Manage Connections and Organization Settings
This section covers managing your connections and organization settings in Source, including CRM integration, website tracking, and configuring your organization's details.
1. Managing Connections
In the Connections section, you can integrate various platforms such as CRMs, advertising tools, and tracking systems.
Available Connections:
Website Tracking: Set up event tracking on your website. Click Connect to begin.
Google Ads: Integrate with Google Ads for tracking advertising data. Click Connect.
Meta Ads: Connect Meta Ads to track campaigns across Facebook and Instagram.
HubSpot: If using HubSpot CRM, click Details to view integration status or Connect to integrate.
Salesforce: Connect Salesforce CRM by clicking Connect.
Managing Existing Connections:
To view details, remove a connection, or access more options, click the three dots (More Options) next to the connection.
Data Synchronization and Retention
Each connection may have different data synchronization frequencies and retention policies. Below are the general guidelines:
Connection | Sync Frequency |
Website Tracking | Real- Time as events occur |
Google Ads | Daily |
Meta Ads | Daily |
Hubspot | Real-time |
Salesforce | Real-time |
2. Organization Settings
Access the Organization Settings to manage various aspects of your organization within Source.
Website Details:
Name: Update the name of your website.
Thumbnail Image: Upload or change the thumbnail image representing your website.
Organization: Set the name of your organization.
Website URL: Enter or update the URL for your website.
Created By: Displays the user who created the account.
Date Created: Shows when the account was established.
Source Pixel:
The Source Pixel is a custom code snippet that tracks user activity on your website. Implement this snippet to enable tracking.
Identify Your Sign-Up Forms: Specify URLs for pages with sign-up forms to track conversions and user interactions. You can manage and edit these URLs under the Source Pixel section in Website Details.
To edit or add new form URLs, navigate to Website Details > Source Pixel and click on the respective section to update.
Dashboards:
Manage and create dashboards under the Dashboards tab. Customize each dashboard to display key metrics and data relevant to your organization's needs.
To learn more about Dashboard Management Click Here
By configuring your connections and organization settings accurately, you can ensure comprehensive tracking and data insights within Source, facilitating better decision-making and performance analysis.