Source Tags

What Are Source Tags?

Source Tags in BodyShop Booster let you track where your leads are coming from — whether that’s your website, a DRP assignment, a referral partner, or a walk-in customer. They help you understand which channels are driving business and give you cleaner, more actionable reporting inside your CRM.

How to Create a Source Tag

To create a new Source Tag:

Go to Admin
Select Tags
Click Source Tags
Click Add Source Tag
Enter a tag name — use all lowercase letters and dashes between words (e.g., website , fleet-partner , google-ads )
Add a description to clarify its use
Choose a color to help visually organize tags
Click Add

Your new Source Tag is now available to use.

How Source Tags Are Applied

Source Tags can be applied in a few different ways:

1. Automatically Applied

Some Source Tags are applied automatically by the system. For example, when a repair is assigned to your shop through a DRP integration, BodyShop Booster will automatically tag it with drp-assignment .

2. Applied via Sharing Links

When you generate a customer-facing link — such as a link to request an estimate or submit photos — you can assign a Source Tag to that link.

To do this:

Go to Admin > Marketing > Links > Sharing Links
Select the link you want to edit
Assign the appropriate Source Tag

When a customer uses that link, the tag will be automatically applied to the repair record.

3. Manually Overridden

You can manually override or update the Source Tag on any repair record. Just open the record, click the three-dot menu (kabob), and select the correct Source Tag.

This is helpful when a repair’s source becomes clearer later in the workflow — for example, a walk-in customer who later files an insurance claim.

Why Use Source Tags?

Source Tags give you insights into your most effective lead sources. You can:

Filter your repair pipeline by source
Run reports segmented by lead origin
Optimize your marketing spend
Better understand what’s driving traffic to your shop

Final Tip

Make Source Tagging part of your standard workflow. It’s easy to set up, flexible to use, and helps you get the most out of your CRM.

If you need help building out your tag strategy, reach out — we’re happy to help.