Separate channel and campaign
A channel explains where an enquiry came from, such as a website form or referral. A campaign identifies a specific activity within that channel. Mixing these into inconsistent labels makes review harder. Define the distinction in your source system even when the destination only supports part of the information.
Choose stable labels
Use readable terms the team can apply consistently. “Website enquiry” and “Partner referral” are easier to maintain than labels that change whenever a button or promotion changes. Keep a separate campaign reference where supported. A naming rule should make a record easier to interpret without requiring a long lookup exercise.
Document the mapping
Keep a short mapping from incoming values to the names your team uses. Explain whether two different forms belong to one source or represent different workflows. Treat an unknown value as a review item. Guessing a source may make the list look complete while reducing the reliability of later comparisons.
Avoid inferring intent
A paid-campaign lead is not automatically qualified, and a referral is not automatically ready to purchase. Source helps explain acquisition context. Happitap integration labels identify configured sources; detailed campaign attribution requires a deliberate tracking setup in the systems collecting the enquiry. Use conversation evidence to understand need rather than relying on a label.
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Guide / Lead data
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