Campaigns and lead sources

Last updated: 2025–03-11

Campaigns and lead sources represent where your applications or leads originate. Tracking them helps with reporting and attribution.

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Campaigns

1. Open Lead Gen (under Marketplace) for sources and campaigns, or Leads in the top of the sidebar for the inbound queue.
2. The list shows campaigns (e.g. name, status, dates).
3. Create or edit campaigns as needed: set name, dates, and any targeting or partner linkage.

Applications may be tagged or filtered by campaign so you can measure performance per campaign.

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Lead sources

1. In the same area, open Sources (or Lead sources).
2. The list shows configured sources (e.g. partner name, channel, status).
3. Add or edit sources so that incoming applications can be attributed to the correct source.

Use campaigns and sources together to understand which channels and partners drive volume and conversion.