Contacts & CRM
Contact source tracking
2 minutes read time Difficulty: beginner
Contact source tracking
Know where your contacts come from to measure which channels drive the most leads.
How source tracking works
When a contact is created, AIsoule automatically records the source:
| Source | When it's set |
|---|---|
whatsapp_webhook | Customer messages you first on WhatsApp |
manual | You create the contact manually |
import | Imported from CSV file |
api | Created via REST API |
campaign_reply | Customer replied to a campaign message |
flow | Created by a chatbot flow |
ad | Came from a Click-to-WhatsApp ad |
Viewing a contact's source
Open any contact — the Source field shows where they came from, along with optional source_detail for more context.
Filtering by source
- Go to Contacts
- Use the filter/search
- Filter by source type
Or create a segment: "Source equals ad" → All contacts from ads.
Using source data
Measure channel effectiveness
- How many contacts from ads vs organic?
- Which source has the highest conversion rate?
- Where should you invest more?
Personalize outreach
- Contacts from ads → Send product-specific follow-up
- Contacts from support → Send satisfaction survey
- Contacts from import → Send welcome sequence
Tips
- Track from day one — Source data can't be backfilled
- Use with segments — Create segments per source for targeted campaigns
- Review monthly — See which channels are growing
- Attribute correctly — If using multiple ad campaigns, use source_detail to differentiate
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