Reports

HubSpot Sources Frequently Asked Questions

Last updated: December 14, 2016

Top FAQs:

What are the top-level sources?
How does HubSpot decide to categorize a visit into the right source?
How does HubSpot categorize Visits, Contacts, and Customers in the Sources Report?
Why is a customer not showing up in Sources for the month they converted?
How often does Sources update?
How do I make a link for my campaign so that it appears in the correct source?
How do I block my visits to my website from being counted by HubSpot?


What are the top-level sources?

  • Organic Search: Non-paid visits from recognized search engines, like Google, Bing, Yahoo, etc.
  • Referrals: Visits from links clicked on other websites.
  • Social Media: Visits from links clicked on social media sites, like Facebook, Twitter, LinkedIn, etc.
  • Email Marketing: Visits from tracking links in your emails. These links are automatically added to the emails you send from HubSpot. They can also be manually added using tracking URLs, if you're using an external email system.
  • Paid Search: Visits from paid search ads that are either automatically identified by HubSpot or set by your own tracking URLs.
  • Direct Traffic: Visits to your website with no referring source or tracking URL. Usually visitors who type your website directly into their browser.
  • Other Campaigns: Visits from campaigns that are being monitored with specific tracking URLs other than those used for Social Media, Email, or Paid Search.
  • Offline Sources: This category does not apply to visits, but contacts and customers who originated outside of your website like those who are imported. In the Sources Report, Offline Sources is hidden by default.


How does HubSpot decide to categorize a visit into the right source?

  1. The first is by looking for a tracking URL, which is a parameter that can be added to the end of a link to your website. A tracking URL might look something like this: http://www.hubspot.com?utm_source=facebook&utm_medium=social&utm_campaign=xyz.
  2. The second is by the referrer, which is information that is passed along when someone clicks on a link from another website to your website. The referrer is the original site that contained the link to your website.


How does HubSpot categorize visits, Contacts, and Customers in the Sources Report?

  • HubSpot analyzes each visit to your website and applies a series of rules to determine the marketing source of the visit. Contacts and customers in the Sources Report are categorized by the date of their first conversion, based on the source of their first known visit. Learn more about HubSpot's bucketing rules for the Sources Report.


Why is a customer not showing up in Sources for the month they converted?

  • Customers are reported in the Sources Report and the Dashboard for the month they first became a Contact in HubSpot, not the month in which they were converted from a Lead to a Customer.
    • Ex. If a Contact is added in March as a Lead and closed as a Customer in July, they will appear in the Sources Report and Dashboard for March under the 'Customer' category.
  • This is done to analyze your customer conversions from a closed-loop marketing perspective - what traffic sources were most effective at ultimately creating customers during a specific time period- to better focus your marketing efforts.


How often does Sources update?

  • The Sources Report updates every 1-3 hours.
  • To see the last time that data was updated, navigate to Reports > Sources > scroll to the bottom of the page > see 'Data last updated X hours ago'.


How do I make a link for my campaign so that it appears in the correct source?

  • HubSpot's Tracking Link Builder can help you generate tracking URLs with specific parameters to ensure that visits are bucketed in the correct source. Learn more about creating a tracking URL.


How do I block my visits to my website from being counted by HubSpot?

  • To prevent your own visits from being counted towards your website analytics, we recommend excluding traffic from your IP address.
    • To find out your IP address, search on google.com for your ip address. To block a range of IP addresses, reach out to your IT team to find out the full list of addresses to block.
    • Navigate to Reports > Reports Settings > IP Filtering.
    • Add in any IP addresses to filter.
  • Learn more about IP filtering in HubSpot.