Source record
Each source has:- Name — the label shown in dropdowns and filters. Required, up to 255 characters, unique within your workspace.
Xobito does not ship pre-seeded sources. You define them to match the channels you actually use.
Why sources matter
Without sources, you know you have thousands of contacts — but not whether they came from your website, a trade show, Facebook ads, or word-of-mouth. Sources answer:- “Which channel brings me the best customers?”
- “Is our social ad spend actually working?”
- “Which referral partner sent us the most leads this quarter?”
Typical source examples
| Source | What it represents |
|---|---|
Website | Opted in from a form on your site |
Landing page | A specific campaign page |
Facebook Ad | Meta paid ads |
Instagram Ad | IG paid ads |
Google Ad | Search or display ads |
Referral | Introduced by an existing customer |
Partner | Shared by a business partner |
Walk-in | In-store or event pickup |
Trade show | Event or conference |
WhatsApp click-to-chat | Clicked a wa.me link |
Manual entry | Added by a staff member |
Source vs. Status vs. Group
Quick refresher:| Concept | Answers the question | Per contact |
|---|---|---|
| Source | ”Where did they come from?” | One — usually fixed |
| Status | ”What stage are they at now?” | One — changes over time |
| Group | ”Which segments do they belong to?” | Many |
Open the Source library
In the sidebar, go to Contacts → Source. This is where you create and manage the list of sources your team can pick from.Create a source
Give it a name
Short, channel-focused — “Website”, “Facebook Ad”, “Referral”. Must be unique within your workspace. Consistent naming is crucial for accurate reports.
Edit or delete a source
Assign a source to a contact
When adding a single contact
Pick a source from the dropdown on the add-contact form. The source field is required. See Add a Contact.During CSV import
Include asource_id column in your CSV with the numeric ID of an existing source. See Import from CSV.
From automations
A Bot Flow can set a source when a contact interacts — for example, a contact who starts a chat via a specificwa.me link can be auto-tagged with a matching source. See Bot Flows.
Reporting on sources
- Filter the contact list — show only contacts from one specific channel.
- Campaign analytics — split delivery and read rates by source to see which channels engage best.
- Dashboard — new contacts can be grouped by source over time.
Best practices
Always set a source
Always set a source
An untagged contact is a wasted marketing-spend signal. The source field is required, so you can’t skip it — just make sure you pick the most accurate one.
Standardise names across your team
Standardise names across your team
“FB Ad”, “Facebook Ad”, “facebook-ad”, and “Meta Ad” will all create separate reports that are hard to reconcile. Write down the exact list of approved source names.
Review periodically
Review periodically
Remove sources you no longer use. Merge duplicates. Add new channels as you launch them.
Pair with unique click-to-chat links
Pair with unique click-to-chat links
Use
wa.me click-to-chat links with unique greetings per channel — a Bot Flow can detect the greeting and auto-tag the source.Don't change the source later
Don't change the source later
A contact’s source should reflect how they first entered your database. Use status or custom fields for anything that evolves over time.
Related
Statuses
Track each contact’s lifecycle stage.
Groups
Segment contacts for campaigns.
Custom fields
Store any extra data you need about a contact.
Bot flows
Automate source-tagging when contacts reach out.