How to See What Web Pages a Lead Visited

When new leads come into Salesforce from the forms on your web site, do you wish you could know more about them than just the data they volunteered? Not only where they came from and how they found you, but maybe some hints about which of your products or services they are most interested in, and what parts of your web site they spent the most time on?

In this post we show how to use the Campaign Tracker, a Salesforce app available on the AppExchange, to quickly and easily show you which pages on your web site a lead visited before they submitted that contact us form.

VisitorSessionsEditSmallest

Why Track Pages Visited?

In Campaign Tracker 2.0, CloudAmp introduced a new feature called Visitor Sessions, which shows you how many times a lead visited your site, which pages they viewed, and when.

The capability was not driven by a desire to be “big brother” or collect data for data’s sake. Instead it was requested by many of our customers, who wanted to be able to better engage with their prospects, and get a bit of a head start in serving the leads who came in to Salesforce.

LeadPageLayout2withVisitorSessions

Campaign Tracker already provided the initial source, keywords, and campaign information about how a lead found a web site, but our customers wanted to answer questions such as:

  • How many times did a lead come to the site before submitting a form?
  • How many pages on the web site did the lead look at?
  • What product(s) was the lead interested in?
  • Did the lead consume a lot of content, or did they just quickly click the contact form?
  • Is this lead in the early research phase, just viewing a few high-level pages?
  • Is this lead in a later buying stage, looking at documentation and other specialized pages?
  • Is this lead unqualified (eg. only looked at jobs page)?
  • What else can we infer from the pages this lead visited on the site, before we call or email to follow up with the lead?

VisitorSessionsAppFrontier

How to Track a Lead’s Web Page Visits

Getting started recording which pages a lead visited on your web site is pretty straightforward. The Campaign Tracker has a free 15 day trial, after which it is available month to month for a low subscription cost (annual plans available for a discount). Install the Campaign Tracker from the AppExchange into Salesforce and configure a few things, then add some tracking code to the bottom of the pages of your web site, and you’ll be collecting data.

When a lead submits a form on your web site that goes into Salesforce (Salesforce web-to-lead or other form technology), along with the original source tracking data (keywords, referrer, etc.) a list of the pages, URLs, and timestamps of pages on your web site will also be submitted in the background, and inserted into the correct fields in Salesforce.

 

Using Visitor Sessions in Salesforce

Each Visitor Session record that the Campaign Tracker saves into Salesforce shows the details of a particular page that the lead visited on your web site. It shows the Page Title, Page URL, Session Number (was this the lead’s first or second visit, etc.), and a date / time stamp of when they landed on that web page. Viewing these records in the related list on the Lead page, you can get a general understanding of the following:

  • the path the lead took through your web site
  • which pages the lead visited
  • what pages the lead spent the most time on
  • what products / services the lead might be interested in
  • what concerns the lead might have (price, security, customer reviews, etc.)
  • what the lead looked at on repeat visits (if they returned more than once before submitting a form into Salesforce)

VisitorSessionsRecord

You can also retain this data as you move the lead through the sales process. When you convert a lead to an Account in Salesforce (with related Contact and Opportunity), the Visitor Sessions stay with the Contact, so you retain the record of which pages on your web site the Salesforce contact visited before they filled out your form.

In addition, you can get some aggregate data about the most popular pages on your web site, at least as far as those who become leads in Salesforce. It is a limited but potentially important metric, and one more more data point to add to what you learn from Google Analytics or other web analytics tools you may use.


Questions about getting page view data into Salesforce? Is there other data you would like to see in your Salesforce leads? Please let me know in the comments below.

Campaign Tracker 2.0 Now Live

CloudAmp is pleased to announce the release of Campaign Tracker 2.0, the Salesforce app which lets you track Google Adwords, keywords, and other source data into your Salesforce leads. Campaign Tracker has always been the simplest and best way of tracking your advertising ROI and marketing analytics in Salesforce, and now with the release of version 2.0 it is even better.

