How to track lead source in Everest Forms
Wire Everest Forms submissions into proper marketing attribution. Every entry arrives tagged with source, campaign, and the visitor's complete journey.
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Everest Forms is the gentler entry point into WordPress form-building, free, lightweight, and approachable. Where most marketers eventually hit a wall is the moment leads start arriving and there’s no built-in way to see which channel sent them. SourceLoop solves exactly that, with no Everest Forms changes required.
Three steps, around five minutes, attribution active on every form on the site.
What SourceLoop captures from Everest Forms
Each Everest Forms submission flows into SourceLoop tagged with:
- The marketing source of the visitor’s session
- Full UTM stack from the landing URL
- Pages browsed in order before the form was submitted
- Time on site ahead of the submission
- Repeat visits that preceded this conversion
- Email + name captured from the Everest Forms fields
- Original landing page of the visitor’s history
- Source of the converting session specifically
- Device, country, browser
Before you start
You’ll need:
- A SourceLoop workspace (free trial)
- WordPress admin access (or another way to edit
<head>markup) - An Everest Forms form embedded on a published WordPress page
Step 1: Drop the SourceLoop snippet into WordPress
In SourceLoop, open Setup -> Tracking code in the sidebar and copy the snippet.
On WordPress, place it in your site’s <head>. The usual options:
- WPEverest’s own User Registration suite has a header-script slot you can use
- A standalone header-injection plugin (Insert Headers and Footers, WPCode)
- Your active theme’s
header.php, just before</head> - The “Custom Code” section of any SEO plugin
- Google Tag Manager firing on All Pages
Whichever path, the snippet should run on every page where an Everest Form may appear.
Step 2: Confirm your form is on a published page
No per-form settings to flip inside Everest Forms. Once the snippet loads site-wide, every Everest Form on every published page becomes attributable automatically.
A quick sanity pass:
- The form is on a published page or post (drafts aren’t accessible to visitors)
- The form collects an email field, SourceLoop uses email to create the lead
- Performance plugins (WP Rocket, W3 Total Cache, etc.) aren’t defer/async-ing SourceLoop after the form submits
Step 3: Send a test submission
Open your form’s page in an incognito tab with ?utm_source=test&utm_medium=verify&utm_campaign=everest-check glued onto the URL. Submit a test entry using an email you control.
Within seconds, the lead should appear at the top of the Contacts Hub in SourceLoop with the three test UTM values pinned to the contact.
Where to see Everest Forms submissions in SourceLoop
Contacts Hub
Each Everest Forms entry becomes a row at app.sourceloop.ai/contacts. Click a row to see the visitor’s complete pre-submission browsing path.
Attribution dashboard
For the cross-channel rollup, app.sourceloop.ai/dashboards/traffic groups Everest Forms submissions by source, medium, and campaign so you can compare what’s converting.
Funnel reports
In app.sourceloop.ai/funnels, build a funnel that ends in “Everest Forms submission”. Slice it by source, landing page, or device to find the highest-converting paths.
If paid acquisition is in your stack, mirror Everest Forms submissions back to Google Ads, Meta, and LinkedIn as offline conversions so the ad platforms train on real lead generation instead of clicks. Connect your Google Ads account covers the wiring.
Frequently asked questions
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Does this work on the free Everest Forms plugin or do I need Pro?
Both. SourceLoop's tracking runs entirely in the browser, with no dependency on Everest Forms' add-ons or paid features, so the free plugin is fully supported.
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I use Everest Forms' Multi-Part Forms add-on. Are multi-step submissions captured?
Yes. The number of steps inside the form doesn't matter, SourceLoop fires when the visitor reaches the final submit, regardless of how many sections came before.
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My Everest Forms send data to a connected User Registration plugin to create accounts. Will that flow still work?
Yes. The User Registration plugin continues to create accounts normally. SourceLoop attaches attribution to the form submission on its end, completely independent of the registration workflow.
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Can SourceLoop track entries from Everest Forms' Surveys, Quizzes, and Polls add-on?
Yes, as long as the survey or quiz captures an email at some point. SourceLoop uses email to identify the lead and attach the marketing source.
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Will the SourceLoop snippet slow down my Everest Forms pages?
No. The snippet is small and loads asynchronously, so it doesn't block your page render or your form's submission flow.
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