Prerequisites

Before getting started, please carefully read the following to make sure you fulfill all requirements for the integration to work:

• You are an admin of your Umantis instance or an admin shared their access with you.

Add a Source

1. Log into your Umantis instance and click on the settings icon at the top right.
2. Click on Main settings.
   
3. Go to Selection lists.
   Then click on the 🖊️ Icon next to How did you hear about us?
   
4. Click on Actions at the top right.
   
5. Click Add selection value.
   
6. Fill in the name of the source in each language.
   Select the parent category.
   Click Save.
7. The source is now set up and you will see the newly created source in the list of selection values.