 VisitorSessionsRelatedListEdit

Visitor Sessions

New in Campaign Tracker 2.0 is the ability to see which pages on your web site a lead visited before they submitted a lead form. Called Visitor Sessions, this new feature is available right in individual leads and contacts within Salesforce for easy reference during the sales process.

See the page titles and URLs in Salesforce of the entire path that a prospect took on your web site. Session numbers even show repeat visits, so your sales and marketing teams can see at a glance what parts of your web site a lead looked at, plus when and where they returned each time they visited your site before they became a lead in Salesforce.

Now with Campaign Tracker 2.0, you can identify which products a lead might be interested in, and understand potential lead value ahead of time — all based on which pages they viewed on your web site.

 CampaignTracker2_Dashboard_SearchEnginesKeywords

Better Tracking Technology

Campaign Tracker 2.0 was completely rebuilt from the ground up to make it easier to implement and provide more reliable data collection.

Version 2.0 no longer relies on cookies or data from Google Analytics, so it provides an independent way of verifying lead sources and other information. Plus we’ve simplified the installation process to support pretty much any web site form you might have.


For a FREE 15 day trial, including email and phone support to help you get the Campaign Tracker set up and tested, please sign up on the AppExchange.

How to get a detailed Email about every new lead in Salesforce

Many online marketers and demand generation professionals want to track their leads in Salesforce, and understand the performance and ROI of their efforts in as near real-time as possible. This post is a step by step tutorial on how to receive a detailed email with all of the lead contact information and tracking details, each time a lead is created in Salesforce via the Salesforce web-to-lead forms on your website.

Your Salesforce administrator (or marketing / sales manager with the appropriate permissions) can assign new leads manually. But if you use assignment rules to automatically assign Salesforce leads to a user or queue, you can specify an email template for the notification in the matching entry. This allows you to receive an immediate, custom email with any information you want, every time a lead from your web site is created in Salesforce.

Default-Lead-Assignment-Email

Step 1: Turn off the Notify checkbox in Setup > Lead > Settings

You may have done this already, as it can be annoying if you get a high volume of inquiries and get the standard notification email (above), which provides very little information.


Salesforce-Lead-Settings-Page

Step 2: Create a Queue

If you don’t already have a Queue set up in Salesforce, I like to create one called “Inbound Web Leads” where everyone or selected people in marketing and sales can be members of the queue so they receive the notification emails.

Queues in Salesforce help teams manage leads, cases and more because records are placed in a queue, instead of being owned by a particular user. And the records remain there until they are assigned to a user or Accepted by a queue member. Any member of that queue or users above them in the role hierarchy can claim ownership of records in a queue.

Creating-Queue-in-Salesforce

You don’t technically need to create a queue, you can just assign all the leads to a single user with the same assignment rules we will use below. But a queue will give you far more flexibility now and allow you to easily scale for future growth as well.

  1. Setup > Manage Users > Queues

  2. Enter a Name for the Queue, Select the Object you want for the Queue (Lead)

  3. Leave “Queue Email” blank unless you have a single person or email list you want notified

  4. Add users as Members of the Queue

 

Step 3: Create an Email notification template

There is a standard email template called “Leads: New assignment notification (SAMPLE)” that comes with Salesforce and is usually stored in the “Unfiled Public Email Templates” folder. For CloudAmp’s Campaign Tracker application, designed to track lead sources into Salesforce, we created a custom email template and included it in our app.

  1. Setup > Email > My Templates

  2. Select the correct folder and template

  3. Customize the template, or create your own

CloudAmp-Email-Templates-FolderThis custom email template, located in the “CloudAmp Email Templates” folder, has a large number of merge fields (the field names in { } brackets) which pull in contact data and all of the Campaign Tracker data into the email notification automatically. This way you can see right away when a new lead comes in how complete their contact information and tracking data is, without having to log into Salesforce.

You can of course clone and edit, or just edit this provided email template to reduce the number of fields in the email notification, or add in other fields from your Salesforce implementation that you think are important (custom fields or otherwise). In addition, if you are not using our Campaign Tracker application (why not?), you can create your own Email template and follow the rest of the instructions in the post.

