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To begin configuring your advertising sources, navigate to the following page
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Home → Configuration → Checkout [section] → Advertising Sources |
Tracking Mechanism
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There are four primary choices for specifying the tracking mechanism's behavior
| Do not track advertising sources | If this is selected, the tracking mechanisms are disabled. No further configuration is required. |
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| Allow customers to enter their source in a field | If this option is selected, a blank text box will appear allowing the customer to enter whatever they chose. This is commonly used by merchants who do not want a list of their advertising sources publicly displayed for competitive reasons. |
| Allow customers to select a source from a list | If this option is selected, customers will be able to choose from a list of pre-configured advertising sources. |
| Allow customer to select from a list then enter a free form answer | If this option is selected, customers will be able to choose from a list of pre-configured advertising sources. If the customer selects the "Other" option, they are presented with an empty text field in which they may enter whatever text they desire. |
Mechanism Options
There are additional configuration options that can be enabled
| Optional for the customer during checkout | If this is selected, then the customer will be able to proceed through the checkout process without specifying an advertising source. |
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| Show for repeat customers with profiles | By default, if you are using customer profiles, UltraCart will not ask a repeat customer for their advertising source. If you want to collect this information from existing customers with each order, activate this option. |
| Omit other option | If this option is selected, customers will no longer have the option of choosing "Other" as their advertising source. |
Selectable Sources
If you have chosen either Allow customers to enter their source in a field or Allow customer to select from a list then enter a free form answer as your preferred tracking mechanism, then you will need to specify the allowed values below. You will also be able to specify aliases for each source. These are useful if a customer entered "google.com", and the source name was "Google". Advertising sources are specified on a per-screen-branding-theme basis.
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After you've received some orders, you will probably want to run a report to see how your customers are hearing about your store. To run an Advertising Source Report, navigate to the appropriate reporting screen.
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