Setup
Getting Started with SourceTag
This guide walks you through setting up SourceTag from scratch. You’ll have attribution tracking running on your site in under 5 minutes.
1. Create your account
Sign up at app.sourcetag.io/signup. You’ll get a 14-day free trial. No credit card required.
2. Add your site
From the dashboard, click Add Site. Enter your domain (e.g. example.com) and an optional name.
SourceTag automatically creates 11 default channel rules based on Google Analytics 4’s standard channel groupings: Email, Affiliates, Paid Social, Paid Search, Display, Paid Video, Other Campaigns, Organic Social, Organic Search, Referral, and Direct.
3. Configure channels (optional)
The default channels work for most sites. If you want to customise them. For example, to add a custom “Partner” channel or rename “Paid Social” to “Social Ads”, go to your site’s Channel Rules page.
Rules are evaluated top-to-bottom. The first match wins. You can reorder, add, edit, or delete rules.
4. Configure field mapping (optional)
By default, SourceTag uses standard field names like st_fc_channel, st_lc_source, gclid, etc. If your CRM uses different field names, go to Field Mapping to customise them.
There’s a Basic Mode (toggle which field groups to include) and an Advanced Mode (customise every field name, add custom fields, set a form selector CSS).
5. Generate your script
On your site’s detail page, click Generate Script. This builds a custom JavaScript file with your channel rules and field configuration baked in, and uploads it to our CDN.
6. Install the script
Copy the script tag shown on the site detail page and add it to your website:
WordPress: Install the SourceTag plugin, enter your Site ID in Settings → SourceTag. The plugin handles the script injection automatically.
Webflow: Go to Project Settings → Custom Code → Head Code. Paste the script tag.
Squarespace: Go to Settings → Advanced → Code Injection → Header. Paste the script tag.
Other platforms: Add the script tag before the closing </head> tag in your site’s HTML template.
7. Test it
Visit your site with UTM parameters in the URL:
https://yoursite.com/?utm_source=test&utm_medium=cpc&utm_campaign=test-campaign Submit a form. Check the form notification or your CRM. You should see hidden fields with attribution data (e.g. st_fc_channel: Paid Search, st_lc_source: test).
What’s next?
- Install on WordPress - detailed WordPress plugin setup
- Install on Webflow - Webflow custom code guide
- Configure channels - customise your channel rules
- Safari cookies - understand the 7-day cookie limitation and how to fix it