How to Clean Up Lead Sources Using Graphly’s Consolidator

264 0 1 June 3, 2024

This article covers Field Consolidators which are used to consolidate lead sources by allowing you to map parent child relationships between them.

Creating a Lead Source Consolidator

To begin, click on the “gear icon” and select “Field Consolidator“.

Click the add button on the right to create a new consolidator.

Here you need to name your Consolidator, select your field, and type in the Keap action set used to reset the lead source. If you haven’t already created your Reset Lead Source action set, follow this article here. When you’re finished, click the create field consolidator button at the bottom.

Hover over the consolidator and click on the Map Relationships button.

To create a relationship, start by checking the boxes next to the lead sources you want categorized.

click the checkboxes next to the lead sources that you want to categorize

Then in the Assign To box, type the name of the lead source you want them categorized under, or you can create a new lead source to categorize them.

Then click the “Assign” button, and look to the right of the page to see the category.

notice all of the lead sources selected are no under one parent lead source

Continue this process for any more relationships you wish to create.

multiple parent child lead source relationships

As you go through this process, your categorized list of lead sources will start getting lengthier. You can collapse these as needed to show only the parent sources by click the arrows.

click the vertical carat to collapse or expand parent lead sources to display the children lead sources within

If at some point you decide that a child lead source needs to be a parent lead source, you can check the box next to the child lead source and then go to the drop-down menu. Choose Revert children to parents in the menu and then click the “Assign” button.

click a child lead source within a parent and click the revert children to parents button button to remove it from the parent

You can see now that the lead source has returned to the Uncategorized list on the left.

Managing your Consolidators

To activate the consolidator, click the toggle button near the top. Your first sync will take place within six hours.

click the toggle on the lead source consolidator to activate it

If you ever need to deactivate it, just click the toggle button again.

deactivate it by clicking the toggle again

If you want to delete a consolidator, click on the trashcan icon and then the check mark shortly after.

click the trash can icon on your consolidator to delete it

click the check mark where the trash can was to confirm deletion of the consolidator

Congratulations, you have now learned to consolidate lead sources using the Graphly field consolidator. Happy tracking!

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