Using customer sources
The how you heard about us app allows you to create a list of sources that your customers can choose from to tell you how they heard about your store.
You will then be able to generate a report which displays what your most popular customer sources are, the value and number of orders each source has led to and what your best and worst performing sources are.
To create a list of sources you will first need to install the app. To install the app select INSTALL THIS APP.from the menu. Find and select the ‘How You Heard About Us’ app and select
Creating and managing customer sources
Once you’ve installed the app you can begin to add your sources by selectingfrom the menu.
In the ‘Create A New Customer Source’ box enter the name of a source (such as Facebook, Instagram or Google):
Then select create customer source. You can add as many sources as you need.
Once you’ve added customer sources you can manage them in the ‘Existing Customer Sources’ section:
In this section you can change the name of any source you have already created. You can delete a customer source by selecting the bin icon by the source.
Once you’ve created sources, customers will be able to choose an option from a dropdown list that asks how they heard about you when signing up for an account or placing an order with you: