Origin Source

‘Origin Source’ can be stored in a supporter’s data record to help identify where the record originated from and compare different channels on performance. For example: You can use ‘Origin Source’ to look at supporters that came in via Facebook advertising in 2018 (based on the origin source code you set) to determine how many converted to donors and at what level.

The Origin Source can be set via:

  • Importing
  • A page submission (set in the page’s admin settings)
  • A page submission (set in the URL)

How do they work?

An Origin Source can only be set once – and once set it cannot be changed. Therefore it is a useful tool for understanding the reason a supporter came to be on your database to begin with, as it cannot accidentally be updated.

  • New supporters can have their Origin Source set by any of the three methods above
  • Existing supporters with an Origin Source cannot have it changed
  • Existing supporters without an Origin Source can only have it set via an import

Components – Origin Source

Any origin source values you’ve imported will be automatically added to your Components library. To access the exisitng sources just go to Pages > Components > Origin Source.

If you would like to manually add new origin source codes just click then fill out the information in the pop up.

Origin Source The code you are using for this source goes here.
Notes Any internal notes about the source goes here.
Tags If you would like to tag source codes to group them together by topic you can do that here.

You do not have to manually add your source codes if importing. They are automatically added if imported.

You do need to manually add your source codes before they are passed in via the URL.

Importing Origin Sources

If you would like to store ‘Origin Source” you will need to import a file with that contains the columns ‘Origin Source’ and ‘Origin Source Category’. For information about formatting your file for import see here. Once you have created your import file you can user the import tool to import the supporters and map their ‘Origin Source’. A sample file is shown below:

NOTE: Origin Source Category must be one of the these values:

advocacy
fundraising
direct_mail
peer_to_peer
email
event
mobile
gala
newsletter
legacy_list
volunteer
grants
survey
ecards
membership
organic
offline
offline_petition
offline_donor
offline_street_canvas
offline_door_canvas
list_acquisition
list_acquisition_care2
email_append
socialmedia
socialmedia_facebook
socialmedia_twitter
socialmedia_instagram
socialmedia_linkedin
paid_ads
free_ads
display_ads
display_ads_facebook
display_ads_google
display_ads_aol
display_ads_baidu
display_ads_yandex
retargeting_ads
retargeting_ads_facebook
retargeting_ads_google
retargeting_ads_aol
retargeting_ads_baidu
retargeting_ads_yandex
search_engine
search_engine_google
search_engine_yahoo
search_engine_bing
search_engine_aol
search_engine_baidu
search_engine_yandex
search_engine_ask

Setting via a URL Variable

You can also pass Origin Source over the URL for your page-builder pages.

Please use this format: en_og_source

Example: https://politicalnetworks.com/page/11089/donate/1?mode=DEMO&en_og_source=ABC123

You will need to manually add your source codes before they are passed in via the URL.

Setting Origin Source on a page

You can also set an Origin Source in your page’s admin settings. The category will be set to the type of page (transaction type), e.g. “fundraising”. The origin source can only have one category so if you assign an origin source to a different type of page, then the category will switch on submission.

Note: the URL option above will override the page setting if both are used

Some examples:

fundraising, listpurchase

Viewing and Exporting the Origin Source

The Origin Source can be viewed when looking up a supporter under their Activity Summary gadget

It can also be filtered on by using the query builder to preview and export data.

The Bulk Export API will export Origin Source as a column the first time the value is written, if you have selected it in the Data & Reports > API Options > File Format area. 

Clearing an Origin Source

If you need to remove an Origin Source from supporter records, you can import a file with supporter email addresses and [CLEAR] in the Origin Source columns. This will remove the Origin Source from the associated supporter records.

Updated on September 18, 2020

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