Source Empty
Hello,
I've tried to drill down as much as I can in a person source report and continue to stumble upon "empty." Does anyone have a best practice for identifying what the empty could be?
Thank you!
Hello,
I've tried to drill down as much as I can in a person source report and continue to stumble upon "empty." Does anyone have a best practice for identifying what the empty could be?
Thank you!
Are you saying you have people without a Person Source? Somewhere you have a gap in your process. Likely issues:
- A form without a hidden field
- Someone uploaded a tradeshow list and forgot to add Source
- Lead gen vendor submitting via API missing a field
- Someone created a lead in your CRM manually without a Source
You can try to do some sleuthing/auditing with the following fields
- Acquisition Program
- Original Source Type
- Original Source Info
- Any UTM fields you have created
I don't know what the default rules are or if this is a custom setup, but our SFDC won't accept leads from Marketo without Person Source. So we will get a sync error for those leads which notifies me to correct the error and then figure out the issue.
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