Lead Docket’s Source Rules are a way to automate the selection of the Marketing Source or Contact Source when marketing information comes into Lead Docket through third-party integrations. This automation is based on UTM parameters or URLs. Source Rules can be used, for example, to automatically select “Website” as the Marketing Source when a certain part of the URL matches the rule. 

Set Up Source Rules

To set up a Source Rule, navigate to the Source Rules page by selecting Integrations > Other Options > Source Rules. 

Select Add New to begin creating a source rule. Then, fill out the Add Source Rule section. 

• Rule Name: Enter a rule name that helps indicate the purpose of this rule for ease of use. 
• Match: Enter the URL or part of the URL or UTM code. Incoming marketing information that matches this code or URL string will fall under this rule. 
• Marketing Source: Choose the Marketing Source that you would like the information matching these parameters to have. 
• Contact Source: Choose the Contact Source that you would like the information matching these parameters to have. 

A Source Rule can be used to automate a Marketing Source, or both a Marketing Source and a Contact Source.

Once the Add Source Rule section is filled out to your satisfaction, click Save. 

Edit

Once a Source Rule has been created, you can edit or delete the rule in the List of Rules on the Source Rules page.

Editing a source rule will change the Marketing Source or Contact Source of the matching information going forward, but it will not change the source choice for information that has already been entered in Lead Docket. 

Using Source Rules

Once a Source Rule has been created, all incoming information matching the defined parameters for the rule will be automatically categorized with the chosen Marketing Source and Contact Source. If needed, these sources can be edited manually as usual. 

Multiple Source Rules

If multiple Source Rules apply to a piece of marketing information, the automation will follow the most-recently-added Source Rule.