CRM Setup
Set up SourceTag with Constant Contact
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Constant Contact. You need to create custom contact fields that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Constant Contact account with admin access
Step 1: Go to custom fields settings
In Constant Contact, navigate to the custom fields or contact properties settings.
[IMAGE: Screenshot of Constant Contact 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 | Text |
st_days_to_convert | Days to Convert | Text |
st_device | Device Type | Text |
[IMAGE: Screenshot of Constant Contact custom field creation]
Step 3: Map form fields to Constant Contact fields
If your form builder sends data to Constant Contact via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Constant Contact custom fields.
[IMAGE: Screenshot of field mapping in Constant Contact or integration tool]
Step 4: Test
Submit a form with UTM parameters and check the contact record in Constant Contact. The custom fields should be populated with attribution data.
[IMAGE: Screenshot of Constant Contact contact record showing attribution data]
Tips
- Constant Contact has a limit of 100 custom fields per account. Plan accordingly if you already have many custom fields in use.
- Constant Contact custom fields are all stored as text, so number fields like Visit Count and Days to Convert will be stored as text. This is fine for attribution tracking purposes.
- Test with a fresh contact (not one that already exists) for the cleanest test.