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MenuCan You Setup Lead Tracking In Infusionsoft For Me?
Basically, i want every new buyer/lead that goes into my infusionsoft database to be tagged with the traffic source they originated from... as well as the individual ad that they originally clicked on. It seems Infusionsoft includes some version of this now, but it doesn't tell me what domain/affiliate/banner ad the lead came from. I'm currently using CPVlabs to track campaigns, but am not happy with it...and would like to eliminate it altogether - by setting up infusionsoft to track lead source!
Answers
Infusionsoft's built in lead tracking works well ONLY if the website passing the traffic to your optin page allows that data to be passed.
If that is not the case, the only way to do it is with separate web forms...and then in the sequence after each web form, you can apply a tag to specify which form was the source of the lead. Hope that helps :)
We prefer to use Google analytics plus Infusionsoft. Here's an article on exactly how we do it. Hope this helps! http://smartsimplesystems.com/setup-simple-quick-infusionsoftgoogle-friendly-tracking/
The most detailed way to track leads is to use the Google UTM codes and hidden fields as described in the previous answer.
Tyler is right - but you can cheat the system by using affiliate links to track. So, you would set up an affiliate link for each different traffic source, ad, banner, affiliate. Then, not only can you track the leads, you can track how well they convert.
I have used Infusionsoft for more than a year to track all of my leads, trigger behavior based campaign and handle 95% of my reporting requirements.
The best way to set-up the lead tracking you require would be to use a service called iTracker360. Once configured, iTracker360 will collect ad campaign data from Google Adwords and set the appropriate tags for each database contact. Setting up the app requires expertise with web form design, the Infusionsoft Campaign Builder, and familiarity with Google Adwords tracking.
I can provide specific details after a quick call about your infusionsoft application setup.
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