How to Create a Marketing Source

This article covers how to create marketing sources in Pabau.

Elaborately documenting all aspects of your data will lead to detailed reports in the future. In Pabau, you can create marketing sources to track where exactly your clients came from.

Feel free to check out our Pabau Academy video on creating marketing sources.

Step 1: Navigate to Setup

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page in the left sidebar menu. Under the Marketing & Communication section, you will find Marketing Sources.

Step 2: Create a Marketing Source

To create a marketing source, click on the "Create Marketing Source" button at the top right corner of the page.

You will be prompted to add the marketing source name and mark it as an active or inactive source.

The action will be finalized after clicking the Create button. The new marketing source added will appear at the top of the list.

The marketing sources will be reflected in the client card in the "Referred By" field.

And also in the lead profile in the Referred By field.

You can also include marketing sources in the Online Booking portal by adding the "How did you hear about us?" registration field in the client portal customization page.

By following these steps, you can create marketing sources in Pabau.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.