How do I add and manage sources for the PAI reports?

You can add or manage your marketing sources in the Attribution Mapping page. 

Guide to marketing sources.

 

A. Navigate to: Performance AI ➡️ Settings ➡️ Attribution Settings ➡️ Attribution Mapping.

 

B. To add a source to the Performance AI list:

a. Click on Source at the top of the page. 

b. You can select the default source (the source that is used when no other source is

    present) using the dropdown menu.

d. To add a source to the PAI reports, use the ADD SOURCE button.

 

Add and Manage Source How-To - 1

 

C. To manage a source from the table, find the required source on the table and

a. You can click on the primary UTM tag to add or delete tags from a source.

b. You can click on the secondary UTM tag to add or delete tags from a secondary source.

c. You can use the EDIT button to edit the particular source in question. 

d. You can also delete a source using the image-png-Dec-27-2023-02-29-53-2290-PM button. 

 

Add and Manage Source How-To - 2

 

D. When you choose to add or edit a source, it opens a new menu where you can change

     different features of the source. * refers to the fields that are necessary.

a. Add or edit a source name. This is a field that needs to be filled.

b. Select a source from the list of sources in Yardi.

c. Add or edit the primary UTM tags. Use enter to add a tag. This is a field that needs to

    be filled.

d. Add or edit the secondary UTM tags. Use enter to add a tag.

e. Add or edit a referrer this refers to the referring domain of a source. 

f. Select if the source will be included in the Contact Us and Scheduler forms on either

   or both of the Prospect and Agent channels.

g. Select a medium that will be selected as a default for this source. 

h. Select a channel that will be selected as a default for this source. 

i. Select a method that will be selected as a default for this source. 

j.  Select a Vendor name from the list in Yardi. 

k. You can cancel the process of addition and editing using the CANCEL button.

l. You can save the new or edited sources using the SAVE button. 

 

Attribution Mapping Overview - 4-1

 

Next:

How do I use the Attribution Mapping page?