Sources Overview (window)
General Information
When contacts are imported into Engage, a specific origin can be assigned with the help of a source ID. This ID makes it possible to evaluate contact generation with regard to quality, specifically its life cycle and origin. For example, you can evaluate the costs incurred for contact generation compared to the number of newly generated contacts.
Navigation Path
Administration > Categories > Sources
Sources (overview window)
The Sources window provides an overview of all internal and external sources created in the system. For the sources stored here, the origin of contacts contained in the system can be identified in the source statistics. There it is possible to evaluate the behavior of contacts from different sources. For more information, see Source Statistics.
Sources can be created for different purposes:
To keep track of how many contacts a particular internal source, for example, a marketing campaign or promotion has generated.
To keep track of the number of contacts a particular external source, for example, a partner has generated.
General Page Options
Action | Description |
|---|---|
Create | This button opens a window to create a new source. In this window, the sources that are used to generate new contacts are defined. For more information, see Create Source (window). |
Filter | This button applies the set filter. |
Remove Filter | This button removes the set filter. |
Visible Rows | This drop-down list defines how many rows per page are displayed. Select 10, 20, 50 or 100 visible rows. The default display is 10 rows per page. |
Arrows | The arrows can be used to move between the individual pages. The arrows are only visible when there are more entries available than can be displayed according to the current settings for Visible Rows. |
| This symbol opens the Edit Source window. The data for an existing source can be edited in this window. The source ID, however, cannot be edited. |
Available Information (columns of the table)
Information | Description |
|---|---|
Source ID | This column displays the ID of the source. The source ID can be a maximum of five characters long. The ID is no longer editable after saving the record and identifies the origin of a contact over its entire life cycle. The source ID is written to the user profile of the corresponding contact during contact import or through a customized subscription link. For more information, see Contact Profile (window). |
Source | This column displays the name of the source. The source can be an internal or external source. Internal sources include marketing campaigns or promotions. External sources, however, include sweepstakes that are set up by a partner on an external website. The source name can be a maximum of 50 characters long. |
Account Holder | This column shows the owner of an account. This account is credited for each contact unit generated by the source. The account holder is an email address that is created in the Engage system. It is not possible to enter an email address that does not exist in the system. The address shown here is the user account credited the amount that a source receives for contact generation. For more information, see . |
Contact Value (Unit) | This column displays the number of units that will be credited to the account holder for the registration of a new contact. The units for each contact generated are allocated to the email address defined in the Account Holder input field. |