Tip 13 Source Tracking | Zoho Bookings

Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic traffic from search engines, and recommendations from previous clients. Understanding where your bookings come from enables you to make better decisions about where to focus your marketing efforts. If you can identify which channels are generating the most bookings, you can adjust your strategy accordingly and make more informed choices about pricing and promotions.

Use case

For example, if a hotel discovers that the majority of their bookings come from a certain online travel agency, they can engage in negotiations to secure better terms and discounts for their customers. This strategic move could result in more bookings from that channel, contributing to overall revenue growth.

 

In Zoho Bookings, you can implement source tracking by adding a hidden field to the booking form. Use a unique URL for each channel to specify the channel name in the hidden field. When customers book using those links, you'll be able to easily identify which channels are generating the most new customers and bookings.

Steps to implement source tracking:

1. Navigate to Services, select the required service, and click Service Booking Form. 
   
2. Click Add Field in the right corner of the Fields section.
   
   
   
   
3. A pop-up window will appear. Enter the Field Label as "Source" (or use any name of your choice). Choose SingleLine in Field Type, as we'll be using a limited amount of text in this field. Click Save. 
   
   
   
   
4. Click the eye icon next to the Source field that you just created and make the field hidden in the booking form.
   
   
   
   
   
   
   Your source tracking is all set. When you share the service booking page link, add the source name accordingly. You can include the source value as a query parameter to the booking URL in the below format:
   

   <service_booking_page_URL>?source=<source_name>
   
   
   For example, lets say the above service Tax planning has the booking page link: https://business.zohobookings.com/#/customer/4050029000003367030.
   
   
   
   When this link is shared on Facebook, the source name can be added at the end: https://business.zohobookings.com/#/customer/4050029000003367030?source=facebook
   
    
   
   
   

   You can easily add additional sources, such as:
   ?source=official_website
   ?source=partner
   ?source=email_campaign

   
   When an appointment is booked, the source name can be seen in the Appointment Summary under Additional Info.
   
    

Tracking the sources of your bookings can help you identify which channels are effective for acquiring new customers and contribute the most to your revenue, so you can implement more targeted marketing and customer engagement strategies.

Thanks for reading! Please watch this space for more tips about online appointment scheduling.

 

Related Topics

Service Booking Form

• Topic Participants

• Praveena Chandran

  

• Yaali Bizappln Solns

  

• Akshara Amarnath

  

• Lydia

• IK

• Sticky Posts

• Tip #17: How to mandate partial payment for your appointments

  When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

• Tip #13: Identify where your bookings come from with Source Tracking

  Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic

• Tip #18: Organize a group workshop in a few steps

  It's the season for workshops—they're everywhere, catering to diverse interests and needs. Whether for more professional goals like leadership development or creative endeavors like painting, there's an abundance of workshops offered every day. A scheduler

• Tip #16: Custom labels for staff, service, and resources

  Every industry uses its own jargon. Take healthcare, for example; when you visit a doctor, it's not just an appointment, it's a consultation. The people who provide consultations are the providers. Similarly, in the tranquil world of a spa, a massage

• Tip #15: Customize service prices for each staff member

  It's common practice for a service to be priced differently based on the staff member providing it. For example, an experienced hair stylist may charge more for a haircut compared to the other stylists. This pricing strategy allows businesses to charge

• Recent Topics

• Host not reachable

  Good morning. I have four mail accounts and they have been working well for years. Now, suddenly, I am unable to send any e-mails from any of them. I allways have this pop-up: Thank you. Regards. Luis Fernández

• BIN Locations

  Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks

• Zoho Marketing Campaign

  I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

• Zoho Marketing Automation APIs

  When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?

• Adding Folders in Android App

  Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

• Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

  I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available

• Ability for customer to give feedback after receipt of an order

  Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

• Issue with EU MArketplace

  Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the

• Conversion of functions from Google Spreadsheets

  Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

• Zoho Books Sandbox environment

  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

• Zoho Books | Product Updates | November 2024

  Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

• Spell check sucks

  Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

• Signature image logo not displaying in recipient mail clients

  Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin

• Sales Order, what are the statuses under Confirmed and Closed

  Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

• Notifications for calendar meetings

  So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.

• Reusuable Sections & Universal Brand Settings

  Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.

• Blockchain technology

  Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology

• Este domínio já está associado a esta conta

  Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

• not able to hit inventory api

  when i hit the api with my account keys and the access is provide by the client

• Remove County field from Customer Address input screen (or allow input to be deleted)

  We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we

• 553 Relaying disallowed error

  Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured

• !! URGENT My sent mail goes to spam

  I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks

• Event Time Zone in meeting invites are confusing users

  When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

• Request For Quotation (RFQ) module

  Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

• Constant Sync Errors 🙄

  I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

• Display your zoho contact name when they call your mobile number

  As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

• In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

  We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

• javax.mail.authenticationfailedexception 535 authentication failed

  Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

• Out of Office not working

  I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

• Always display images from this sender – Is this feature available?

  In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

• Some emails are not being delivered

  I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

• Unbilled Items Report?

  Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

• Making Calls Using ZDialer on Zoho Creator Widgets

  The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?

• ALL sent mails from my zoho email id go to spam

  when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!

• Não consigo enviar e nem receber e-mails

  Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?

• Time Field

  Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created

• Receiving email problem

  I can send an email but can't receive from other platform like Gmail

• Mas de 48 horas sin correo

  Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo

• Your account has been blocked due to security reasons.

  Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to

• Displaying related quotes in sales order and back

  Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

• Next Page