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 name | Label | Type |
|---|---|---|
st_fc_channel | First Contact Channel | String |
st_fc_detail_1 | First Contact Source | String |
st_fc_detail_2 | First Contact Campaign | String |
st_fc_detail_3 | First Contact Term | String |
st_fc_detail_4 | First Contact Content | String |
st_lc_channel | Last Contact Channel | String |
st_lc_detail_1 | Last Contact Source | String |
st_lc_detail_2 | Last Contact Campaign | String |
st_lc_detail_3 | Last Contact Term | String |
st_lc_detail_4 | Last Contact Content | String |
st_fc_landing_page | First Contact Landing Page | String |
st_lc_landing_page | Last Contact Landing Page | String |
Optional fields
| Field name | Label | Type |
|---|---|---|
st_fc_click_id | First Contact Click ID | String |
st_lc_click_id | Last Contact Click ID | String |
st_visits | Visit Count | Integer |
st_days_to_convert | Days to Convert | Integer |
st_device | Device Type | String |
[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.