As of the Infusionsoft Summer 2012 Release, this post has been updated and can be found here.
Disclaimer: This is not an official Infusionsoft application. The code is not endorsed by Infusionsoft. This is simply one of the ways I contribute to the Infusionsoft community. I’ve had the benefit of amazing lead tracking (by lead source) for many years. For Infusionsoft customers it has been a bit difficult to get those benefits because implementation hasn’t been easy. What I’m giving you below makes it MUCH easier. This is the new way of doing what I described over 3 years ago in this post about lead tracking.
Let me explain what we’re solving for here. In Infusionsoft, you can assign a lead source to every contact record. You can tie expenses and other valuable information to the lead source records. There is a report under Marketing Reports that will show you the number of leads, cost per lead, expenses, revenue generated, and ROI of all your lead sources. Many users don’t know this functionality exists, so they don’t use it. I believe it is one of the most powerful Infusionsoft features.
So, what I’ve created below is an automatic and dynamic way of enriching your Google Analytics data, and tying that data to your contact records, and being able to track your contacts by lead source. This gives you the ability to really KNOW what’s working and what’s not working in your marketing efforts.
Here’s the step-by-step process to make it happen:
- Make sure Google Analytics is installed on your site.
- Next, go set up 5 custom fields in your Infusionsoft contact record. Here is a help article that shows you how to do it. You’re going to set up 5 fields for 5 of the data points we’re going to get from Google Analytics. Here are the fields:
- Medium (This is the medium being used to drive the traffic. Google already sets “organic”, “cpc”, “referral”, etc. I’m going to show you how to make it more powerful.)
- Campaign (Self explanatory. Google Analytics already gets this data from your Google Adwords campaigns if you’re using Adwords. You can also set this dynamically.)
- Content (Basically this is the message you’re using.)
- Term (To capture keywords people use to search for you.)
- Number of Visits (To track how many visits, or sessions, people make before opting in or purchasing.)
- You don’t need to set a custom field up for Lead Source because it’s already a field
- Next, on the same page where you create your custom fields in Infusionsoft, click the link that says “View the database field names (for the API)”. It’s at the upper right of the table. Copy the names of the 5 fields that you just created, and past them into the form below. Don’t include any prefix under scores – just the fields names please.
- Once you paste your field names into the form above, and click “Give me my tracking code”, copy the code and go put it on your site right after your Google Analytics code. Make sure GA and this tracking code is installed on EVERY page of your site. This is easy to do with Content Management systems like WordPress, Joomla, Drupal, Etc.
That’s really all you have to do. But, there are a few caveats:
- This works best with Infusionsoft forms built with the Legacy, or Classic, form builder.
- The new drag and drop web form builder currently requires LeadSourceId to be passed instead of the LeadSource itself. This makes passing dynamic lead sources impossible. I’ll be working with our PM team on that one. If you’re using the drag and drop web form builder, you’ll need to create lead sources first and then pass the IDs.
- There is a conflict with prototype.js. Beware.
Now, the next step is to use links in your promotions that feed in the necessary information. For example, what if I want to do a social media campaign to drive people to my new ebook? Tweets that are clicked on in a desktop app like Tweetdeck are seen by Google Analytics as “direct” traffic to your site because there isn’t a referring URL. But, we can pass in the source – GA will pick it up and report on it and so will Infusionsoft.
So, if you want to create links to track your promotional, marketing, or social media efforts, just enter the info below and you’ll get links you can use:
i.e. If I were going to do a Twitter campaign to drive downloads of my ebook on Marketing, I might put “Twitter” as my source, “ebook” as my Campaign, “tweet” (or “social media”) as my medium, and “free ebook” as my content.
On Thursday, May 26th I’ll be doing a webinar on this topic. The recording is available here.