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Understanding how contacts are created

Overview

Ortto supports multiple data sources. When contacts are created from different sources, identifying where they come from helps users maintain better control and visibility.

Filtering on the People page

On the People page, you can filter contacts by creation date, specifying a specific date, before/after a date, or within a date range.

Example of a filter using the Created field.

In addition to filtering by creation date, you can also filter by how contacts were created. Ortto automatically updates the Initial Source field with the contact’s source, allowing you to track where your contacts are coming from.

Example of a filter using the Initial source field.

Possible sources include:

  • Spreadsheet (CSV import).
  • API.
  • Website session.
  • Manually created.
  • Data source specific (Salesforce, HubSpot, etc).
  • Capture widget.
  • Forwarded email.

NOTE: As the name suggests, the Initial source field only captures a contact’s first source. For example, if a contact is created via CSV import and later updated through Salesforce, the Initial source will remain unchanged.

Viewing a source breakdown in a report

If you want to view a breakdown of the initial source for your contacts, you can create a pie chart report, with each slice representing a different source.

Example of a pie chart report showing the breakdown of contact sources.

To create this pie-chart report, follow these steps:

  1. Navigate to Analytics > Reports.
  2. Click New report > Start from scratch > Pie chart.
  3. Select Add metric > Fields > Created.
  4. Click Group by field > Initial source.
Example of creating a pie chart report. (Click on the GIF to view it in full size).

TIP: The report preview includes only the last 30 days of data. Once you create the report, you can expand the timeframe.

Learn more about creating a new report.