We're excited to introduce a new feature that allows you to gather valuable information about how your customers found out about your business. With this feature, you can track the sources that lead customers to your store.
Here's how it works:
1. Enabling Customer Source During Account Creation
When creating a customer account in the POS, your staff can now ask a simple question: “Where did you hear about us?”. This valuable data can provide insights into your marketing efforts and customer acquisition.
To activate this feature, follow these steps:
Go to Settings > Admin > Workflow > New Order Page > Optional Customer Fields.
Activate the 'Customer Source' toggle.
Once the feature is enabled, your staff will have access to a fresh set of options, including some pre-installed defaults like:
Google Search
Google Maps
Yelp
Facebook
Friends or Family
Other
2. Collecting Customer Sources
Now, when adding a new customer from the New Order Page, you will notice a new field labelled 'Customer Source'. Simply choose the relevant source from the available options.
You have the flexibility to customize this list by adding or removing sources based on your specific needs.
🚀 This data will be a valuable asset for understanding your customer base and tailoring your marketing strategies.
By utilizing the 'Customer Source' feature, you can gain deeper insights into your customer acquisition channels and make informed decisions to grow your business.
💡 Tip
Need more help?
Explore our Help Center articles for answers. Contact us if you need further assistance.