Attribution

What is Attribution?

Attribution helps you track where your leads and customers come from. You can create custom attribution labels to categorise different sources, channels, or campaigns that bring people to your business.

What's on the Attribution Page

Attribution List

Name: The label for each attribution source (e.g., "Google Ads", "Trade Show", "Referral")
Actions: Delete button to remove attribution sources you no longer need

Creating New Attribution Sources

Name Field: Where you enter the name for your new attribution source
Create Button: Saves your new attribution source to the list

How to Use It

Adding Attribution Sources

Click "Create" at the top of the page
Type a descriptive name for your attribution source
Click "Create Attribution" to save it
Your new source will appear in the list

Managing Existing Sources

Click directly on any attribution name to edit it
Use the bin icon to delete sources you no longer need
Remember to click "Save" to keep your changes

Best Practice Examples

Digital: "Google Ads", "Facebook", "LinkedIn", "Email Campaign"
Events: "Trade Show Manchester", "Webinar Series", "Conference 2024"
Referrals: "Partner Referral", "Customer Referral", "Word of Mouth"
Traditional: "Print Advert", "Radio", "TV Commercial"

How Attribution Works

When you create leads or track where customers come from, you can assign these attribution sources to help you understand which channels are most effective. This data helps you:

See which marketing efforts bring the best results
Allocate budget to the most successful channels
Track ROI on different campaigns
Make data-driven decisions about future marketing

Important Notes

Only Admin and Partnership users can manage attribution sources
Changes are saved when you click the "Save" button
Deleted attribution sources can't be recovered, so double-check before removing them
Keep names clear and consistent for better reporting
You can edit existing names any time - just click on them and type your changes