Ability to change Contact's Original Source field

We need the ability as HubSpot administrators to change the Original Source field in Contacts to fix errors and "weird stuff" that can happen for more accurate lead and ROI tracking. I have several contacts set to Offline Sources that where really AdWords. It usually works but when it doesn't we are powerless to fix it. Without getting it fixed the ROI reports lose some of their (**bleep**).

 

The existing reports that are tied to Original Source are grea, but for smaller companies, where correcting a couple incorrect Original Sources for a 30 day period, are very important. If I had 100's of new contacts off of AdWords every month I wouldn't worry abt missing a few.

 

Using a custom field is not really a solution since you then give up using all the stock reports that leverage Original Source.

HubSpot updates
17 Replies
grf1979
Regular Contributor

System substituted **bleep** for "**bleep**". Weird.

grf1979
Regular Contributor

Look like v.a.l.u.e. is a forbidden word Smiley Happy

alyssacarter
Regular Contributor

agreed i'd really like to be able to change the original source manually!!!!

alyssacarter
Regular Contributor

 Agreed!!! Espeically when we import contacts from another campaign we are doing with a third party. It would be great to create a new source (like a webinar) and attribute those to that source!

christophk
Occasional Contributor

We totally need this too. Would improve the Hubspot experience for us significantly.

DrPerl199-
New Contributor

Yes! Please add this. We are on a very tight marketing budget and need to show every dollar spent is attributed to the right source. For one example, we had a customer click our advertisement (Google PPC) and then call the number on the page (didn't use the click-to-call method, just manually dialed). My sales guys entered him in as a lead, company, and deal but it's all attributed to "Offline sources". This will, unfortunately, not help tracking or help me prove ROI on my digital campaigns. As an Admin, I should have the ability to change this. 

KiwiJen83 Occasional Contributor | Gold Partner | Certified Trainer
Occasional Contributor | Gold Partner | Certified Trainer

Yes, please. One of my forms didn't trigger right, so now this new opportunity looks like it came from an offline source because I had to manually enter the data.

Hubspotting101
Regular Contributor

Yes please add this feature.  We have a number of important leads that are tagged wrong and have to manually add them in to our reports and ROI figures.

Leah2
Occasional Contributor

agreed. we recently starting getting leads from a 3rd party, which we are paying for, so want to be able to have that source as part of the reports and dashboards. its part of the marketing budget so should be able to easily see how our marketing is performing. and the concept of creating a custom source property is useless, that doesnt solve the existing reports that are now inacurrate.

CathalMoran
Regular Contributor

Example - If you get a lead via a chat platform like Intercom. Intercom will correctly capture the UTMs and set the sources but when you leverage the integration and push that new contact to hubspot it's source will be OFFLINE - Integration - Intercom. which is kind of useless when you want your reporting broken down by source. Likewise with leads create via Zapier Smiley Sad

andriig
Occasional Contributor

would be great to have that...

pvanzandwijk_iv
Occasional Contributor

Exactly! We need this. We've got Zapier, Clickmeeting and Eventbrite integrations of which the source always is set to Offline, which is incorrect. So the tracking reports need to include Offline Sources, but of course those reports are crooked cause Salesforce also gets the Offline Source, which in this case is the correct source.

clioi
Top Contributor

see this one too @hroberts

Gib
New Contributor

Hi, it's been more than 4 years that I am a Hubspot user and this has always been a pain. We need to be able to change a contact Original Source, specially when we import them of a CSV file, API or Zappier. All our marketing dashboards and reporting are wrong because of that. 

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

Hello!

 

We've recently made changes to allow you to edit the original source property in HubSpot --- just like you can any other contact property. To learn more, check out this blog post.

 

Best,

Alex

Gib
New Contributor

That's very helpful Alex, thanks!!

clioi
Top Contributor

Hi @agirard, thanks for the update! Are there any plans to add a 'Sales email' option for contacts created when emails are logged and a 'chat' one for chat conversations? At the moment, contacts created via both these options are classified as 'offline source' which I don't think is very accurate. Thanks