How do I create and view (monitor) different sources of enquiries?SOLVE
Jul 14, 2017 6:27 AM
I want to be able to monitor where new contacts come from.
I would have assumed that when creating a new customer, I could manually enter where the source of this customer / lead was from?
Reccomendation / Trade Show / Freinds and Family etc.
Is this possible?
Solved! Go to Solution.
Jul 14, 2017 7:27 AM
Hey @danielgordon are you using both the HubSpot CRM and Marketing platform?
This article suggests using list filters to identify the source of a contact. For creating the list, the two list filters to use are: Original Source Drill-Down 1 and Original Source Drill-Down 2. Older HubSpot accounts may see the terms as Original Source Data 1 and Original Source Data 2.
Original Source Drill-Down 1 and Original Source Drill-Down 2 are two analytics properties included on every HubSpot Contact record.These properties store further information on the source of the Contact's first visit and their values vary depending on the Original Source Type property. Listed below are the definitions for these two properties for each source:
|Original Source Type||Original Source Drill-Down 1||Original Source Drill-Down 2|
|Organic Search||Search term (if available)||Search Engine site|
|Referrals||Referring website domain||Referring website URL|
|Social Media||Social Media site||Campaign Name|
|Email Marketing||Campaign Name||HubSpot Email Name|
|Paid Search||Campaign Name||Search term (if available)|
|Paid Social||Social Media site||Campaign Name|
|Other Campaigns||Campaign Name|
Source / Medium
|Specific offline medium|
(examples: BCC_TO_CRM, CRM_UI, salesforce-createdby)
If you want to record the Offline Source, i.e. trade show, you will need to create a custom contact property.
Let me know if I can help further!