CRM Setup
Set up SourceTag with Kit
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Kit (formerly ConvertKit). You need to create custom fields that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Kit account with admin access
Step 1: Go to custom fields settings
In Kit, custom fields are created automatically when you first use them, or you can manage them under Settings > Custom Fields.
[IMAGE: Screenshot of Kit 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 Kit custom field creation]
Step 3: Map form fields to Kit fields
If your form builder sends data to Kit via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Kit custom fields.
[IMAGE: Screenshot of field mapping in Kit or integration tool]
Step 4: Test
Submit a form with UTM parameters and check the subscriber record in Kit. The custom fields should be populated with attribution data.
[IMAGE: Screenshot of Kit subscriber record showing attribution data]
Tips
- Kit only supports text-type custom fields, so number fields like Visit Count and Days to Convert will be stored as text. This is fine for attribution tracking purposes.
- The field key in Kit must match the form field name in your integration mapping.
- Test with a fresh subscriber (not one that already exists) for the cleanest test.