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Step-by-step guides for setting up SourceXray and getting the most from it.

Getting started

Get started in 5 minutesCreate your account, add your website, install the script and see your first lead with its full source.Install the tracking scriptAdd SourceXray to any website by pasting one line, through Google Tag Manager, or with the WordPress plugin.WordPress pluginInstall the SourceXray plugin to add the script and put the lead source into every form notification email.

Forms

Forms and hidden fieldsWhich forms work out of the box, and how to add hidden fields so the source reaches your form emails and CRM.

Channels and ads

Set up your ad platformsAdd one line to Google Ads, Microsoft Ads, Meta, LinkedIn and Google Business Profile to see the exact campaign, keyword and device behind each lead.How channels and attribution workHow SourceXray decides the channel of each visit, what first and latest touch mean, and how AI assistants are tracked.

Leads and alerts

Leads, reports and spamFind, filter and export your leads, mark them as qualified or won, and understand how spam is filtered.Lead alerts: email, Slack, Teams, Google Chat and DiscordGet an alert for every lead, or one daily summary, with the channel, campaign and keyword.

Integrations

Zapier, Make and webhooksSend every lead with its full source to Zapier, Make, n8n or your own server, and on to thousands of apps.HubSpot and GoHighLevelCreate or update contacts in HubSpot or GoHighLevel with the channel, campaign, keyword and landing page already filled in.Google Ads and Meta conversionsTell Google Ads and Meta which clicks became leads, so their bidding finds more people who enquire.

AI Tracking Setup

AI Tracking Setup for Tag Manager and GA4Connect Google Tag Manager and GA4 once, then ask in plain English for lead, call and conversion tracking.

Account and privacy

Privacy, cookies and consentWhat the script stores, how to wait for consent, how to stop collecting contact details, and where data is kept.Plans, billing and your accountCompare plans, upgrade or cancel, manage invoices, and change your account details.TroubleshootingFixes for the common problems: installation not verified, leads missing, the wrong source, and cache or security settings.
Can't find what you need?

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