What are source codes and how do I use them?
In the BSD Tools, a source code will allow you to gain a better understanding of the origin of a constituent, donation or signup. You can trace a constituent's action to the form they submitted, determine what link was clicked or maybe determine the effectiveness of a paid media campaign. Any link to a BSD page can be tagged with at least two source codes to help you uncover this data.
Source codes break down in to a few basic classes:
Creation Source Codes
Each constituent can be tagged with a single source and subsource when their record is first created.
For example, if the first time a user takes an action is to sign your signup form with source code "facebook_january", then "facebook_january" becomes their permanent creation source code.
Creation source codes are searchable from the People Search Tool (People and Lists > Search for People) using the "Creation Source Code" criterion under the "Signups" group.
Contribution/Signup Source Codes
Contribution/Signup source codes allow you to trace the origin of donations or actions to specific links or mailings. Unlike creation sources, these can be recorded several times, unique for each interaction.
How do I add source codes to my pages?
Passing Source Codes to Action Forms
You can directly pass any source codes you want to any action forms created in your Control Panel. "Sourcable" action forms include Signups, Invites, and Contribution Forms. Using the Query String of the URL, you can pass the Query Parameters "source" and "subsource" to any of these pages. Currently, you can only use these two variables, except with contribution forms (see note below).
If you have a Signup form with the URL http://yoursite.com/page/s/formname , you could pass a source value of "someSource" and a subsource value of "someSubsource" like this:
Note that in the Query String of a URL, "?" indicates the beginning of the string, "=" separate keys from values, and "&" separates different key/value pairs.
"Sticky" Source Codes
Several modules allow you to set a default source code to apply to a form when an action is taken through that form.
For share forms, this behavior is on by default. Just enter values for source and subsource under the Default Source/Subsource Codes section when creating a share form.
For signup forms the functionality is similar to share forms. You provide values for default source and subsource under the Additional Signup Form Options section. To enable this feature for signups, contact yhe Client Services team at email@example.com.
Likewise, for donation pages, this will allow you to specify default codes for donations collected via that contribution form. When editing a donation page, start typing or select a source(s) from the Source Codes setting toward the bottom of the Options tab.