In Agentcis, a source refers to the marketing channel or medium through which a client first learns about or gets connected with your agency. Examples include Facebook Ads, Referrals, Education Fairs, Website Inquiries, etc.
Assigning a source to each contact helps your team track how clients are finding you and measure the performance of your marketing efforts.
Why Is Adding a Source Important?
✅ Track Marketing Effectiveness: Know which channels are generating the most leads.
✅ Make Data-Driven Decisions: Allocate time and budget to the most successful marketing platforms.
✅ Targeted Follow-Ups: Segment clients based on their source for more personalized follow-up.
✅ Improve Reporting: Source data appears in client reports, offering deeper insight into your lead acquisition performance.
How to Add or Modify a Marketing Source
⚠ Note: You need the appropriate user permission to access and update this section.
Step 1:
Click on Settings from the top information bar and then select General.
Step 2:
In the General Settings menu, go to the Others tab.
Step 3:
Click on Add New Line below “How did you hear about us?” to enter a new source name (e.g., Facebook, Seminar, Walk-in, Agent Referral, etc.).
Step 4:
Click Save once you've added the source.
Keeping your source list up to date helps ensure accurate reporting and supports strategic marketing decisions across your team.