CloudAmp-Campaign-Tracker-Lead-Notification

Step 4: Create assignment rules

Assignment rules automatically assign new web-generated leads that meet certain criteria. Without any lead assignment rules, Salesforce assigns all new web-generated leads to the Default Lead Owner defined on the Lead Settings page.

When you create or edit a lead manually, you can also check a box to assign the lead automatically using your active lead assignment rule, but that is a different process that we won’t cover here.

Salesforce-Lead-Assignment-Rule

For each rule entry in an assignment rule that is evaluated, an email is automatically sent to the new owner if the rule causes the lead to be reassigned, and you specified an email template. This is where the magic happens, since you can have the assignment rule assign a lead to a queue, and all queue members will receive the email.

  1. Setup > Customize > Leads > Lead Assignment

  2. Create a New Lead Assignment Rule (and make it active)

  3. Create one or more Rule Entries in the assignment rule.

  4. Choose the Email template from step 3

  5. Run some tests with your web-to-lead forms

Salesforce-Lead-Assigment-Rule-EntryIn the screenshot above, we have just created a single rule entry with blank values, so it should capture any web-generated leads. However, in most cases where different types of leads would need to go to different people, you can create multiple Rule Entries and order them so leads fitting various different criteria get assigned differently (and can have different Email notification templates too).

Assignment Rules (combined with Auto-Response Rules) are a great way of managing different types of leads, even leads from completely different web sites in a single Salesforce org. Just use a hidden field in your web-to-lead forms to set a custom value and you can trigger both lead assignment and email auto-responses that are customized with great granularity. But that is a post for another time.

There are other ways of triggering emails when the owner of a lead changes (such as Workflow rules if you have Salesforce Enterprise Edition or above), but this is the most common configuration.

Salesforce-Lead-Notification-Email-Example

So there you have it. Just follow these steps in Salesforce, and you will be receiving complete and instant Email notifications any time a new web-generated lead is created in Salesforce (just like the one above).


Any questions or feedback, please leave them in the comments below and I will respond. Thanks!

Lead Tracking 101: Understanding Advertising ROI in Salesforce

Most marketers know they need to track their leads, in order to understand which advertising, blogs or social media are sending them the best ones – the leads most likely to convert to customers, to show a positive return on investment (ROI) from advertising, to drive long term revenue.

Aside from all the different technological approaches available, such as building your own tracking mechanism or using a Salesforce application that tracks leads from your web site into Salesforce CRM, the large amounts of data collected can be a somewhat confusing experience.

 This post explores some of the different tracking data available, and more importantly what it all means. It is focused around Google Analytics, Google Adwords, and Salesforce terminology, though many of these definitions will apply to any online advertising.

“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” — Attributed to John Wanamaker, 1838-1922

 

Google Analytics Campaign Tags

 

Google Analytics Campaign tags are parameters that you add to any URLs pointing to your web site that you have control over. You may be familiar with web addresses (URLs) that have words like utm_campaign= and utm_source= after the main part of the URL and a question mark – these are the campaign tags.

Example:

http://www.MYSITE.com/?utm_campaign=Retarget&utm_medium=Banners&utm_source=Adroll

 When a visitor clicks on one of these tagged URLs, those values are associated with the visitor in Google Analytics, as well as in many lead tracking solutions for Salesforce (such as CloudAmp’s own Campaign Tracker). By capturing the Source, Medium, and Campaigns of traffic being sent your web site like in the example URL above, you can identify the most effective ways to driving more visitors to your website.

Most importantly, by capturing that data not just in your Google Analytics reports, but into Salesforce for each individual lead, you can follow how leads progress through your marketing funnel or sales process.

  • Do leads from that Source, Medium, or Campaign convert from leads into Accounts with Opportunities?

  • What percentage of Opportunities from a particular Source are Closed Won?

  • What is the average and total dollar value of deals, compared across Source, Medium or Campaigns?

