MoveBoardSettings › Sales & orders › Lead sources is the list behind every order's Source: Google, Yelp, a referral, a sign on the truck… Your office picks one on each order, and customers can pick one on your website form.
Before you start
Anyone who can open Settings can change the list. Only an administrator sees and changes what each source costs.
The two lists
- Your sources — the sources you made, in the order customers see them. Drag a row by its grip (or use the arrows) to move it; the new order saves at once.
- Lead providers — sources that deliver leads to you automatically. Their names can't be changed; you can only switch them on or off.
Instructions for lead providers and Angi
The Lead providers card has two buttons at the top right — the same instructions you find in Settings › Pricing & calculator › Move Size:
- For lead providers — the full text to send a company that sells you leads: the address, the headers, a sample lead, every optional field and your numbers (bedroom sizes, services, entrances). Tick the move types they send and press Copy instructions. More in Send leads by API.
- For Angi — what Angi needs to set up your leads, with your Angi Leads address. Press Copy Angi instructions and forward it to your Angi contact. More in Lead providers (Angi and others).
Both use the branch you're signed in to and your saved move sizes. Press the button again (or the X) to close them.
Each row has two switches that save the moment you flip them:
- Active — the source can be picked on new orders.
- Show to customer — customers can pick it on your website form. It is greyed while the source is not active.
The AI receptionist's own source is marked Set only by the AI receptionist: it is never shown to customers and can't be renamed.
Add or change a source
- Press New lead source (top right), or Edit on a row.
- Type the Source name. Website URL is only for a source that quotes from a landing page of its own.
- Set Active and Show to customer.
- Press Save.
Renaming a source does not change existing orders: they keep the name they had, and new orders use the new name. Typing back an old name brings that old source back.
Delete (in the edit pop-up) asks You are about to remove this setting. Do you wish to proceed? first.
What each source costs (administrators)
Under each source an administrator sees its cost today (or Cost not set). Press it to open the cost pop-up:
- Choose Cost per lead (a fixed amount for every lead) or Monthly spend (a fixed monthly budget, spread over the report's period).
- Type the amount and, optionally, the Starting date. Blank means from the start — every past month too.
- Press Add this cost.
Earlier entries stay in the list (In force today, Starts later, Earlier), so past months keep the cost they had. The costs feed the Lead Acquisition Costs report (total spend, cost per lead, cost per booking and return).
Website leads: where their source comes from
The Website leads card (under your sources) decides the Source of a lead from your website's quote forms. Out of the box it works exactly as it always has, so nothing changes until you change it here.
Source for website leads
- What the customer picks on the form (the default) — the Source is the customer's answer to How did you hear about us?.
- From the ad link first, then the customer's pick — when the visitor came from an ad, the link they landed with sets the Source. You make the rules; they are checked top to bottom and the first one that matches wins. If no rule matches, the customer's pick is used.
Each rule looks for one thing in the ad link and names one of your sources — an office-only source customers never see (for example Google Ads) is fine:
| A rule for | Matches a link with |
|---|---|
| Google ad click | gclid, gbraid or wbraid (Google adds these to every ad click), or utm_source=google |
| Facebook / Instagram ad click | fbclid, or utm_source = facebook, fb, instagram or ig |
| Microsoft / Bing ad click | msclkid, or utm_source=bing |
| utm_source / utm_medium / utm_campaign contains | those words anywhere in that tag, in any case — for example utm_campaign contains pmax |
Put the narrow rules (a campaign name) above the wide ones (any Google click): use the arrows to move a rule. Press Add a rule for another, and the bin to remove one.
If the customer doesn't pick a source — also when the How did you hear about us? field is switched off on your form:
- First source in the list (as today) — the first source customers see (the top one in Your sources that has Show to customer on). This is the default.
- Website or Other — every unanswered lead gets that name instead. If it isn't in your list, add it with New lead source so the office can pick it too and you can give it a cost.
- Any of your own sources.
Press Save (top right of the card). It applies to new website leads from that moment; orders you already have never change, and the office can still change any lead's Source by hand. Each branch has its own setting.
It also covers leads that reach MoveBoard through the lead API (a website form plugin or a lead provider posting to MoveBoard) when they carry the page's ad link: the ad rules can set their Source, and without a match the provider's own source stays.
How you can tell. When a rule (or the no-pick choice) sets the Source, the order's log says so, for example Source set from the ad link (gclid → Google Ads) or Source set to Website: the customer didn't pick one on the form. If a rule names a source you have since renamed or deleted, the lead keeps the customer's pick and the log says the rule's source is no longer in your list; the card marks that rule in red until you choose another.
Example: Google ads were counted as Facebook
Facebook is first in your list, so every visitor who skipped How did you hear about us? was counted as Facebook — including people who came from your Google ads.
- On the Website leads card, choose From the ad link first, then the customer's pick.
- On the Google ad click rule, choose the source you want for Google ad leads (for example your office-only Google Ads source).
- On the Facebook / Instagram ad click rule, choose Facebook; on Microsoft / Bing ad click, your Bing source — or remove the rules you don't need.
- Under If the customer doesn't pick a source, choose Website (or Other).
- Press Save.
Referrals
Referrals moved to Settings › Affiliates › Referrals — see Referrals.
If something goes wrong
- Source is a required field — type a name.
- Rule 2: choose the source (or type the words …) — finish that rule or remove it before saving.
- "…" is not one of your lead sources — the source was renamed or deleted since; choose another one.
- If a switch or the new order can't be saved, it goes back and a note says why.