September 11, 2019
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September 11, 2019
By Paul Schmidt
Gathering original source data is key to pulling closed-loop reporting in HubSpot. Original source data tells us how users originally came into the database.
By default, contacts that are imported via CSV have “offline source” as their original source. This presents challenges for marketers because not all offline source contacts are created equal—until now. HubSpot now provides the ability for HubSpot users to update the original source property, which allows you to better segment your non-online contacts.
Here are some specific use cases for when you should be updating your original source data:
For one-off events (trade shows or third-party webinars), you may want to assign your contacts to a different original source. Here is an example workflow that you could build if you wanted to assign a list of imported contacts with “other campaigns” as the original source data:
On the other hand, if you are constantly importing contacts into your database that would by default be marked as “offline”, set up a workflow like this that pulls in a list of “offline” sourced contacts and any other parameters which would signal that they should be reclassified:
Whether you are moving to a new CRM or cleaning up data in your existing CRM, ensure you have a clear process for updating original source data to help provide closed-loop reporting to your entire team.
About the author
Paul Schmidt is a director of client services at SmartBug Media. He works with clients on SEO, analytics, lead generation, sales enablement, customer success and inbound marketing strategy. He previously worked at HubSpot, helping develop inbound strategies for over 200 clients. His past clients include: Travelers Insurance, Unilever, and the SABIAN Cymbal Company. Paul studied percussion in Las Vegas and got his MBA in marketing in Boston Read more articles by Paul Schmidt.