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Tracking Customer Sources: “Where Did You Hear About Us?”
Tracking Customer Sources: “Where Did You Hear About Us?”

Learn how to track customer sources in CleanCloud to optimize marketing efforts, improve acquisition insights, and grow your business.

Rafael avatar
Written by Rafael
Updated over a month ago

CleanCloud’s new feature allows you to efficiently track how customers discover your business. This data offers valuable insights into customer acquisition and marketing performance, enabling smarter business decisions. You can even add or update a customer source after their initial signup.


Enable Customer Source Tracking

To start gathering customer source data during account creation:

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

  2. Toggle on Customer Source.

  3. In the Customer Sources field, manually add the sources your staff will select from, such as:

    • Google Search

    • Google Maps

    • Yelp

    • Facebook

    • Friends or Family

    • Other

  4. Press Submit to save your preferences.


Collecting Customer Source Information

When adding or editing a customer in the POS:

  1. Select the customer and open their CRM profile.

  2. Go to the Edit Customer tab and locate the Customer Source field.

  3. Choose the appropriate source from the dropdown menu.

  4. Press Update to save changes.

You can modify the customer source at any time, so even if the customer didn’t provide this information during signup, you can update their profile later.


🛟 Need more help?

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

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