Enhanced Tracking Capabilities to Keep a Closer Eye on Contacts! š
We've made some exciting updates to enhance tracking capabilities! Introducing three new sources that help users keep a closer eye on the contacts added to our system. Let's take a look:
What did we do?
Other Source:
: Introduced a new source called 'Other' to track contacts that are added to the system in one of the following ways:- Incoming Call/SMS/Email/WhatsApp/Facebook
- Lead created from membership sign-up
CRM UI Source
: Introduced new source 'CRM UI' to track contacts that were added to the system in one of the following ways:- Manually
- CSV
- API
- Zap
Third Party Source
: To stay ahead of the game, we've also added the ability to track contacts added through - Zapier
- Any other API
Why did we do this?
To optimise the Source and Medium Attribution reporting and make the leads segmentation accurate. This data on a lead help identify where did the lead find a business and how that lead landed up in a business's CRM. So far, we were not showing any information about leads that were added manually causing discrepancies in data and inaccurate reporting.
Check out the screenshots below to get a glimpse of the enhanced tracking capabilities:
How can we filter this data?
To filter for contacts that were manually added, follow these steps:
- Go to the contact screen. š»
- Click on the filters option. š
- Set the filter for Attribution Session Source = Other/CRM UI/Third Party. š
- This will provide the list of all contacts that were added manually. š