Track Record Sources

Record Source is a Defined Type used to tag how a person record was created. It stores the originating channel or process so you can report on acquisition, audit data entry, and tune onboarding flows.

How It’s Used

Example: You publish a “First-Time Guest” form on your website and also add new families during weekend check-in. Set the website form’s block to “External Website” and the check-in block to “Check-in.” When those people records are created, Rock stamps the matching Record Source value. You can then filter reports, dashboards, and workflows by source to see which entry points produce the most accurate or complete records.

Where It Appears Today

Record Source is present in the block settings on any block that can create a new person record (e.g., Check-in, Prayer, Event Registrations, Workflows, Group Registrations, Giving, Pledges, Sign-ups, Family Registrations and more.

If you want to add to our defined list of Record Sources, you can. Add new values to the Record Source Defined Type, then set blocks to use them.

Setup

  1. Go to Admin Tools > Settings > Defined Types.
  2. Search for Record Source and open it.
  3. Click ti ti-plus to add a Defined Value. Name it clearly (e.g., “Volunteer App,” “Kiosk Signup”). Save
  4. Open the entry block that creates people (e.g., Person Entry, Group Registration, Event Registration, Prayer Request Entry, Giving, Pledge).
  5. In the block settings, set Record Source to the value you want as the default for that entry point. Save

Advanced Record Sources

You can also track Record Sources using page parameters. This lets you choose which Record Source to use, no matter which page the person record is created on. Page parameters override any block settings.

Page Parameters:

  • ?RecordSource=External Website
  • ?RecordSource=1372
  • ?RecordSource=8f2394ae-aff1-4773-8bf8-e4b9c9d5e978