Origin and Lead Sources

This is how you can easily categorize leads and understand which marketing channels are most effective. All Edgewise leads will have an “Origin” attribute and these will appear in analytics and reports to help you optimize your marketing efforts. "Origin" comes from a predetermined list of common marketing sources. Lead sources are flexible and allow you to have custom lead sources for any situation.

Lead Origin (fka Primary Lead Source)

A list of Edgewise's lead origins can be found here.

Every lead is required to have an Origin. Depending on the lead input method, the lead will be assigned an appropriate Origin. This is customizable via URL parameters for Edgewise Components or Edgewise hosted registration pages.

Adding a Lead Source (fka Secondary Lead Source)

Lead Sources are customizable by project and provides additional source granularity for leads. Each lead must have one Origin value and can optionally have one Lead Source.

To create a new source:

1. Navigate to your project page via the left hand navigation bar.
2. Select the “Settings” tab and click “General”
3. Scroll down to the lead source section.
4. Click “New Lead Source” and enter your lead source’s title.
5. Click “Save.”