If you are using web analytics tools (for example, Google Analytics), then you probably have your own tracking rules already established for source and channel classification and UTM marks used. In such case, we recommend that you save all your website URLs and UTM values used in Creatio. To do this, use the following lookups:
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[Lead channels] – contains the list of all resource types that provided new leads, for example, “Social accounts”, “Search-based advertising” or “Email”. The [Lead channel code] field of the lookup page contains the “utm_medium” mark values related to the channel. For example, the “display”, “cpm” and “banner” values for the “Media advertising” channel. These values will be used to identify the channel.
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[Lead sources] – includes the list of resource names the user was redirected from, for example, “Twitter”, “Google” or “Creatio marketing”. The [Lead source code] field of the lookup page contains the “utm_source” mark values related to the source. For example, the “facebook”, “facebook.com”, “fb” and “fb.com” values for the “Facebook” source. These values will be used to identify the source. Here you can also set up the default channel for the selected source. For example, “Social accounts” channel for “Facebook” and “Search-based advertising” channel for “Google AdWords”.
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[Lead source URL] – contains the list of source websites (referrers) identified by Creatio. Here you can also set up the default source for the selected referrer. For example, the lookup contains the following URLs by default: “facebook.com” (“Facebook” source), “twitter.com” (“Twitter” source), “linkedin.com” (“Linkedin” source) etc.
The above lookups contain the most frequently used website URLs and marks pre-configured. You can supplement the lookups with the values used in your company.
Contents
1.Open the system designer by clicking the 
button at the top right corner of the application window. In the system designer, click the [Lookups] link.
2.In the [Leads] field group, open the [Lead channels] lookup.
Fig. 1 Opening the [Lead channels] lookup
3.Add a new lookup record by clicking the [Add lead channel] button. In the displayed string, enter the channel name, for example “Partner sale” and click the 
button on the toolbar (Fig. 2).
Fig. 2 Saving the new channel in the lookup
4.Click the 
button on the toolbar to open the page of the record that you created.
5.On the [Lead channel code] tab, click the [Add] button. On the opened page, enter the “utm_medium” marks to be used to identify the selected channel, for example, “affiliate” (Fig. 3). Save the page.
Note
The rules of defining a lead source and channel are described in a separate article.
In the same way, you can add other values for the “utm_medium” marks to be used for the channel identification.
As a result, the channel will be saved in the lookup. It will be used to identify the channel during the lead tracking. In our case, when the “http://site.com/page?utm_medium=affiliate” redirection URL is received, the lead channel will be filled in with the “Partner sale” value.
1.Open the system designer by clicking the 
button at the top right corner of the application window. In the system designer, click the [Lookups] link.
2.Open the [Lead sources] lookup.
3.Add a new lookup record by clicking the [Add lead source] button. In the displayed string:
a.Specify the source name, for example, “Admitad.com“.
b.Click the 
button in the [Default channel] field (Fig. 4) and select a channel, for example, “Partner sale”. This value will be used to fill in the lead channel if the “utm_medium” mark value is not obtained from the redirection URL while the “utm_source” mark value is.
Note
The rules of defining a lead source and channel are described in a separate article.
Fig. 4 Selecting a default channel for the lead source
c.To save the record, click the 
button on the toolbar (Fig. 5).
Fig. 5 Saving the new source in the lookup
4.Click the 
button on the toolbar to open the page of the record that you created.
5.On the [Lead source code] tab, click the [Add] button. On the opened page, enter the “utm_medium” marks to be used to identify the selected channel, for example, “admitad”. Save the page.
In the same way, you can add other values for the “utm_source” marks to be used for the source identification.
As a result, the source will be saved in the lookup. It will be used to identify the channel and the source during the lead tracking. In our case, when the “http://site.com/page?utm_source=admitad” redirection URL is received, the lead source will be filled in with the “Admitad.com” value and the lead channel – with the “Partner sale” value.
1.Open the system designer by clicking the 
button at the top right corner of the application window. In the system designer, click the [Lookups] link.
2.Open the [Lead sources] lookup.
3.Add the new record to the lookup. In the displayed string:
a.In the [URL] field, enter the source URL, for example, “mysite.com”.
b.Click the 
button in the [Lead channel] field (Fig. 6) and select a source, for example, “Admitad.com”. This value will be used to fill in the lead source, if the UTM marks are not obtained from the redirection URL while the referrer mark value is.
Note
The rules of defining a lead source and channel are described in a separate article.
Fig. 6 Selecting a default source for the referrer
c.To save the record, click the 
button on the toolbar (Fig. 7).
Fig. 7 Saving the new referrer in the lookup
In the same way, add other referrers that can be identified as lead sources.
As a result, the new referrer will be saved in the lookup. It will be used to identify the channel and the source during the lead tracking. In our case, when the “http://mysite.com/” referrer value is received, the lead source will be filled in with the “Admitad.com” value and the lead channel – with the “Partner sale” value.
See also
•How the lead source tracking works
