Are you sending your leads on Perfex, but have no idea where they are coming from?
This simple method below shows you how to track the lead source in Perfex for each lead generated.
This approach allows you to optimize your marketing strategy by focusing on the best-performing sources and generating performance reports, including leads (and revenue) by channel, source, campaign, and more.
Let’s dive into it.
How to track the source of leads in Perfex
How does Leadsources track the source of your leads?
Leadsources is a simple tool that tracks the source of your leads. Once added to your website, it tracks up to 7 lead source data for each lead you generate.
➡️ Here is how it works.
When visitors enter your website, their browser stores information about them in a cookie:
- which site they came from
- on which landing page they landed
- which keyword they clicked, etc.
Leadsources collects this data, categorizes it, and inserts it into your form.
When your visitors fill out your form, they enter data in the visible fields of the form (name, email, etc.). Meanwhile, leadsources.io automatically inserts lead source data into the form, as hidden fields (channel, source, etc.).
When a visitor submits the form, the lead source data is sent along with their answers in Perfex. You can find the lead source alongside the lead name, email, etc. on the same Perfex entry.
How leadsources passes lead source data into Perfex
Start by signing up for free on leadsources.io. Find your tracking code and insert it on the head tag of your website - see our detailed guide.
Finally, add hidden fields to your form (to store the lead source data tracked by leadsources into your form). Leadsources is compatible with any form builder. Simply follow these instructions.
When a visitor fills out and submits a form on your website, Leadsources populates the hidden fields with lead source information:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
With a successful form submission, the lead source details from the hidden fields are transferred to Perfex. You’ll now find this information within your leads dashboard on Perfex.
This gives you powerful insights into where each lead comes from!
How to analyze the lead source data
What data is tracked in Perfex?
As we saw briefly, Leadsources allows you to simply track the source of your lead. But it also allows you to track various lead source data:
- Channel: The type of traffic. LeadSources categorizes your leads into 10 different channels: Paid Search, Organic Search, Email Marketing, Paid Social, Organic Social, Referral, Direct Traffic, Affiliates, Display Advertising, Other UTM-tagged campaigns.
- Source: The specific source or platform that sends the visitors. For example, in the case of “Organic Social,” the source could be Facebook, Instagram, etc.
- Campaign: The name of the specific marketing campaign. For example, when running several campaigns on Google Ads, you can track which exact campaign your leads came from.
- Term: The keyword targeted by a specific campaign. Example: you run a Google Ads campaign called “Search campaign corporate lawyers.” LeadSources categorizes your leads by keyword targeted: “Corporate lawyer in New York,” “Corporate lawyer in Miami,” etc.
- Content: The exact element of your ad that was clicked.
- Landing Page: The URL of the landing page where the lead landed. Examples: domain.com/services/corporate-lawyer-miami.
- Landing Page Subfolder: This isolates the subfolder of the landing page. Example: a visitor lands on the page domain.com/services/corporate-lawyer-miami. The subfolder tracked is “services.”
How to create performance reports?
Leads source reports
Understand better where your leads are coming from with the leads reports.
First, segment your leads by channel to visualize which channels generated the most leads.
Second, choose one specific channel, for example, Social Paid (in your case this could be your Facebook ads), and segment your leads into Facebook campaigns to get insights on which campaign is driving most of your leads.
Third, when you want to explore the performance of one specific campaign, you can segment the leads further with the “volume of leads by audience" report.
Sales source reports
You've identified the channel, campaign, and audience that is generating the most leads. But do these leads generate revenue? Do they contribute to the growth of your business?
By sending your leads to a CRM like Perfex, you can generate sales and revenue reports by channel, campaign, source, term, content, landing page and landing page subfolder.
As a result, you know exactly what brings sales and revenue, and can allocate your marketing budget accordingly. How powerful is that!
Imagine the following example:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
You ran ads on Google and Facebook, and with the initial “leads by channel” report, you found that social paid ads generated more leads than search paid ads.
After a few weeks, you analyze which leads transformed into paying customers, and discover that the search paid channel generated more revenue with fewer leads than the social paid channel. You conclude that you should increase your search paid budget.
