Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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On this page
  • How can I see the referral source of a booking?
  • How do I edit the referral source?
  • What do customers see during signup?
  1. Bookings

Referral source tracking

Last updated 6 months ago

Loopit allows you to track how you are being found by your customers by using our referral tracking feature. Common use cases;

  • Asking how people found you

  • Tracking referral partners

    • Example; you may want to track which crash repair shops are referring customers or bookings to you.

This feature is optional, please reach out to our team to have it enabled for your account

How can I see the referral source of a booking?

To view the answer customers gave you can navigate to a booking and from the summary display it will show the referral source. If the customer skipped answering the question, as it is optional during signup when enabled, it will show as "Not Set" otherwise what they entered will be shown.

How do I edit the referral source?

From the booking screen you can click "Edit" where it displays the referral source.

When editing you can create a new option or select a pre-existing one.

We do not show options to pick from for the the customer during signup. This allows you to use this feature to track referral partners for example without exposing those partners to your customers at signup.

What do customers see during signup?

If the feature has been enabled we will show a "How did you hear about us?" on your customer facing signup form.

Update the referral source
Customers can enter how they heard about you