Published
“Source and ad attribution”: where the lead came from, by name rather than by identifier
The lead card now has a block saying where the lead came from: the source in plain wording and the campaign name, which the owner sets once.
Until now the answer to “where did this lead come from” was an identifier: a string of letters and digits you can compare with another one but cannot read. The lead card now carries a “Source and ad attribution” block with two lines: the source in plain wording, for example “Meta (Facebook / Instagram)” or “Website form”, and next to it the name of the campaign the lead came from.
The names are set by the office owner, once, on the “Settings → Campaigns” screen. Nothing has to be looked up: the system itself lists there the campaigns already seen in leads and still unnamed, with the number of leads next to each. You give a name, save, and from that moment it stands on every lead of that campaign, including those received earlier.
While there is no name, the block shows the identifier itself with “This campaign has no name” next to it and the offer to “Name it”. A lead that did not come from advertising shows “This lead did not come from advertising” instead of an empty identifier.
- The block is visible only to those with the right to see advertising data. For everyone else the card looks as it did before, without these lines.
- Technical click identifiers, that is gclid, fbclid and the like, are not shown on screen at all. They are kept on the server and serve the quality loop, not the eye of the person working the lead.
- The same campaign key is used in the source report, so a name given once stands there too and there are no two lists to reconcile.
The block shows what arrived together with the lead and does not change it. Editing the name in settings changes the label only, not the attribution itself.
Want to see this on your own office's inquiries?