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Add a new source

Samir Rashed avatar
Written by Samir Rashed
Updated over a week ago

Add a New Source

Adding lead sources to The String platform helps you track where your customers come from and optimize your marketing efforts.

To Add a New Source

Follow this step-by-step guide:

  1. Log In to Your Account

    • Open The String platform and enter your login credentials.

  2. Navigate to the Dashboard

    • After logging in, you’ll land on your main dashboard.

  3. Access Source Management

    • In the dashboard, find the sidebar or top menu.

    • Click on "Settings" → Then select "Sources".

  1. Adding a New Source

    • Look for the "Add New Source" button (or similar).

    • Click to begin creating a new source.

  1. Enter Source Details

    • Source Name: Enter the origin (e.g., "Instagram Ads," "Walk-in Customers").

    • examples

      • Online (e.g., Social Media, Website)

      • Offline (e.g., Events, Referrals)

      • Inbound (e.g., Customer inquiries)

      • Outbound (e.g., Cold calls)

  2. Save the Source

    • Click "Save" to add it to your tracking system.

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