Campaign Attribution

Attribution helps the team understand where leads, enrollments, and payments came from.

Source Presets

Use source presets for repeatable campaign values. This reduces manual typing and keeps reports consistent.

Field	Use
Source name	Human-readable campaign or channel name
UTM source	Traffic source such as facebook, instagram, google, referral, or event
UTM medium	Channel type such as paid, organic, email, whatsapp, offline, or partner
UTM campaign	Campaign name
UTM content	Ad, creative, workshop, or link variation
UTM term	Keyword or targeting note when relevant

Manual Override

Manual enrollment should allow admins to select a source preset and override values when needed.

Use override when:

• The campaign was not preconfigured.
• A student came through a partner or offline referral.
• A workshop conversion needs a specific note.
• A source was captured incorrectly and needs correction before creation.

Standards

• Show source preset names instead of UUIDs.
• Use searchable comboboxes when source lists are long.
• Keep manual source fields grouped in their own section.
• Preserve attribution from checkout into enrollment and invoice records where possible.