Marketing Sources

The ordering process implements features on the registration page for collecting marketing data from the customer. By default, there is a text field on the page next to the question "Where did you hear from us?". The field allows the user to enter any value they please, and the value is stored in the source field on the invoice. If marketing sources are defined, an extra drop down list will also be displayed allowing the user to choose from author defined marketing sources. The results from both of these inputs can be viewed in the Sources Report.

To define marketing sources for the drop down list, from the menu, select Store / Marketing Sources. This opens the marketing sources configuration page. To add a new source, click the Add New button at the top, or click the View, Edit, and Del links to view, edit, or delete existing sources. Each marketing source is defined by three options as follows:

Name

The name is the value that will be displayed in the drop down.

Display Index

The order the source will be listed in the drop down.

Active

Whether the source is currently active. Unchecking this will cause the source to not show up in the drop down.