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Understanding and Using Source and Subsource Codes

A store, survey, donation form, or Advocacy alert on your site might lead a visitor to register and start a record in Luminate Online's Constituent360. Source code helps you identify where the constituent first interacted with your website and to track and evaluate the effectiveness of your site's interactive components.

You determine how the first interaction with your site is defined because default source and subsource code values can be anything you want them to be. For example, if a donation form supports dog rescues, you might specify the value of the source code for that form as Dog Rescues. If the subject of an action alert message is Space Invaders Sighted, you might set the value of the source code to ufos. If an eCommerce store offers digital music downloads on demand, you might choose Digital Music as an appropriate value for the source code.

The default subsource code is an optional secondary value to distinguish one source from another. For example, in your digital music store you might have virtual departments such as Classical, Pop, and New Age, but your source code might identify the store as Digital Music. The subsource code can identify which departments the constituent entered or to show which item a constituent chose to view or purchase. One constituent's source and subsource codes might be Digital Music and Classical, while codes for a different constituent might be Digital Music and Pop.

Source codes work by creating and functioning within what is known as a session in conjunction with constituent registration. A session starts when a visitor arrives at your website and ends when the visitor leaves. If a visitor interacts in some way with site content where you defined source code and then registers as a constituent during the same session, the system tracks the visitor's activity and records the source code in Constituent360.

Example 1: Suppose you guide visitors directly to your online store, regardless of their constituent status. You configured source and subsource codes for the store and its subcategories of Mugs, Hats, and Books. A visitor purchases a hat and then leaves your site without registering. No source or subsource code values are recorded for the visitor and the session ends. If the visitor returns an hour later and registers, the source and subsource code values for the hat-purchase interaction are not recorded because the purchase occurred in a different session.

 

Example 2: A visitor registers as a constituent with your site, but then leaves with no further interaction. The session ends. When that constituent logs in two weeks later, all activity can now be tracked, recorded, and associated with the constituent's Profile in Constituent360. The source and subsource code values associated with the first interaction, purchasing a hat in your online store, are recorded in Constituent360.

 

Example 3: A visitor registers as a new constituent, but does not interact with your site. No source code is associated with the registration process so no default source or subsource code values are recorded for the new constituent. Even if the visitor submits an action alert that has its own default source and subsource codes, no values will be recorded.

Origin Source Code and Origin Subsource Code fields can be included as criteria in a Query and as columns in Report Writer models that access the complete Contact Record and show individual constituent data. They can also be updated through Custom Constituent Imports.

Source codes can be reused across your site; therefore, your organization should record used source codes in a tool such as Microsoft Excel.

Note: After source and subsource codes are recorded for a constituent, the values can be changed only by the administrator. For details, refer to Modifying Source and Subsource Code Values below.

Click a link to learn more about:

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Defining Source Code with Special Variables in Links

To create a link using the s_src and s_subsource code values:

  1. Navigate to Content > PageBuilder or Content > StoryBuilder.
  2. Select to Create a New Page or Create a StoryBuilder Article.
  3. In the Content Editor area, type the link text and highlight it.
  4. Click the Insert/Edit URL or Link icon on the toolbar.
  5. In the Insert Link box, click Browse Links.
  6. In the Choose Link box, select the Link Type (for example, Donation Form) where you want to define a source code link.
  7. On the Set Link Options page, optionally define User Processing or Advanced Options for the link.
  8. In the Enter Additional Arguments box, type source and subsource codes in the form arg1=value1&arg2=value2 where arg1 is source code, arg2 is subsource code, and the ampersand joins the variables.
  9. If the value you want to apply as the source code is Digital Music and the value for the subsource code is Classical, type s_src=Digital Music&s_subsrc=Classical

    If you want to apply only a source code and not a subsource code, type s_src=Digital Music

    Note: You do not need to enclose the values in quotation marks.

  10. Click Select and then Insert.

When a visitor arrives at your site, clicks the link, completes the supported interaction, and then registers as a constituent, the system adds the source code Digital Music and the subsource code Classical to Constituent360 and the values appear in the constituent's profile in the Biographical Information section. 

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Using Source Code with eCommerce

Use the special variables described in Defining Source Code with Special Variables in Links to define source code and apply it to eCommerce stores and products. In eCommerce, you can create a link to a store or to a product in that store. You would typically use a link to a store to point to a specific store type such as Books, Clothing, or Gear. To specify store and product as the source and subsource codes for an initial user interaction, you could link to an eCommerce product and then define the source code as the store name and the subsource code as the specific product.

