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A
Anonymous
August 19, 2014
Question

How are others tracking leads sources, in between initial and latest?

  • August 19, 2014
  • 2 replies
  • 947 views
There has been discussion within our organization to look at additional lead sources in between initial and latest, how are others doing this? 

Our organization has parameters in place in which our channels match the initial lead source, for example, the channel is webinar and the initial lead source would be the webinar naming convention.  We want to measure what drove the leads behavior to register for the webinar event, Facebook, Twitter, etc., but want to continue to measure that the webinar was the reason leads filled out the form.  

Thoughts?
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
August 19, 2014
You can split your method by Offer vs. Channel or Why vs. How.

Use Last Touch/First Touch fields.

The history will have to be done by SFDC Campaigns/Programs. I've got more on how to do this coming out on my blog, but not this week.
A
Anonymous
August 19, 2014
I use two fields: lead source and lead source detail. For lead source, I put the event or big picture item/tag that they're participating in. Lead source detail is where they came from. So, for instance, lead source would be webinar, lead source detail would be facebook ad, or wherever they came from.

Although this doesn't capture all interactions, we choose to measure where they came from, then analyze ROI from that campaign in particular. However, our sales cycle is faster than most.
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