Source Automation

Source Automation can help simplify and automate some of your companies sourcing.

1. Auto sourcing from the URL
2. Campaign Monitors Advanced Analytics

1. Auto Sourcing from the URL

Auto-sourcing is a way to automatically track where your customers are coming from on the online booker. This is done by adding some additional information to your website URLs. 

How to use auto-sourcing:

• In Admin > Sources, each source has an ID. 

• You can set up source automation for the Online Scheduler by attaching the source ID to the end of the online booker link.
• For example, your URL might look like this:
  www.zerorez.com/schedule-service-online#/
• Your URLs may include this at the end by including a "?" followed by your source (ie.  www.zerorez.com/schedule- service-online?source=12345 )
• Add child source number if child source exists
• Only use "source={source ID}" when trying to use auto-sourcing ("sourcechild={source ID}" is being discontinued)

• If for some reason the source ID has a typo in it, the user will be prompted to pick a source. So be sure to double check the ID of the source before you send out the link.
• Zr Ware™ remembers each user's latest source (if auto-sourcing is used) for up to 30-days.
  • For example, if a user comes to your booker with an auto-source and doesn't book, but a week later comes back without an auto-source, it will remember and auto-populate the source for that customer from the first visit.
• ​​​​​​​Zr Ware™ uses last touch attribution. Meaning, that each auto-source you use will override any previous auto-sources or sources remembered. 

Things to know:

This code can be added on any page and it will source it when they book from the online scheduler.

<script src="https://zrware-reservations.s3.amazonaws.com/cookie/latest.js" type="text/javascript"></script>

2. Advanced Analytic Tracking in Campaign Monitor

2021 Online Scheduler Only!

Using this feature may help simplify the creation/reusability of email templates. 

If you enable advanced analytics in Campaign Monitor as you see above, this will add a source to Admin > Sources under the “Email” source. The name of the new child source will be the name of the email campaign that was used. When a customer finishes booking online, the source of the booking will be the Email > Email Campaign Name.

The values of the "cn" and "cid" parameters shown above in the Enable Advanced Analytics section of Campaign Monitor will be stored as a cookie on the user's browser (assuming cookies are enabled) and will persist for 30 days. If they leave the page and come back organically, the values from these cookies will be read and it will still be sourced as described above.
The appCompanyId value is used to correctly link sources with your company. If you don't know what your company id is, please send in a support ticket.

This Advanced analytics setup will override any manual source that is put on the URL(Example: ?source=1234).