CRM Setup

Set up SourceTag with Marketo

When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Marketo. You need to create custom lead fields that match the SourceTag field names.

What you need

  • SourceTag installed and form hidden fields set up
  • Marketo account with admin access

Step 1: Go to custom fields settings

In Marketo, navigate to Admin > Field Management to create new custom fields on the Lead object.

[IMAGE: Screenshot of Marketo admin field management navigation]

Step 2: Create custom fields

Create a new custom field for each SourceTag data point:

Core fields (always create)

Field nameLabelType
st_fc_channelFirst Contact ChannelString
st_fc_detail_1First Contact SourceString
st_fc_detail_2First Contact CampaignString
st_fc_detail_3First Contact TermString
st_fc_detail_4First Contact ContentString
st_lc_channelLast Contact ChannelString
st_lc_detail_1Last Contact SourceString
st_lc_detail_2Last Contact CampaignString
st_lc_detail_3Last Contact TermString
st_lc_detail_4Last Contact ContentString
st_fc_landing_pageFirst Contact Landing PageString
st_lc_landing_pageLast Contact Landing PageString

Optional fields

Field nameLabelType
st_fc_click_idFirst Contact Click IDString
st_lc_click_idLast Contact Click IDString
st_visitsVisit CountInteger
st_days_to_convertDays to ConvertInteger
st_deviceDevice TypeString

[IMAGE: Screenshot of Marketo custom field creation]

Step 3: Map form fields to Marketo fields

If your form builder sends data to Marketo via an integration (Zapier, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Marketo custom lead fields. If you are using Marketo forms directly, add the SourceTag fields as hidden fields on the Marketo form and map them to the custom fields you created.

[IMAGE: Screenshot of field mapping in Marketo or integration tool]

Step 4: Test

Submit a form with UTM parameters and check the lead record in Marketo. The custom fields should be populated with attribution data.

[IMAGE: Screenshot of Marketo lead record showing attribution data]

Tips

  • Marketo field API names are auto-generated and may differ from the display name. Use the API name when mapping fields in integrations.
  • If you sync Marketo with a CRM (Salesforce, Dynamics), consider creating matching fields in the CRM and setting up field sync so attribution data flows through.
  • Test with a fresh lead (not one that already exists) for the cleanest test.