Help Center

Marketing Sources and Channels

* Page referenced in this article: marketing sources and campaigns page.

A Source identifies where a lead came from. Sources are the foundation for attribution, pipeline reporting, and Marketing ROI in LeadCenter.

You can also reach this page from Marketing → Sources in the left sidebar.

Why Sources Matter

• Automatically attribute contacts and leads to the marketing channel that brought them in.
• Review marketing performance and ROI across channels.
• Track appointments and production back to the Source or Campaign that generated the opportunity.

Common reports powered by Sources include:

• Sales Pipeline Report
• Executive Dashboard YTD and Annual. Check the Marketing Sources ROI page.
• First Appointments Report
• Production Tracking Report

Source, Campaign, and Medium

Add a Source

1. Go to Marketing → Sources.
2. Click Add source in the top right.
3. Leave Parent Source empty to create a top-level Source.
4. Enter the Source Name.
5. Optionally add a description, start date, end date, active status, color, and icon.
6. Click Save.

Add a Campaign Under a Source

Campaigns use the same form as Sources. The difference is that you select a Parent Source.

1. Click Add source on the Sources page.
2. In the Parent Source dropdown, select the parent Source.
3. Enter the Campaign name in Source Name.
4. Fill in the rest of the fields as needed.
5. Click Save.

The new item appears as a child Campaign under the parent Source.

Connecting Capture Methods to a Source

Most capture methods are tied to a Source on their own settings page.

• Phone numbers — assign a virtual number to a Source.
• Email Redirect to Sources — generate an email address tied to a Source.
• Form Builder — set the default Source in Lead Tracking Settings.
• Website forms integration — set the default Source on each registered form.
• Text-in keywords — each keyword is tied to a virtual number, which is tied to a Source.
• Events and seminars — set the Source per event when available.

Note: the Source form does not have a Mediums multi-select field. Mediums are determined by how each capture method is configured.

Best Practices

• Keep the Source list short. Use Sources for major channels, not every individual campaign.
• Use Campaigns for efforts you want to compare. Examples include individual seminars, ad sets, or seasonal promotions.
• Match Source and Campaign names to your UTM naming conventions so attribution resolves cleanly.
• Set a default Source on every capture method so contacts are not created as Unknown when no UTM is present.
• Deactivate instead of deleting Sources or Campaigns that have history.

FAQs

Where is the Sources page?

Go to Marketing → Sources, or open the Sources page directly.

How do I add a Campaign?

Use the same Add source button and select a Parent Source in the form.

Why don't I see a Mediums setting on the Source form?

The Source form does not include a Mediums field. Mediums are determined by the capture method, such as phone numbers, forms, email redirects, or Text-in keywords.

Related Articles

• Marketing Mediums
• Find Matching Lead Source URL Test Tool
• Sources vs. Campaigns: Parent / Child Hierarchy
• UTM Parameters for Lead Source Attribution