Reporting & Analytics

Jprybylo
Participant

Help! Is anyway to capture source at a conversion event (Subtitle - Solving For Offline Souce)

SOLVE

Hi all, 

 

I'm looking to solve an attribution problem for our marketing team for lead source and wondering if anyone can help here. 

 

As we are in the Higher Ed space, a larger portion of our database has been sourced from list uploads and are tagged as "Offline source." The problem is marketing does not consider a lead a lead until a conversion event is reached (Form submit), so I'm looking for a way to either update the original source field when a contact tagged as Offline Source" converts on a form or update a custom field in a similar manner. The problem is I don't see a way to pull this value when a form is completed in Hubspot. 

 

 

Scenario to below to illustrate. 

 

  • Contact is uploaded to our database in Q42019 & tagged as "Offline Source". 
  • The contact finds a link to our site on a news article in Q2-2020 and completes a "Free Chat Bot Form" on our site. 
    • In Ideal World: The original source is then updated to Referral or direct.   
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1 Accepted solution
Mike_Eastwood
Solution
Recognized Expert | Gold Partner
Recognized Expert | Gold Partner

Help! Is anyway to capture source at a conversion event (Subtitle - Solving For Offline Souce)

SOLVE

Hi @Jprybylo 

 

What if you created a new Custom Property for your Attribution.

 

You could automate the defualt properties (e.g. form completion) and manually tag your imports (e.g. Q42019).

 

Not ideal but it could be useful for reporting.

 

Have fun

Mike

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2 Replies 2
Mike_Eastwood
Solution
Recognized Expert | Gold Partner
Recognized Expert | Gold Partner

Help! Is anyway to capture source at a conversion event (Subtitle - Solving For Offline Souce)

SOLVE

Hi @Jprybylo 

 

What if you created a new Custom Property for your Attribution.

 

You could automate the defualt properties (e.g. form completion) and manually tag your imports (e.g. Q42019).

 

Not ideal but it could be useful for reporting.

 

Have fun

Mike

TitiCuisset
Community Manager
Community Manager

Help! Is anyway to capture source at a conversion event (Subtitle - Solving For Offline Souce)

SOLVE

Hi @Jprybylo 

 

I want to share this resource as a starting point regarding the Original Source properties 

Manually update a contact's Original source value

 

I also want to tag some of our experts on this - @Mike_Eastwood @Josh @Bryantworks do you have any thoughts to share with @Jprybylo on this? 

 

Thank you!

Tiphaine


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