¶ Intro
The datasource is basically a storage of records in our database. Datasources store different records.
For example:
- Generic (also, members datasource, CustomerDB) stores members (customers of our customers) records. By default, we store firstname, lastname, email, phone number, date of birth, gender, address, zip, city and can add import date and tags. We can also add custom fields or create a totally custom datasource if the customer requests it. Also, datasources created within integrations like BRP, Clock API, Bokamera, etc., are just modified generic datasources;
- Global form is just a form that has members records;
- Surveys – is a datasource that stores survey questions and survey data (responses). To create it, you need to set up a generic datasource first;
- Anonymous surveys – is a datasource that stores anonymous survey questions and survey data (responses). It does not require a generic datasources as it stores questions, survey responses and the respondents but hashed, meaning anonymized. We know the answers are unique but we do not know the responsent personal information;
- External NPS – same as anonymous but saves phone/emails to the form;
- NGD – the datasource that stores our own customers' information like name, communication email, communication phone and everything we have in the customers settings;
- Shared – the datasource that is shared from one customer to another;
- BRP, Clock, Zoezi, iBooking, Magic Line, NextLane – customised generic members datasources with pre-set integrations;
¶ How to set up a datasource
¶ 1. Log in under your employee account
¶ 2. Go to DATA section
¶ 3. Click “Add Datasource” and choose the type you require:
¶ Enter the data
Must be provided to you