CRM Setup
Set up SourceTag with Campaign Monitor
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Campaign Monitor. You need to create custom fields on your subscriber list that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Campaign Monitor account with admin access
Step 1: Go to custom fields settings
In Campaign Monitor, navigate to your subscriber list and open the Custom Fields settings.
[IMAGE: Screenshot of Campaign Monitor list settings navigation]
Step 2: Create custom fields
Create a new custom field for each SourceTag data point:
Core fields (always create)
| Field name | Label | Type |
|---|---|---|
st_fc_channel | First Contact Channel | Text |
st_fc_detail_1 | First Contact Source | Text |
st_fc_detail_2 | First Contact Campaign | Text |
st_fc_detail_3 | First Contact Term | Text |
st_fc_detail_4 | First Contact Content | Text |
st_lc_channel | Last Contact Channel | Text |
st_lc_detail_1 | Last Contact Source | Text |
st_lc_detail_2 | Last Contact Campaign | Text |
st_lc_detail_3 | Last Contact Term | Text |
st_lc_detail_4 | Last Contact Content | Text |
st_fc_landing_page | First Contact Landing Page | Text |
st_lc_landing_page | Last Contact Landing Page | Text |
Optional fields
| Field name | Label | Type |
|---|---|---|
st_fc_click_id | First Contact Click ID | Text |
st_lc_click_id | Last Contact Click ID | Text |
st_visits | Visit Count | Number |
st_days_to_convert | Days to Convert | Number |
st_device | Device Type | Text |
[IMAGE: Screenshot of Campaign Monitor custom field creation]
Step 3: Map form fields to Campaign Monitor fields
If your form builder sends data to Campaign Monitor via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Campaign Monitor custom fields.
[IMAGE: Screenshot of field mapping in Campaign Monitor or integration tool]
Step 4: Test
Submit a form with UTM parameters and check the subscriber record in Campaign Monitor. The custom fields should be populated with attribution data.
[IMAGE: Screenshot of Campaign Monitor subscriber record showing attribution data]
Tips
- Campaign Monitor custom fields use bracket syntax in their API (e.g.
[st_fc_channel]). Make sure your integration handles this correctly. - Custom fields are per-list in Campaign Monitor, so you need to create them on each list where you want attribution data.
- Test with a fresh subscriber (not one that already exists) for the cleanest test.