Reports: Add Contact Source Attribution
planned
W
Wilson Tan
Problem Statement:
Users can track where conversations are opened in reports, but this data doesn’t reveal where new contacts are coming from. Without this insight, businesses can’t evaluate which channels or campaigns drive new leads, limiting their ability to optimize marketing efforts.
Desired Outcome:
Add a "Contact Source" metric in reports to track the origin of new contacts (e.g., online ads, campaigns, direct sources). Separating "Contact Source" from "Conversation Open Source" provides businesses with clearer insights into lead generation channels, enabling them to:
- Measure marketing perfromance.
- Identify top-performing channels.
- Optimize spend based on actionable data.
This feature will close a critical gap, helping businesses better understand their acquisition funnel and drive growth.
Adam Rosli
how can i add contact source?
N
Nabilah Binti Salleh
Merged in a post:
META Ads Tracking id feature
Adam Rosli
hi, i want to request for tracking id for meta ads feature for my account
Adam Rosli
i want to track utm campaign leads
Ahmed Nassar
Hi Adam Rosli
Thank you for your request. Currently, we support retrieving the ad ID from the workflow trigger "Click to Chat Ads." This is available as a trigger variable that can be used in any step you like. However, it cannot be used to create tags yet. Instead, you can store them in a Contact Field or use them in Google Sheets, for example.
Could you please elaborate on your specific use case? Understanding how you intend to use the tracking ID tag will help us better assess your request and explore possible solutions that fit your needs.
S
Shi Hui
planned