CareCloud collects customer data from various Contact sources, including an e-commerce site, mobile apps, the web, the loyalty program microsite, the sales kiosk, the omnichannel campaign, newsletters, partner sites, and more. In CareCloud, each customer has a linked source (or multiple sources) from which their data was transferred. Customer contact source is one of the fundamental parameters of customer segmentation. There is a possibility of viewing Contact sources of the Customer account or adding a new contact source to the Customer account.
Widget Contact Sources is on the "Customer Profile" tab. There is information about when the contact source was assigned, Contact source name, and a user that assigned the Contact source to the Customer account.
Click on the "Add a new Contact source" icon.
A form will appear. Select a desired Contact source from the possible options. Insert an external ID to identify the customer from the external system matching the contact source.
Click on the "Add a new contact source" button when everything is set.
A new contact source will appear in the "Contact sources" widget and related table.
Click on the "Complete contact source list" icon on the "Contact sources" widget to view detailed information.
A table will appear. There is information about when the customer acquired the contact source, the Contact source name, a user that assigned the Contact source, External ID, and a Partner.