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Customer Referrers - Tracking Inbound Lead Channels
Customer Referrers - Tracking Inbound Lead Channels
Tony Robbins avatar
Written by Tony Robbins
Updated over a week ago

Customer Referrers allows you to collect information about how new customers have found your Studio. To configure this on the system go to Admin > People > Customer Referrers > + Add Referrer.

Add the name of the referrer and choose if this is to be filled in. A fill-in referrer is where a customer selects an option, for example, they choose the option that a friend referred them, and they could then fill in the same of the friend.

Repeat this process to add as many options as you would like. Some common choices include Facebook, Instagram, Google, Friend, Instructor, and so on.

Next, to enable this on your new customer sign up form go to Admin > People > Customers. Click on Configure Customer Fields.

Scroll down and make sure the option "Referrer" is checked.

Now, when your new customers sign up they have the option to choose how they heard about your studio. To view the responses of your new customer you have a report for this that will collect all of the data for you. This can be found at Admin > Reporting > Customer Reports > Customer Referrer Summary.

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