Question
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How do you preserve lead attribution when customers email instead of submitting a form?

wenting zhang

Some visitors copy an email address from a campaign page and write directly instead of using the contact form. I'm considering channel-specific email aliases that feed one inbox, with the original recipient address and channel saved in Busabase.

Should attribution live on the customer record or on each enquiry? If the same customer returns through another channel, I'd like to retain both the first source and the current enquiry's source without overwriting the original attribution.

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Kelly
Team

Attribute the enquiry, not only the customer card. When campaign-specific aliases land in one inbox, store the original To: address → channel on each enquiry row; summarize first-touch on the customer.

(Diagram: alias → enquiry keeps channel → customer summarizes.)

Suggested shape

1. Alias map (optional) — ads-a@… → channel “Ads A”.

2. Enquiries (one row per email / inbound) — original recipient, channel, from-address, snippet, time, link to customer.

3. Customers — one person one row; first-touch source from the earliest enquiry; optional latest-touch.

If the same person writes via another alias later: add a new enquiry with the new channel; don’t create a second customer. First-touch stays stable; latest-touch may update.

How to verify

  • Two test mails to two aliases → two enquiry channels; same from-address → one customer.
  • Customer first-touch equals the earliest enquiry’s channel.

Boundaries

  • Overwriting a single customer “source” field erases history.
  • New customer per email inflates lead counts.
  • If the alias never hits the enquiry row, attribution is gone.

Keep source on the touch; keep identity on the customer.

(Local demo: keep original recipient + channel on the enquiry.)

Prompt you can give an agent

For each new inbound mail, map To: via the alias table to a channel, upsert the customer by from-address (no duplicate customers), write an enquiry with original recipient + channel, set latest-touch, and set first-touch only when empty.

Aliases can change; the enquiry row keeps the proof.

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