Manage Contact Sources

Source/Sub-source helps your team record where each contact came from. Built-in sources, your own source names, and campaign-level sub-sources are managed in separate tabs.

Entry pointAdmin → Settings → Source/Sub-source

Who Can Do This

Admins with CRM source access can manage the options shown to sales users. Choose names that make sense in contact forms, filters, and reports.

Configure Sources

1. Open Admin → Settings → Source/Sub-source.
2. On Default Sources, enable the built-in sources your team uses and disable irrelevant ones.
3. On Custom Sources, select Add Custom Source. Enter a source name and, if helpful, a description. Save it.
4. On Sub Sources, select Add Sub Source. Choose its parent Source, enter a sub-source name, and optionally add an external campaign ID or description. Save it.
5. Open a contact form or source filter to confirm the options are available.

Use a broad source for the channel, such as a partner or advertising platform, and a sub-source for the campaign or referral detail. This keeps attribution easier to read.

Common Issues

Issue	What to check
A built-in source is missing in a form	Confirm it is enabled under Default Sources.
A custom source cannot be added	Check whether the workspace has reached its source limit or the name already exists.
A sub-source is missing	Confirm its parent source and that you are viewing the correct tab.

Contact Brixi support if a saved, enabled source is still absent from contact forms after refreshing. Include the source name and the screen where it should appear.