You generate leads on Zendesk Sell, and you want to know their origin?
This method enables you to accurately track the source of your leads within Zendesk Sell.
With this you can enhance your marketing campaigns by focusing on the sources that yield the most favorable results.
Let us examine this method in detail.
How to track the source of leads in Zendesk Sell
How does Leadsources track the source of your leads?
Leadsources is an efficient tool designed to track the origin of your leads, and once integrated into your website, it captures up to 7 lead source data points for each generated lead.
Leadsources gathers visitor information through cookies and UTM parameters whenever someone visits your website, allowing it to map out various details such as channel, source, campaign, term, content, and the landing page along with the subfolder used for the entry.
Following the submission of a form, the lead's contact information, which includes their email, name, and additional details, is transmitted to Zendesk Sell, along with the source data that has been tracked by Leadsources, such as channel, source, and other relevant metrics.
How to track the source of your leads in Zendesk Sell?
Follow these three simple steps today; it's free.
- You can join Leadsources.io by signing up for free.
- Place the Leadsources tracking code on your website - you can refer to this article for assistance.
- Add hidden fields to your form for storing lead source data, and remember that Leadsources is compatible with any form builder - check out this article for guidance on your specific builder.
… and you are all set to track the source of your leads! 🎉
After a form is submitted on your site, Leadsources fills in the hidden fields with suitable lead source information:
- Channel
- Source
- Campaign
- Term
- Content
- Landing Page
- Landing Page Subfolder
Once your form is submitted, lead source data from the hidden fields is sent to Zendesk Sell, allowing you to access it on your leads dashboard.
You now have valuable insights regarding the source of each lead!
Performance reports: Lead, sales, and revenue by source
What data is tracked in Zendesk Sell?
Leadsources inserts up to 7 data points into your form:
- Channel: The type of traffic, categorized into 10 channels such as Paid Search, Organic Search, Email Marketing, and more.
- Source: The specific platform or origin that directs visitors, such as Facebook or Instagram for "Organic Social."
- Campaign: The name of the specific marketing initiative, useful for tracking performance across various campaigns.
- Term: The targeted keyword used in campaigns, for example, "Corporate lawyer in New York."
- Content: The specific ad element that the visitor clicked on.
- Landing Page: The URL of the page where the lead first arrived.
- Landing Page Subfolder: The subfolder of the landing page URL, such as "/products/" in "https://www.example.com/products/".
Creating your first performance reports
1. Lead source reports
Gain deeper insights into your lead sources through the use of lead reports.
Start by segmenting your leads by channel to identify which channels produced the most leads.
Focus on a specific channel, like Search Paid (Google Ads), and categorize your Google Ads leads by campaign to see which campaign is generating the most leads.
To analyze the performance of a specific campaign in greater detail, you can segment the leads further using the “Volume of Leads by Keyword” report.
2. Sales and revenue source reports
While we have identified which sources are generating the most leads, it is crucial to ask: are these leads transforming into sales and revenue?
By sending your leads to a CRM like Zendesk Sell, you gain the ability to evaluate sales performance across various channels.
This allows you to enhance your marketing strategy by prioritizing the channels that generate the most revenue.
For example, let us examine the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
You conducted campaigns on both Google and Facebook, and the initial “Leads by Channel” report revealed that Social Paid ads generated more leads than Search Paid ads.
A few weeks later, your analysis indicates that the leads converting to paying customers demonstrate that the Search Paid channel produced more revenue from a smaller number of leads compared to the Social Paid channel.
