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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 nameLabelType
st_fc_channelFirst Click ChannelText
st_fc_detail_1First Click Smart Field 1Text
st_fc_detail_2First Click Smart Field 2Text
st_fc_detail_3First Click Smart Field 3Text
st_fc_detail_4First Click Smart Field 4Text
st_lc_channelLast Click ChannelText
st_lc_detail_1Last Click Smart Field 1Text
st_lc_detail_2Last Click Smart Field 2Text
st_lc_detail_3Last Click Smart Field 3Text
st_lc_detail_4Last Click Smart Field 4Text
st_fc_landing_pageFirst Click Landing PageText
st_lc_landing_pageLast Click Landing PageText

Optional extended fields

Field nameLabelType
st_fc_click_idFirst Click Click IDText
st_lc_click_idLast Click Click IDText
st_visitsVisit CountNumber
st_days_to_convertDays to ConvertNumber
st_deviceDevice TypeText

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.

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