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:
Navigate to Settings → Admin → Workflow → New Order Page → Optional Customer Fields.
Toggle on Customer Source.
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
Press Submit to save your preferences.
Collecting Customer Source Information
When adding or editing a customer in the POS:
Select the customer and open their CRM profile.
Go to the Edit Customer tab and locate the Customer Source field.
Choose the appropriate source from the dropdown menu.
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.
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