Are you using Trello to generate leads and want to know their source?
This process helps ensure that you can trace lead sources accurately in Trello.
This allows you to enhance your marketing campaigns by focusing on the sources that deliver the best results.
Let's analyze this method.
How to track the source of leads in Trello
How does Leadsources track the source of your leads?
Leadsources is a valuable tool for tracking the source of your leads, and once added to your website, it enables the tracking of up to 7 lead source data points for every lead you acquire.
Leadsources collects essential visitor data via cookies and UTM parameters at the time of their visit to your website, allowing for the detailed mapping of elements such as channel, source, campaign, term, content, and the entry subfolder associated with the landing page.
Upon submitting a form, the lead's contact information, which includes email, name, and other relevant details, is transmitted to Trello, alongside the source data monitored by Leadsources, such as channel, source, and similar metrics.
How to track the source of your leads in Trello?
Just follow these 3 easy steps today, completely free:
- Enroll in Leadsources.io through a free sign-up process.
- Insert the Leadsources tracking code on your website by consulting this article.
- For lead source data storage, ensure you add hidden fields to your form; Leadsources is compatible with any form builder, so check this article for guidance on your specific builder.
… and now you can effectively track the origin of your leads! 🎉
Once a form is filled out and submitted on your site, Leadsources adds the appropriate lead source information to the hidden fields:
- Channel
- Source
- Campaign
- Term
- Content
- Landing Page
- Landing Page Subfolder
Once your form is submitted, lead source data collected from the hidden fields is transmitted to Trello, and you can access this information on your leads dashboard.
There is now useful information available about the origin of your leads!
Performance reports: Lead, sales, and revenue by source
What data is tracked in Trello?
Expect up to 7 specific data points to be included in your form by Leadsources:
- Channel: Traffic types are categorized into 10 channels like Paid Search, Organic Search, Email Marketing, and more.
- Source: Refers to the specific platform sending visitors, such as Facebook or Instagram for "Organic Social" traffic.
- Campaign: The title of a specific marketing campaign, helpful in tracking the performance of various campaigns.
- Term: The targeted keyword in campaigns, for example, "Corporate lawyer in New York."
- Content: Refers to the precise ad element the visitor clicked.
- Landing Page: The URL of the landing page where the lead first arrived.
- Landing Page Subfolder: The specific subfolder within the URL, like "/products/" in "https://www.example.com/products/".
Creating your first performance reports
1. Lead source reports
Get a clearer understanding of your lead sources through lead reports.
Start by grouping your leads by channel to identify which channels resulted in the most leads.
Focus on Search Paid (Google Ads) and segment your leads by campaign to see which one is bringing in the most leads.
For a more detailed analysis of a specific campaign, you can segment leads further with the “Volume of Leads by Ad” report.
2. Sales and revenue source reports
While we understand which sources are generating leads, we need to determine: are these leads resulting in sales and revenue?
By directing your leads to a CRM like Trello, you can analyze sales performance in relation to channels and sources.
This allows you to adjust your marketing strategy to focus on the channels that deliver the greatest revenue.
As an illustration, let us evaluate the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Upon running campaigns on Google and Facebook, the early “Leads by Channel” report indicated that Social Paid ads were more successful in lead generation than Search Paid ads.
A few weeks later, your findings indicate that leads converting into paying customers show that the Search Paid channel resulted in more revenue despite generating fewer leads than the Social Paid channel.
