Tracking Lead Sources in Infusionsoft

*** Updated Infusionsoft Lead Source Tracking Training Can Be Found Here.

The Most Important Profit-Generating Function Of Your Business

Making a profit is the most important thing any small business needs to do. But most people don’t take the most fundamental step to ENSURING they’re generating a profit – they don’t track their lead source activity.

When you know exactly how much you’re spending on each marketing activity and how much revenue (profit) each marketing activity is generating, then you know the return on investment. Without knowing the return on investment of every marketing activity, you’re just shooting in the dark. You’re guessing. Unfortunately, that’s the way most businesses operate.

Luckily, Infusionsoft let’s you track your lead source activity in great detail. But implementing this tracking is not perfect out of the box. That’s why you’re here. Below you’ll find the steps to getting your lead source tracking set up the right way so you have FULL visibility into what’s making you money and what’s costing you money.

Here’s a quick video to watch before you get started:

Here’s a video with full instructions on how to make this work:

(FYI: The Virtual VP of Marketing Membership is no longer avaialble)

If you’re interested in checking out iTracker360, click here. For the original, and free solution to this problem. Keep reading. The tools/script mentioned in the video are below.

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 about 4 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.

In the Summer 2012 Release, Infusionsoft updated the capability of the Campaign Builder webforms to be able to accept dynamic lead sources. The Lead Source ROI report was also enhanced and now provides more complete and understandable data.

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:

  1. Make sure Google Analytics is installed on your site.
  2. (This step is not required) Next, go set up a custom field in your Infusionsoft contact record. Here is a help article that shows you how to do it. You’re going to set up one fields for Term (To capture keywords people use to search for you.) You don’t need to set a custom field up for Lead Source because it’s already a field. With the new web forms (in the campaign builder) you need to add the custom fields mentioned above to the forms as hidden fields. If you don’t the values will not be passed.
  3. 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 name of the term field that you just created, and paste it into the form below. Don’t include any prefix under scores – just the fields name please.

  4. Once you paste your field name 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.

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.

URL: (the page you want to send traffic to)Source: (the lead source, or source of your traffic)

Campaign: (the name of the campaign)

Medium: (the type of medium you’re using)

Content: (the content used in conjunction with the link)