, how do I set this up

Yes, below are instructions on how to set this feature up with your ePro links and/or Customer Info Form.

For Quotit Hosted WebExpress Sites

Step 1
Add "?source=your_tracking_source" at the end of your domain name. See sample below:
http://marketing.quotit.com/tutorials/sourceTracking/screenshot1.jpg
(replace your_tracking_source with any names and be sure to include no spaces)

Step 2
This will generate a cookie on the visitor's computer and all IFP quotes created from this computer will have the tracking source attached to it.

For Quotit ePro IFP Links

Step 1
Simply add "&source=your_tracking_source" at the end of the license number found on your ePro IFP links. See sample below:
http://marketing.quotit.com/tutorials/sourceTracking/screenshot2.jpg
(replace your_tracking_source with any names and be sure to include no spaces)

Step 2
This will add a new source parameter which will recorded once a visitor completes the info entry form and hit the "Show Plans" button.

How To View Lead Sources in Quotit iPro

Step 1
Login to your Quotit iPro account.

Step 2
Click on Individuals & Families  >  Contacts.

Step 3
Click on the Sources dropdown to filter through your IFP contacts.
http://marketing.quotit.com/tutorials/sourceTracking/screenshot3.gif

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