Advanced tracking

Advanced tracking shows where each lead, customer, booking and payment came from, such as Instagram, Google or a direct visit. The customer and lead views that show sources are for owners and managers.

Plan and availability#

Advanced tracking is included in the Pro and Enterprise plans. Naayya also has to switch it on for your business. You cannot switch it on yourself: Admin > Settings > Features lists only Referrals, Contracts, Payroll and Entries.

If your plan does not include it, or it is not switched on, the places below show no source and no prompt to upgrade. In Admin > Settings > Billing, the upgrade card can list it as Growth attribution. If your plan includes it and you see nothing, contact Naayya support. See Plan Features.

Naayya records sources on every plan. Advanced tracking controls only whether you see them.

Where you see sources#

• Admin > Customers: the Source column on larger screens. It shows the first source recorded for each person.
• A lead's page: the Attribution card, "Where this lead came from". It shows First touch and Latest touch when they differ, with Channel, Campaign, Source system, Ad / content, Landing, Captured and a confidence label. A source entered by staff or reported by the person shows as Staff-entered or Self-reported.
• A customer's page: the Marketing tab, under Source, "Where this customer came from". It appears when a source is recorded.
• Admin > Bookings: open a booking's Details to see Source and the campaign.
• Admin > Payments: open a payment to see Booking source, with Source, Campaign, Entry and Landing.

Advanced tracking shows a source on each record. It does not add a report that groups by source.

How a source is recorded#

Naayya reads where a visitor came from when they arrive on your Naayya pages. It keeps this in the visitor's browser tab for that visit and saves it when the visitor signs up, checks out or books a class with a membership, pass or class pack. Your website lead form and Meta lead ads record a source of their own, described below.

For a visit to your Naayya pages, such as a sign-up, checkout or booking, Naayya works out the source in this order:

1. Tracking tags on the link: utm_source, utm_medium, utm_campaign, utm_content and utm_term. Add them to links you share, such as your Instagram bio, ads or emails.
2. An ad click identifier added by Meta, Google, TikTok, Microsoft, LinkedIn, X, Reddit or Pinterest.
3. The website the visitor came from. Naayya names Instagram, Facebook, TikTok, LinkedIn, Substack and the main search engines, such as Google and Bing. Any other website shows by its domain.
4. Direct, when none of these is found.

A booking made on the web with a membership, pass or class pack keeps the source of the visit it was made in. It shows Direct only when that visit was direct.

Your website lead form works differently. Its source is the utm_source tag on the page link. Without that tag the source shows as Unknown, because the form cannot tell where the visitor came from. The form also saves the other tags, the referring website and the kind of ad click when it has them. A lead from a Meta lead ad takes its source from Meta: see Meta lead ads.

Links you copy from Admin, such as a pricing option or gift card link, also carry a marker. Entry on a payment shows the kind of page or link the visit used.

What it does not cover#

• The Naayya app does not send link tracking, so the source of a booking or purchase made there shows as Unknown.
• Bookings made with a membership, pass or class pack before Naayya saved their source, on the web or in the Naayya app, can show Direct or Unknown whatever the visit was. Where those visits came from was not recorded.

What is saved#

Naayya saves the source, channel and campaign, and the content and term tags from the link. It saves the domain of the referring website and the path of the first page. It also saves whether an ad click identifier was present and which network it came from, and the kind of page or link the visit used (Entry). Leads from Meta lead ads also keep the campaign, ad set and ad names and identifiers that Meta gives.

It does not save the full web address or the ad click identifier itself.

When a visitor signs up, signs in, books or buys, Naayya also saves a visitor identifier from its analytics, but only while the visitor has accepted analytics on the cookie banner or the cookie settings page and their browser does not send Global Privacy Control. It is a random code that the visitor's browser keeps for analytics. It is personal data, not anonymous, because it can link a visitor's earlier visits to their sign-up, booking or purchase. Naayya never saves a person's own Naayya account ID as a visitor identifier.

If the visitor has not accepted analytics, has withdrawn it, or sends Global Privacy Control, Naayya saves no identifier, and the sign-up, booking or purchase works the same. When a signed-in person withdraws analytics, Naayya deletes the identifier saved on their account. Naayya also stops using a saved identifier, and removes it from its own database, 12 months after the visitor accepted analytics. Naayya uses the identifier for its own analytics and does not show it in Admin.