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Create and manage client sources
Create and manage client sources
Track and analyze how your clients found you using client sources. Learn how to create and manage client sources to help optimize marketing efforts and understand your client base better.
Creating new client sources
Create custom client sources to track how clients discovered your business, helping you gain a better understanding of your business’s performance.
To create a new client source:
- Open Workspace settings, select Business setup then Client sources.
- Click Add and enter a Client source name that accurately represents how a client found you. For example, “Google Ads”, and “Instagram”.
- Check the box to set the source as Active.
- Click Add.
Once client sources have been added to your list, you can assign these to clients through their profiles.
Managing client sources
When managing client sources, any changes you make will also update the profiles of clients who were previously assigned to that source in the following ways:
- Renaming a client source:
Renaming a client source will automatically update the associated client profiles. - Deactivating a client source:
Deactivating a client source will automatically remove the source from any associated client profiles. - Deleting a client source:
Deleted client sources will remain listed in all associated client profiles as originally allocated. To change this, you’ll need to reassign the clients to a new source.
Rearrange the order of client sources
Set how you’d like client sources to be displayed in all lists.
To rearrange the order of client sources:
- Open Workspace settings, select Business setup then Client sources.
- Click Options and select Change order.
- Drag and drop the list of sources into the correct order.
- Click Save order.
You can also change the order of client sources by selecting Actions, then Move up or Move down.
Edit client source details
To edit client source details:
- Open Workspace settings, select Business setup then Client sources.
- On the relevant source, click Actions and select Edit.
- Change the name or uncheck the box to deactivate the source as needed.
- Click Save.
Deleting client sources
To delete a client source:
- Open Workspace settings, select Business setup then Client sources.
- On the relevant source, click Actions and select Delete.
- Select Delete to reconfirm.
FAQs
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When a client source is renamed, this will automatically update the client's profile if they have been previously assigned to that source.
There is no limit to the number of client sources you can add, allowing you to track as many marketing channels as needed.
You can export your client list to view and analyze the client data associated with each client source.
Yes, you can edit the sources for manually added clients at any time. However, clients automatically assigned default sources cannot be updated. The default sources are listed below:
Team members will need permission for Client settings to manage sources. You can manage their permissions through your Workspace settings.