When you generate leads on Creatio CRM, do you wonder where they are coming from?
Using this method, you can effectively monitor where your leads are coming from in Creatio CRM.
This allows you to boost your marketing campaigns by identifying the sources that drive the best results.
Let's review the details of this technique.
How to track the source of leads in Creatio CRM
How does Leadsources track the source of your leads?
Leadsources serves as a practical instrument for identifying where your leads come from, and it efficiently tracks up to 7 lead source data points for each lead created on your website.
Leadsources captures visitor information using cookies and UTM parameters whenever an individual accesses your website, allowing for a comprehensive mapping of details including channel, source, campaign, term, content, and the entry subfolder.
Upon the submission of a form, the lead’s contact information, such as their email, name, and other details, is sent to Creatio CRM, in conjunction with the source data collected by Leadsources, including channel, source, and further information.
How to track the source of your leads in Creatio CRM?
Start by following these 3 simple steps today - it’s free:
- Sign up for Leadsources.io today at no charge.
- Ensure that you insert the Leadsources tracking code on your website; this article provides helpful guidance.
- By adding hidden fields to your form, you can store lead source data, as Leadsources is compatible with any form builder; refer to this article for guidance tailored to your specific builder.
… and you are prepared to identify the source of your leads! 🎉
Following the submission of a form on your site, Leadsources inputs the relevant lead source information into the hidden fields:
- Channel
- Source
- Campaign
- Term
- Content
- Landing Page
- Landing Page Subfolder
When you submit your form, the lead source data from the hidden fields is forwarded to Creatio CRM, and you can find it on your leads dashboard.
Valuable information about the origin of your leads is now at your disposal!
Performance reports: Lead, sales, and revenue by source
What data is tracked in Creatio CRM?
Up to 7 relevant data points are integrated into your form through Leadsources:
- Channel: The classification of traffic into 10 channels, including Paid Search, Organic Search, Email Marketing, among others.
- Source: The specific platform responsible for directing visitors, for example, Facebook or Instagram under "Organic Social."
- Campaign: Identifies the name of a marketing initiative, essential for tracking performance across several campaigns.
- Term: The specific keyword chosen for campaigns, such as "Corporate lawyer in New York."
- Content: The specific part of the ad that the visitor clicked.
- Landing Page: The URL of the webpage where the lead initially arrived.
- Landing Page Subfolder: The specific subfolder in the URL, for example, "/products/" in "https://www.example.com/products/".
Creating your first performance reports
1. Lead source reports
Lead reports provide detailed insights to help you understand your lead sources better.
Segmenting your leads by channel first will help you assess which channels brought in the most leads.
Focus on Search Paid (Google Ads) and categorize leads by campaign to determine which campaign is delivering the greatest number of leads.
If you wish to analyze a specific campaign more closely, segmenting the leads with the “Volume of Leads by Keyword” report can be beneficial.
2. Sales and revenue source reports
While we understand which sources bring in the most leads, it raises the question: are these leads converting into sales and revenue?
When you send your leads to a CRM such as Creatio, you can effectively assess sales performance based on different channels.
As a result, you can strengthen your marketing strategy by promoting the channels that bring in the highest revenue.
For clarification, let’s review the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
You implemented campaigns on both Google and Facebook, and the initial “Leads by Channel” report highlighted that Social Paid ads outperformed Search Paid ads in acquiring leads.
Several weeks later, your assessment shows that leads converting to paying customers highlight that the Search Paid channel generated more revenue from a lesser volume of leads compared to the Social Paid channel.
