How to track lead source in Tidio
Stop replying to Tidio chats with no context. Every conversation arrives tagged with the marketing channel, campaign, and journey that delivered the visitor.
On this page
Tidio sits in the sweet spot between live chat and chatbot, popular with ecommerce stores running Shopify and WooCommerce, with AI-driven bot (Lyro) and email marketing baked in. The reporting it doesn’t surface is the one most marketers want, which campaign brought each chatter to the site. SourceLoop covers that without changing anything inside Tidio.
Three steps, around five minutes, attribution applied to every conversation afterwards.
What SourceLoop captures from Tidio
For each Tidio conversation that captures an email, SourceLoop attaches:
- The visitor’s marketing source (organic, paid, social, referral, direct)
- UTM parameter set parsed from the landing URL
- Pages visited in order before the chat
- Time on site before the conversation
- Number of distinct sessions preceding engagement
- Email + name captured during the chat
- First-touch landing page of the visitor’s history
- Source of the converting session that produced the chat
- Device, country, browser
Before you start
You’ll need:
- A SourceLoop workspace (free trial)
- Edit access to your storefront’s
<head>markup - A Tidio account with the chat widget already installed on your site
Step 1: Install the SourceLoop snippet on your store
Inside SourceLoop, navigate to Setup -> Tracking code in the sidebar and copy the snippet.
Paste it into the <head> of your store. Common ecommerce paths:
- Shopify: Online Store -> Themes -> Edit code ->
theme.liquid, before</head> - WooCommerce: a header-injection plugin like Insert Headers and Footers
- BigCommerce: Storefront -> Script Manager, head placement on All Pages
- Wix: Settings -> Custom Code -> head placement on All Pages
- Custom build: your global layout template
Tidio’s widget snippet stays exactly where it is. The two coexist with no special configuration.
Step 2: Confirm Tidio is loading on tracked pages
No configuration changes needed inside Tidio. Once SourceLoop runs on the same page as the Tidio widget, conversations that capture an email get attributed automatically.
Worth verifying:
- The Tidio widget is active in your account settings (Channels -> Live Chat)
- The chat flow captures email at some point, via pre-chat survey, Lyro’s conversational flow, or post-chat form
- Your store’s performance plugins aren’t blocking either Tidio or SourceLoop
Step 3: Send a verification chat
Visit your store in an incognito tab with ?utm_source=test&utm_medium=verify&utm_campaign=tidio-check glued onto the URL. Open the Tidio widget, start a conversation, and share an email you can access.
Within seconds of the email being captured, the conversation should appear at the top of the Contacts Hub in SourceLoop with the three test UTM values stamped on the record.
Where to see Tidio conversations in SourceLoop
Contacts Hub
Every Tidio conversation that shares an email becomes a contact row at app.sourceloop.ai/contacts. Click into a contact for the visitor’s full pre-chat browsing path, useful context to read into your reply or your bot’s next response.
Attribution dashboard
app.sourceloop.ai/dashboards/traffic groups Tidio conversations by source, medium, and campaign so you can see which channels open the most dialogue with real prospects, particularly useful for paid social channels feeding your store traffic.
Funnel reports
Build a funnel at app.sourceloop.ai/funnels ending in “Tidio conversation”. Slice by source, landing page, or device to find which routes drive real engagement.
If your store runs paid acquisition, mirror Tidio conversations back to Google Ads, Meta, and LinkedIn as offline conversions so the bidding algorithms train on real qualified conversations instead of vanity clicks. Connect your Google Ads account covers the wiring.
Frequently asked questions
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Does this work with the Tidio free plan?
Yes. Tracking happens in the browser independent of Tidio's pricing tier. Free, Starter, Communicator, the experience is identical.
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Tidio's AI bot Lyro can handle entire conversations. Do those bot chats get attributed?
Yes. The conversation is what carries the email, regardless of whether Lyro or a human agent handles it. SourceLoop attaches attribution as soon as the email is identified, AI-handled or not.
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We run Tidio on a Shopify store. Does the order/cart data sync stay intact?
Yes. Tidio's Shopify integration (cart contents, order history shown alongside conversations) continues to work exactly as before. SourceLoop just adds the marketing-source layer to the contact in its own dashboard.
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I use Tidio Email Marketing to send broadcasts. Are conversations from email recipients tracked?
Yes, if the email's UTMs are intact. When recipients click through to your site, SourceLoop picks up the UTMs from the landing URL and attaches them to any conversation that follows.
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Will Tidio's integrations (Zapier, HubSpot, Klaviyo) keep firing as configured?
Yes. Tidio continues to sync conversations and contacts to all your connected destinations. SourceLoop saves an attribution-rich copy of the lead on its own side, with no overlap on Tidio's outbound flow.
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