When you generate leads through Apptivo CRM, do you want to track their source?
This method allows for a precise determination of lead sources within Apptivo CRM.
This helps you strengthen your marketing campaigns by targeting the sources that achieve the best results.
We should consider this method carefully.
How to track the source of leads in Apptivo CRM
How does Leadsources track the source of your leads?
This tool, Leadsources, provides a user-friendly method for tracking lead sources, and it is capable of capturing up to 7 pieces of lead source information for every lead generated once implemented on your website.
Through the use of cookies and UTM parameters, Leadsources effectively collects visitor data during website visits, mapping out critical details such as channel, source, campaign, term, content, and the specific landing page subfolder used for entry.
Following a form submission, the lead's contact information, which consists of their email, name, and various other details, is relayed to Apptivo CRM, along with the source data tracked by Leadsources, such as channel, source, and related data.
How to track the source of your leads in Apptivo CRM?
Try these 3 easy steps today without any cost:
- Join Leadsources.io without any fees by signing up for free.
- Follow the instructions in this article to insert the Leadsources tracking code on your website.
- It’s essential to add hidden fields to your form to capture lead source data; note that Leadsources is compatible with any form builder, and you can consult this article for detailed guidance.
… and you’re now equipped to track your lead sources! 🎉
After a user submits a form on your site, Leadsources populates the hidden fields with necessary lead source details:
- Channel
- Source
- Campaign
- Term
- Content
- Landing Page
- Landing Page Subfolder
Following the submission of your form, the lead source data from the hidden fields is dispatched to Apptivo CRM, and it becomes accessible on your leads dashboard.
You are now ready with significant insights related to the source of every lead!
Performance reports: Lead, sales, and revenue by source
What data is tracked in Apptivo CRM?
Leadsources can insert a total of 7 data points into your form:
- Channel: Describes the type of traffic, segmented into 10 channels such as Paid Search, Organic Search, Email Marketing, and more.
- Source: Identifies the platform or origin sending traffic, such as Facebook or Instagram for "Organic Social."
- Campaign: The designation of a marketing campaign, useful for tracking performance over multiple projects.
- Term: The keyword focus for campaigns, for instance, "Corporate lawyer in New York."
- Content: Identifies the exact ad element the visitor engaged with by clicking.
- Landing Page: The URL for the page where the lead first landed.
- Landing Page Subfolder: Refers to the URL's subfolder, such as "/products/" in the URL "https://www.example.com/products/".
Creating your first performance reports
1. Lead source reports
Use lead reports to discover further details about your lead sources.
First, divide your leads by channel to find out which channels delivered the greatest number of leads.
Isolate Search Paid (Google Ads) as a channel and categorize leads by campaign to uncover which is contributing the most leads.
To closely examine one specific campaign's performance, utilize the “Volume of Leads by Ad” report to segment the leads further.
2. Sales and revenue source reports
Despite knowing the sources that yield the highest number of leads, we must evaluate: are these leads generating sales and revenue?
Integrating your leads with a CRM like Apptivo allows you to evaluate sales performance by various criteria, including source and landing page.
This facilitates improvements in your marketing strategy by highlighting the channels that generate the most income.
To illustrate an example, we will look at the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After executing campaigns on Google and Facebook, the first “Leads by Channel” report demonstrated that Social Paid ads yielded better results in lead generation than Search Paid ads.
Following a few weeks of analysis, you find that the leads which resulted in paying customers demonstrate that the Search Paid channel earned more revenue from fewer leads than the Social Paid channel.
