Marketing Sources are used to track how clients heard about services or programs. These sources are recorded in the Client and Client Assignment records under the How Heard fields. Proper setup ensures accurate marketing analytics and reporting.
Navigation
Main Menu → Selects → E-M → Marketing Sources
Applies To: Enterprise, Plus, Basic
Field Details
- Marketing Source: Required field. This is the name of the marketing source and cannot be duplicated in more than one record.
- Subcategory: Select the value that best categorizes the marketing source. This field is used in the Marketing Graph of Snapshot pages. (Note: Options are not user-defined.)
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Marketing Code: (Optional) Used for tracking codes or abbreviations, particularly for NRS reporting purposes.
- Helps identify specific marketing sources, even if the Marketing Source text is spelled differently.
- Ensures consistency in reports that require specific marketing referral sources and coded outcomes.
- Description: (Optional) An internal description of the marketing source for reference.
Key Notes
- Properly categorizing Marketing Sources improves tracking and reporting accuracy.
- The Marketing Code field allows flexible naming conventions while ensuring consistent reporting.
- The Subcategory field enhances data visualization in Snapshot Marketing Graphs.
Conclusion
Marketing Sources play a key role in tracking outreach efforts and analyzing client engagement. Configuring these fields properly ensures reliable data for reporting and decision-making. For further assistance, refer to related articles or contact support.