Original Source is an amazing tool that really helps the marketing team get the props they deserve!
The limitations are frustrating though… If I organize and hold a Webinar and then upload a CSV of the attendees it counts as ‘offline sources’ - which basically means from that view that the salesperson did all the work to get them. Not true!
I am able to make a workflow to change the Original Source to Other Campaigns - but I can’t do a drill-down of what exact webinar or campaign that was from. It seems like a simple fix to be able to add an option to
So when we say ‘what campaigns brought in the most money’ we can say this exact webinar brought in XXX - yes on the campaign level you can see that, but it’s not entirely accurate because that contact could have just gotten an email about the webinar and their deal is attributed to that campaign - so it’s not concrete data.
If there was original source - Other Campaigns - March Webinar - the march webinar brought in $XXXXXX that would be a much better way to show how much money we brought in specifically for that tactic
I started using Hubspot a few months ago, and this has to be my biggest complaint with HS. The original lead and drilldown fields are too restrictive. And you can’t easily report on the Offline Sources. I did manage to figure out that when I upload a list, Original DrillDown 2 will adopt the name of the list like Webinar - Name of Webinar - Date, but you can’t easily create a view of those leads for sales to followup. I’m on the verge of scrapping those 3 fields altogether and creating custom properies if I can’t modify them to suit our processes.
Hi team,
Commenting for customer here.
I honestly hoping that we can expand the original source property. In fact, allowing cutomers to add in their own source would be great! This way, they can continue to use our default sales analytics tools to do reporting without having to set up their own custom source property.
Thank you.
this should be a must. We’re trying to create a marketing dashboard and most reporting apps we tested use the "original source " making the report very useless as all leads show as “offline” .
I had the same issue with AgencyAnalytics, databox and grow.com.
This is what our report looks like (pretty useless without the source):
I am looking for something similar. We have multiple Paid campaigns, review sites, content syndication etc. I can add them under Other Campaigns, but then I need to add additional filter on each report. I’d like an option Paid Other or something similar. Event/Webinar would also be advanatageous, as I am now using Other Campaigns for these.
We’d like to see all of the default properties created by HubSpot made editable (at least by an Admin). Adding parameters that meet our business needs is critical to tracking leads, deals and results. Because of the restrictions, the Original Source, Latest Source properties are two that have been rendered unusable by us.
If we could add parameters to those fields, and make some of them available in our forms, it would be a game changer! :-]
I sure hope that HS is listening. This feature request was submitted back in August of 2021…
Agree!! I am trying to parse out what activities can be attributed to marketing vs. sales, and making this more user-friendly would be excellent. It’s really difficult when I get a report like this and I have no idea what the numbers mean or even how to find out what they are
Need to make these values act similar to Lifecycle values. You can modify the existing HubSpot values and add your own. This is a real roadblock for us as it forces us to either use the other campaign selection or create a new field. Both create data night mares.
Unfortunate that it’s been so many years and there still isn’t an option to edit original source options. It would be great if worked similar to the industry property on the company record, where you can’t delete or edit an existing value, but can add new options for things that are missing (Events, for example).
Offline sources is such a catch-all, and provides little to no value.
I’m Maggie from HubSpot’s product team. I don’t have any updates about the Original Source Properties but I do want to flag that we’ve rolled out a new set of properties which are specifically focused on how a record was created. If you go to any record (of any object type), you’ll now see a new Record Source property (with a much larger range of sources) and 3 record source details properties. My hope is that this will provide a lot of additional clarity for information that was formerly smushed into the “offline sources” bucket.
We have so many offline sources because we use a lot of APIs. I don’t want to map any IDs to the HubSpot standard for traffic sources or create a custom property for it. It would be very nice if the original and last traffic source had more options or that we could add options.
Use Case/Example: What can I do with deals from affiliate, call center, other paid channels, messengers like whats app?
