You create a Source when you want to fetch data or information to act on. A Source is a pointer to Tapistro to fetch the information from, say, the connections that you create. When you create connections, you only establish a pipeline and provide authentication for the data to be fetched. Source actually fetch the required data that is used in a Journey.
Sources let you modularize the source of information as a plug-and-play unit that you use in a Journey. If the source of your information changes over time, you just modify an existing Source in Tapistro, and its associated Journey starts working with updated data.
For example, consider the following scenarios:
To input offline data, you can use a Source of the type 'CSV' and upload a comma-separated file.
To fetch data from your existing CRM system, you can connect to the CRM platform in Tapistro. Via a Source you can use data from CRM such as deal level information, contact data, active pipeline data. Tapistro allows users to use this data in various ways in the Journeys.
Types of Sources
Based on the ownership of intent data, Sources are of the following types:
First-party (1P) data: Data owned by you that is residing in some external system. For example, your CRM data that is available in HubSpot.
Second-party (2P) data: Data gathering that was facilitated by you, and the data may or may not reside in your database. For example, G2 reviews or other user-generated content (UGC).
Third-party (3P) data: Data that you borrow or purchase from a third-party provider. For example, an email list targeting a specific demographic.
Create new or modify existing Sources
You create Sources in advance and then use those in a journey. To create a Source, follow these steps:
Log into your Tapistro account and go to the Sources option in the left sidebar.
Select New Source option in the upper-right corner.
Enter a name for the Source. This name is used by you only to recognize the Source and is used only in your account.
Provide an Origin Type value for the Source. You specify where the data for the Source resides.
By default, the status of a Source is active. You can switch the status of a Source to inactive either when you edit an existing source to discontinue its usage or when you create a new source that you don’t want to use right away.
Optionally, you can define the key-value pairing in the Config section. This pairing is typically required for the data that you ingest into Tapistro, say, for example, using a CSV.
Manage your Sources
To modify an existing Source, hover the pointer over the name of the Source and click the pencil icon
to edit.To preview the information that a Source will fetch when used in a journey, click Preview when creating a Source or when edit a Source.
To use an existing Source as a template to create a new Source, hover the pointer over an existing Source and click the copy
icon.To delete a Source, hover pointer over the name of the Source and click the trash can icon
to delete it.
List of all the supported origin types in a Source
The following is a complete list of all the supported origin types that you can use when creating a Source:
Account Search: Start by searching for accounts for your outlined criteria.
beehiiv: Connect your beehiiv email newsletter data.
Clearbit: Deanonymizes website visitors at the company level, providing firmographic and intent data
CSV File: Import accounts or leads from a CSV file.
Email Attachments: Upload lists or data shared via email attachments.
Factors.ai: Monitors and deanonymizes individual visitor behavior on the website, capturing data specific to personal interactions with the site pages.
G2 Leads: Capture leads and intent signals from G2.
HubSpot Change Tracking: Sync real-time updates from HubSpot (contacts, companies, deals).
HubSpot CRM Objects: Import HubSpot CRM data (contacts, companies, deals, custom objects).
HubSpot Marketing Events: Pull in event data from HubSpot Marketing Hub.
Identity Matrix: Identify anonymous site visitors at the person level
Influ2 Ads Engagement: Capture person-based engagement data from Influ2 campaigns.
Instantly Ads Engagement: Sync email engagement and campaign activity from Instantly.
Kwanzoo: Connect interactive ads and engagement data from Kwanzoo.
Leadfeeder Account Visits: Track company-level website visits via Leadfeeder.
Leadfeeder Contacts: Capture identified visitors and leads from Leadfeeder.
Lemlist Email Event Engagement: Track email engagement activity from Lemlist.
LinkedIn Ads Engagement Data: Capture ad impression, click, and engagement data from LinkedIn.
Outreach Email Engagement Data: Sync engagement activity from Outreach sequences.
Outplay Email Event Engagement Data: Sync email engagement from Outplay campaigns.
RB2B: Tracks and deanonymizes website interactions at the company level, providing insights into account activity
RB2B Repeat: Tracks and deanonymizes repeat website visitors at the company level.
SalesRobot: Connect and track automated outbound campaigns on LinkedIn via SalesRobot.
Salesforce CRM Objects: Import accounts, contacts, opportunities, and custom objects from Salesforce.
Scale Your Leads Events: Capture engagement data from Scale Your Leads campaigns.
SmartLead: Capture engagement and outreach data from SmartLead.
Squid: Deanonymizes website visitors and highlights buying intent signals to help prioritize accounts.
Job Listings Search: Search and target accounts based on open job listings.
Trigify: Capture engagement and lead signals on social media platforms from Trigify.
Vector.co: Captures account- and contact-level intent signals from website and third-party data.