To apply source code identifying a book sold in your eBooks store:

  1. Navigate to Content > PageBuilder or Content > StoryBuilder.
  2. Select to Create a New Page or Create a StoryBuilder Article.
  3. In the Content Editor area, type the link text and highlight it.
  4. In the Insert Link box, click Browse Links.
  5. In the Choose Link box, select eCommerce Product as the Link Type.
  6. On the Set Link Options page, optionally define User Processing or Advanced Options for the link.
  7. In the Enter Additional Arguments box, type source and subsource codes in the form arg1=value1&arg2=value2 where arg1 in the example is source code, arg2 is subsource code, and the ampersand joins the variables.
  8. If the value you want to apply as the source code is your store (eBooks) and the value for the subsource code is Understanding Technical Writing, type s_src=eBooks&s_subsrc=Understanding Technical Writing

    Note: You do not need to enclose the values in quotation marks.

  9. Click Select and then Insert.

When a visitor arrives at your site, clicks the link, and then registers as a constituent (with or without purchasing the book), the system adds the source code eBooks and the subsource code Understanding Technical Writing to Constituent360 in the Biographical Information section for that constituent.

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Using Source Code with Surveys

Define source and subsource codes and apply them to a survey in the following ways:

  • Using special variables: Insert a link to your survey to define special variables and generate a source code when clicked. For details, refer to Defining Source Code with Special Variables in Links.
  • Providing source code and subsource code values for a survey: Enter the values while editing a survey. The source code is generated when a constituent submits the survey.

To provide default source and subsource code values for a survey:

  1. Navigate to Content > Surveys.
  2. On the Survey List page, click Create a New Survey.
  3. On the Identify Survey page, type values for the Default Source Code and Default Subsource Code; for example, type Fundraising Alerts for source code and Campaign to Raise Funds for Stamping Out Wildfires for the subsource code.
  4. Note: You do not need to enclose the values in quotation marks.

  5. Finish defining the survey.

After you publish the survey, the system records the source and subsource values in the Constituent360 database for registrants who complete and submit the survey as their first interaction.

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Using Source Code with Donation Forms

Define source code and apply it to a Donation Form in the following ways:

  • Using special variables: Refer to Defining Source Code with Special Variables in Links.
  • While creating or editing a Donation Form: Type values in the Default Source Code and Default Subsource Code fields on the Identify Donation Form page. For details about defining a Donation Form and accessing the Identify Donation Form page, click Donation help.

The difference between the techniques is that the first one creates a link on the donation form and the source code is set when a constituent clicks the link. In the second technique, default source code is set when a constituent clicks the donation form Submit button.

Important: Setting a value in the Source Code and Subsource Code fields and also applying the s_src and s_subsrc special variables cancels all values and results in no record.

To add source and subsource code in donation form links:

  1. Navigate to Content > PageBuilder or Content > StoryBuilder.
  2. Select to Create a New Page or Create a StoryBuilder Article.
  3. In the Content Editor area, type the link text and highlight it.
  4. In the Insert Link box, click Browse Links.
  5. In the Choose Link box, select Donation Form as the Link Type.
  6. On the Set Link Options page, optionally define User Processing or Advanced Options for the link.
  7. In the Enter Additional Arguments box, type source and subsource codes in the form arg1=value1&arg2=value2 where arg1 is source code, arg2 is subsource code, and the ampersand joins the variables.
  8. Note: You do not need to enclose the values in quotation marks.

No benefit is gained by applying s_src and s_subsrc, with associated values, in the special variable input field. You are free, however, to do so. 

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Using Source Code with Advocacy Alerts

Define source and subsource codes for an Action Alert or a Letter to the Editor Alert in one of the following ways:

To provide default source and subsource code values for an alert:

  1. On the Advocacy menu, select Action Alerts or Letter to the Editor.
  2. On the Action Alerts page, click Create Alert or click Edit in the Actions column.
  3. On the Identify Alert page, type the desired values in the Default Source Code and Default Subsource Code fields. For the Default Source Code you might type LTE Alert and for the Default Subsource Code you might type the name of the specific alert, such as Write to Prevent Wildfires.
  4. Note: You do not need to enclose the values in quotation marks.

  5. Finish editing and publishing the alert.

After you publish the alert, the system records the source and subsource code values in Constituent360 for constituents who interact with and register as a constituent by taking action on the alert. The values appear in the constituent's profile in the Biographical Information section.

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Modifying Source and Subsource Code Values

Change source and subsource code values saved in Constituent360 in one of these ways:

  • Edit the values in the constituent (Contact) Profile page. For details on editing Profile pages, refer to Contact Management.
  • Overwrite (update) the values on the Profile page with a Custom Constituent Import Operation. For details on overwriting Profile information with a data import, refer to Custom Constituent Import.
  • Apply a client-side method of the Constituent Management API. For details, refer to the Constituent Management API documentation. (This is a highly technical approach.)

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