CRM Setup
Set up SourceTag with Constant Contact
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Constant Contact. You need to create custom contact fields that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Constant Contact account with admin access
Step 1: Go to custom fields settings
In Constant Contact, navigate to the custom fields or contact properties settings.
Step 2: Create custom fields
Create a new custom field for each SourceTag data point:
Core fields (create these)
| Field name | Label | Type |
|---|---|---|
st_fc_channel | First Click Channel | Text |
st_fc_detail_1 | First Click Smart Field 1 | Text |
st_fc_detail_2 | First Click Smart Field 2 | Text |
st_fc_detail_3 | First Click Smart Field 3 | Text |
st_fc_detail_4 | First Click Smart Field 4 | Text |
st_lc_channel | Last Click Channel | Text |
st_lc_detail_1 | Last Click Smart Field 1 | Text |
st_lc_detail_2 | Last Click Smart Field 2 | Text |
st_lc_detail_3 | Last Click Smart Field 3 | Text |
st_lc_detail_4 | Last Click Smart Field 4 | Text |
st_fc_landing_page | First Click Landing Page | Text |
st_lc_landing_page | Last Click Landing Page | Text |
Optional extended fields
| Field name | Label | Type |
|---|---|---|
st_fc_click_id | First Click Click ID | Text |
st_lc_click_id | Last Click Click ID | Text |
st_visits | Visit Count | Text |
st_days_to_convert | Days to Convert | Text |
st_device | Device Type | Text |
See Captured Fields for the full list of available fields.
Step 3: Map form fields to Constant Contact fields
If your form builder sends data to Constant Contact via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Constant Contact custom fields.
Step 4: Test
Submit a form with UTM parameters and check the contact record in Constant Contact. The custom fields should be populated with attribution data.
Tips
- Constant Contact has a limit of 100 custom fields per account. Plan accordingly if you already have many custom fields in use.
- Constant Contact custom fields are all stored as text, so number fields like Visit Count and Days to Convert will be stored as text. This is fine for attribution tracking purposes.
- Test with a fresh contact (not one that already exists) for the cleanest test.
Doesn't answer your question or need more help? Get in touch.
