Review an enquiry's source and match recorded campaign context

Follow these steps

1. 01

   Open the customer's WhatsApp conversation and expand Add note about user → Customer details & acquisition history.

2. 02

   Review Acquisition history for the recorded source, time, headline/body and any supplied source reference. Use View source when available.

3. 03

   Read whether the touch is already matched or says Unmatched to an AroundU campaign.

4. 04

   Select the appropriate recorded AroundU campaign from the dropdown only when that match is supported by the actual context. Review the refreshed saved association.

5. 05

   Open the campaign results for its separate delivery, read, button-response or tracked-click evidence.

6. 06

   For a paid-booking question, inspect the supported revenue evidence chain or actual checkout/payment record. Do not promote a manually matched touch into proof of conversion.

Good to know

• Source information appears when the incoming event supplies it; ordinary organic messages may have little acquisition detail.
• A source link or click identifier is evidence of that observed touch, not a guaranteed complete customer journey.
• Manual matching helps organize the club's campaign context; it does not fabricate a click or payment.
• External checkout payment needs its own evidence. Current AI revenue attribution excludes external booking sales.

If something isn’t working

• No acquisition history? Check the relevant conversation/touch; no supplied source should remain unknown.
• Campaign not in the dropdown? Confirm the correct club and available campaign history.
• Source differs from a tagged link? Compare the actual referral/touch with link-tracking evidence; they are different recorded stages.
• Revenue is unavailable? Read the campaign's identity/session/payment coverage notes instead of treating the source match as a sale.