Recording Client Sources

Keeping a record of how clients heard about your business can help you determine what marketing and advertising initiatives work, and which ones are a waste of money. This is easy to do in Power Diary, here's how:

Setting up or Editing Your "How Client's Heard About Us" Options: 

1. Go to Settings > Custom Lists
2. Select Client Marketing Source
3. Add or remove marketing sources as required.

How to Record a Marketing Source in a Client Profile:

Option 1

1. Access the client record through the client search.
2. On the Details page, select the desired option from the How Client Heard About Us field.  
3. Click Save.
   

   

Option 2

1. Go to Tools > Form Designer and open your intake form template. (If you do not have one, you can copy it from the Template Library accessible via the button at the top-right). 
2. Add a new field and select the 'Linked Profile Field' type. 
3. Select the profile field 'How Did You Hear About Us'
4. Save the changes. 
   

   

5. Send the online form link manually to a client you are onboarding, or add it to the automatic notification email sent to a new client when they register via the client portal. All options of sending the online form links to clients are listed here
6. When a client completes the form, the linked profile field will automatically update the marketing source in the client profile.