Loading...
Answers
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.
Related Questions
-
Need to install a pop-up to convert visitors on our blog for a B2B SaaS product
Pop-ups are generally pretty obtrusive to the user experience and may actually have a negative impact on your conversion rates. I'd recommend refining and testing your calls-to-action (including offer, copy, image, & placement) to make sure those are as optimized as possible. I'd also recommend setting up your calls-to-action as "smart content" -- in other words, show different CTAs to your subscribers, leads, and customers so you're asking each visitor to take the next step that's most appropriate for them. Happy to discuss leveraging smart content in more detail if you're interested -- it's helped us tremendously in increasing our blog conversion rates.SB
-
Recommend a WordPress plugin to drive email newsletter signups for my website (details below). Explain conversion rates & other benefits.
Why don't you do a design hack rather than change. Add in the image of the actual report they get to get people excited. Also add it to your sidebar of the site and have your right side pop up show up further down.NP
-
How to price conversion rate optimization?
I provide conversion optimisation services on a price per day on a rolling monthly basis. I did it this way, because my background is in software development consultancy and everything was estimated and billed out on a daily basis. I also provide one off services which is normally priced based on how long it would take to complete. I prefer to work with customers on a rolling monthly basis because I can have an impact on many aspects of their digital marketing and business processes. It means I'm also not tied to only creating split tests but have the freedom to advise and have a positive impact on multiple areas of a business.KM
-
What are the content marketing best practices of converting blog visits into signups?
Having a smart call to action at the end of each blog post is generally a good practice. Make it stand out, and make sure to add value to the visitor by signing up. I strongly recommend A/B testing (also called split-testing) your sign up call to action. That's the only way for you to improve the results of the signup rate. In regards to the conversion rate it's extremely difficult to predict. Depends on your value proposition, quality of content, your industry and so much more. Best advice is just to get started and be smart about the a/b testing. If you are running Wordpress I can strongly recommend OptinMonster to manage your call to actions. Unlike other solutions you won't have to pay a fortune, and it's very good. I'd also like to throw some flame to the fire on the ever ongoing discussions about popups. They receive a lot of flak, but are extremely effective. You can expect up to 200% more signups by using exit intent popups. Again - make sure to offer value to the visitor.FH
-
What does your growth team look like? I'm starting to think through our strategy and would love to hear from other fast growing startups.
1) The whole team is growth focused, but I'm the only who helps guide and lead the strategy but for the most part, we know our core metrics and we have a development process for reviewing / assessing / testing / adjusting, etc. So I guess that's me. 2) We have many tools, and all depends on the metric, funnels, etc. As a general rule of thumb we use Google Analytics for all external traffic converting to sign-up, Mixpanel as a data warehouse for all events & funnels, A LOT of custom reports and tools we've built in house required when MixPanel or Google Analytics falls short. 3) We actually use Clarity (whole team) for conducting usability testing with members & experts on specific topics. We create clickeable prototypes and use Clarity to schedule a call & www.join.me to share the prototype for feedback. We also use www.usertesting.com for odering weekly baseline videos on our mobile app. It's not a "tool" but we use the Jobs-to-be-Done framework for conducting interviews when trying to understand intent. 4) Dave Skok has written the bible in my mind when it comes to SaaS metrics http://www.forentrepreneurs.com/saas-metrics/ Hope that helps, feel free to request a call to discuss further.DM
the startups.com platform
Copyright © 2025 Startups.com. All rights reserved.