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Allison_Proehl
Allison_Proehl
Level 4
July 11, 2017
Question

Multiple Lead Sources Best Practice

  • July 11, 2017
  • 2 replies
  • 2329 views

I was curious about the communities best practices/insights on how I might handle tracking and reporting multiple lead sources.

For example: a lead comes in from Lead Source A in 2015, the lead never pans out (and never become an opportunity). Then the same lead comes back into our system in 2017 from Lead Source B. Lead Source A is still the main lead source despite it having fizzled out and coming back in fresh from Lead Source B.

Would it be good/bad to scrap the original lead source if they come in from a new lead source after say 90 days?

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    2 replies

    A
    Anonymous
    July 11, 2017

    That is exactly what we use to do, scrap original lead source if it came from a new source after 90 days. However, we recently decided to add multiple lead source fields and lead date fields (Lead Source 1, Lead Date 1, Lead Source 2, Lead Date 2) to account for multiple lead sources. When a new lead comes in the Lead Source, Lead Date, Lead Source 1 and Lead Date 1 fields are all populated. If this lead comes in again, regardless of its original lead date, the new information is displayed in the Lead Source and Lead Date field and the info that was previously there is pushed down to Lead Source 1/Lead Date 1 fields. If the same lead came in again the new info would be displayed in the Lead Source/Lead Date fields as well as Lead Source 2/Lead Date 2 fields. This way the most recent lead source info is shown at the top in the Lead Source/Lead Date fields and all sequential lead info follows below.

    Casey_Grimes2
    Casey_Grimes2
    Level 10
    July 11, 2017

    So, this depends a bit on your attribution model, but I'd strongly suggest against overwriting Lead Source. Basically, if you think of Lead Source as the first point of contact--the thing that made your record care--that needs to be documented properly. That they came back two years later doesn't overwrite their original contact.

    It's easy to fall into this trap if you're using Lead Source/first touch as the main attribution point for an opportunity but examples like this show why it's not the best idea. Ideally, what you'd do is give the action that made them come back have a higher weight (such as setting it as Primary Campaign Source) or using a more complex model that allows you to weight the lead source lower due to age.

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