Report More Accurately on your Contacts by Editing their Original Source Property

A contact’s original source type gives you insight into how a contact first interacted with your website. They could have first come into contact with you through paid search or social, organic search, direct traffic, and a number of other sources. One of these “other” sources is offline sources. One of the most common reasons why a contact would get tagged as originating from offline sources is if they were imported into HubSpot.

That’s fine if you’re importing a list of people you met at a trade show, but what if you’re switching from a different CRM to the HubSpot CRM, and you need to import your entire contact database? Or, what if you accidentally set an inaccurate UTM parameter within a tracking URL, and contacts that clicked on that link were incorrectly tagged. The original source property has always been a “read only” property within HubSpot, and without the ability to edit this property, situations like these meant your reporting was not 100% accurate within HubSpot.

With this in mind, we're making the original source property editable. By letting you edit this property to a correct source type, you'll now have more control over your data, and more accurate reporting within HubSpot.

How does it work?

When looking up properties on a contact record, you’ll now be able to edit the original source property as you see fit. You can also do this in bulk from the contacts dashboard, or through a workflow.

 

In addition, you can also import contacts and include original source information, updating new contacts in bulk as you add them to the HubSpot CRM.

 

Note: At this time, this does not extend to the original source drill down properties. However, if you do update the original source of a contact, it will clear the original source drill down properties from their original values.

This is now available to all users of the HubSpot CRM that have permissions to edit contact properties.

Topics: All Updates, CRM - All Updates

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