How do I setup customer acquisition channels/sources?

Modified on Tue, 4 Jul, 2023 at 12:03 PM

1. Click on Settings from Main Menu on the left hand side.

2. Navigate to Module Settings and Click on Customer Segmentation.

Navigate to Module Settings and Click on Customer Segmentation.


3. From the menu tab, click on Customer Acquisition Channel. Click on Add Channel.



4. Type the name of the source/channel Eg: "Flyer"

Type the name of the resource/channel Eg: "Flyer"

5. Click on Save.

6. To update or delete a resource/channel, click on the resource name. 

To update or delete a resource/channel, click on the resource name.

7. Click on Update or Delete.

Click on Update or Delete.

8. Click on Yes to make changes.


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