Create a New Source Code | Scribe

    Create a New Source Code

    • Caitlin Lee |
    • 0 step
      Source codes track a contact's engagement with a particular outreach effort. This guide covers how to create a new source code. You might think of them as "How did you hear about us?" fields that can be automatically applied based on how you generate a contact. Typically, you can use source codes to track results of: - Online Forms (e.g., contribution forms) - Events - Targeted Emails - Direct Mail campaigns - Digital ads - Contact History Source codes are typically linked to the *action* a contact takes, such as making a donation or interacting with your org. The only source code linked to *a person* or *contact's profile* is the origin source code. See (COMING SOON) Origin Source Code Basics for more.\ \ For an overview, see the EA help article [Overview: Source codes](
      It is not best practice to track all kinds of data using source codes. In some instances, there are other options for more accurately tracking data, such as: - The payment type of a contribution (if a gift comes in via check, cash, EFT, etc). - use Payment Method instead - A contact's interests - use Activist Codes or Email Interest: Activist Codes instead - The type of outreach used, (direct mailer, etc). - use Channel and/or Contact Type instead - The campaign the outreach is associated with - use Campaign instead
      You can set up source codes with varying levels of detail to track your outreach efforts. Before using and applying source codes, your organization should determine what level of detail you'd like to track using source codes and remain consistent. For guidance in deciding what source code set up is right for your org, see the guide (COMING SOON) Choosing Your Org's Source Code Structure.

      Create a Source Code

      In the lefthand search bar, search for and click SOURCE CODES.
      Add a name for your source code. For example, add "Webinars" to track engagement across all webinar events. Add a description to ensure future users understand the source code's use.
      The "Track Your Efforts" section allows you to link the source code with other tracking metrics available in EveryAction. Linking the source code to one or more of these fields will automatically apply it to the action. For example, if the "Webinars" source code is linked to a "Membership" campaign, all webinar attendees will have both fields attached to their sign up. For more detailed steps, see the guide (COMING SOON) Link Source Codes to Additional Tracking Fields.
      Set "Availability Status" to APPLICABLE/SEARCHABLE if the source code is being actively applied. This allows other users to be able to apply the source code and for forms to automatically apply it if it is linked (see the guide linked above for more). Choose SEARCHABLE ONLY if this source code should not be applied.
      For example, the source code must be set to "Applicable/Searchable" to add it to an Online Action Form.
      To add another new source code, click SAVE & CREATE NEW SOURCE CODE. Otherwise, click SAVE.
      Source codes can also be organized using hierarchies by creating "parent" and "children" source codes. Similar to a folder system, this allows you to nest source codes within larger categories. For more information refer to the guide (COMING SOON) Nest Source Codes Using Hierarchies.
      That's how you apply a new source code!
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