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Tracking Customer Sources

Track how customers find your business by enabling the "Where Did You Hear About Us?" feature and updating sources in the CRM.

Rafael avatar
Written by Rafael
Updated this week

CleanCloud allows you to track how customers find your business by asking, "Where Did You Hear About Us?" This data provides valuable insights into customer acquisition and marketing effectiveness. You can add or update a customer’s source at any time.

Enable Customer Source Tracking

To collect customer source data during sign-up:

  1. Go to Settings → Admin → Workflow → New Order Page → Optional Customer Fields.

  2. Enable the toggle for Customer Source.

  3. Add sources using the "Add Customer Source" button. Examples include:

    • Google Search

    • Google Maps

    • Yelp

    • Facebook

    • Friends or Family

    • Other

  4. Click Submit to save your settings.


Collecting & Updating Customer Source Information

You can add or modify a customer's source anytime through the Customer CRM profile:

  1. Select the customer and open their CRM profile.

  2. Click Edit Customer.

  3. Locate the Customer Source field.

  4. Choose the appropriate source from the dropdown.

  5. Press Update to save changes.

Even if the customer didn’t provide this information at sign-up, you can update it later.


🛟 Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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