CRM Setup
Set up SourceTag with Keap
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Keap. You need to create custom contact fields that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Keap account with admin access
Step 1: Go to custom fields settings
In Keap, navigate to the custom fields settings.
Step 2: Create custom fields
Create a new custom text 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 | Number |
st_days_to_convert | Days to Convert | Number |
st_device | Device Type | Text |
See Captured Fields for the full list of available fields.
Step 3: Map form fields to CRM fields
If your form builder sends data to Keap via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Keap custom fields.
Step 4: Test
Submit a form with UTM parameters and check the contact record in Keap. The custom fields should be populated with attribution data.
Tips
- Keap custom fields are found under Settings > Custom Fields. Use the “Text” field type for most SourceTag fields.
- The field internal name in Keap must match the form field name. Some CRMs modify internal names automatically.
- 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.
