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LMC-Alex
Participant

How to use Change Source data in workflows and reports

I'm trying to figure out how I can use property "change source" information in workflows and/or reporting (see screenshot).

LMCAlex_0-1739904846219.png


My use case:
We have a number of different ways of updating data: 
1. Manual
2. Workflow
3. Data import


Our manual data is more reliable than the data we set via workflows and imports.

I want to:
a) Prevent workflows from overwriting manual data, whilst allowing them to overwrite data set by workflows or imports.
b) View which source data came from at scale within Hubspot, without having to export property history and work with an excel.

Any ideas?

Thanks!

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2 Replies 2
Levi
Top Contributor | Elite Partner
Top Contributor | Elite Partner

How to use Change Source data in workflows and reports

Maybe the drill down 1 / 2 source propeties will help? @LMC-Alex 

The following table shows the Original Traffic Source or Latest Traffic Source values and the possible Traffic Source Drill-Down values included in each category:

Original or Latest Traffic Source Original or Latest Traffic Source Drill-Down 1 Original or Latest Traffic Source Drill-Down 2
Organic search Search term (if available) Search engine site
Referrals Referring website domain Referring website URL
Organic social Social media site Campaign name retrieved from the URL's utm_campaign parameter
Email marketing Campaign name retrieved from the URL's utm_campaign parameter HubSpot email name
Paid search Campaign name retrieved from the URL's utm_campaign parameter Search term (if available)
Paid social Social media site Campaign name retrieved from the URL's utm_campaign parameter
Direct traffic Entrance URL N/A
Other campaigns Campaign name retrieved from the URL's utm_campaign parameter Source / Medium 

Levi Meulensteen - Team Lead HubSpot - Bright Digital
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LMC-Alex
Participant

How to use Change Source data in workflows and reports

Hi Levi,

 

Thanks for your suggestion. Unfortunately that's not going to help here as these fields don't show me who (or what) was the last person (or workflow/import) to update specific properties.

0 Upvotes