  • How many dollars are spent on advertising per dollar of revenue, broken down by Source, Keyword, etc.?

These and many other questions can be answered by tagging your URLs and tracking those visitors all the way  into Salesforce as leads. 

AdwordsGraph

There are the five parameters that make up Google Analytics Campaign tags – utm_source,utm_medium, and utm_campaign should be used in all links, and for tracking additional information utm_term and utm_content can be optionally used.

  • utm_source: Identifies the advertiser, site, publication, etc. that is sending traffic to your property, e.g. google, yelp, newsletter4, billboard. The last place visited before reaching your site.

  • utm_medium: The advertising or marketing medium, e.g.: cpc, banner, email newsletter. The method used to arrive at the source.

  • utm_campaign: The individual campaign name, slogan, promo code, etc. for a product.

  • utm_term: Identify paid search keywords. If you’re manually tagging paid keyword campaigns (and you should be), use utm_term to specify the keyword.

  • utm_content: Used to differentiate similar content, or links within the same ad. For example, if you have two different text ads, you can use utm_content and set different values for each so you can tell which version is more effective.

I recommend getting into the habit of tagging ANY and ALL URLs that you control, not just for destination URLs in your Google Adwords ads and other online advertising, but for every link in your email newsletters, links you give to a partner, sponsorships, blog posts, even social media such as Twitter and Linkedin.

 GoogleAnalyticsCampaigns

Not only will this give you better data in Google Analytics and your Salesforce lead tracking, but as a significant bonus you will cut down on the number of untracked leads — when someone forwards an email, copies and pastes a link from Twitter, or reposts a blog post without changing the URLs, you will be able to track visitors from those newly generated referral sources back to the original campaign links.

 

Other Traffic Types

 

Google Analytics categorizes your web site visitors into 5 main types:

    • Campaign: Visitors who arrived at your site via Campaign tagged URLs.

    • Referral: Visitors who arrived at your site from other sites but who were not campaign tagged.

    • Direct: Visitors who arrived at your site by typing in your web address.

    • Search: Visitors who arrived at your site by searching in a search engine. This category is further broken down into:

  • Paid: Google Adwords, Microsoft Adcenter, or other advertising on a search engine

  • Organic: The visitor clicked on a regular result (not an ad) to get to your site

GoogleAnalyticsTrafficBreakdown

Many lead tracking software applications (including CloudAmp’s own Campaign Tracker) have followed this categorization, due to the widespread use of Google Analytics and the general familiarity of these terms. Still, there are a variety of different ways of categorizing web site visitors and leads, so you may see variations on these occasionally.

Referral vs Referral vs Referrer

Any traffic that isn’t Direct to your site (typed in a browser bar) is known as referral traffic. So most traffic – Campaign, Referral, and Organic / Paid Search – is considered Referral traffic.

However, Google Analytics (and lead tracking software that uses similar definitions) defines Referral traffic as any Referral traffic that is not otherwise tracked as Campaign or Organic traffic. If Campaign tags are used, or data from an organic search at a search engine is received, the traffic will be categorized as Campaign or Organic, rather than referral. This is mainly just for clarity in dividing the sources of traffic, so that there is no overlap in the numbers.

Just in case this isn’t confusing enough, there is also a concept of the Referrer in all web browsers, and this is recorded in Google Analytics and various tracking software. The Referrer is the last page that the visitor was on prior to an event (like submitting the web-to-lead form into Salesforce). So in some cases the Referrer will be the same as the site that sent the visitor to you, but in other cases it will simply be the previous page on your web site (for any visitor who clicks around multiple pages before submitting the form).

 

(not provided)

Beginning in late 2011, Google made a significant change and started encrypting the organic search keywords of any users who were logged into a Google service while searching Google. What does this mean?

It means that instead of sending the keywords from the referral like it did previously, Google started sending a meaningless string of characters for all visitors who were logged into a service like Gmail, Google +, or Google itself while searching and then clicking on an organic result. So what did this result in?

 GoogleNotProvided

Approximately 70% of Organic visitors from Google now show “(not provided)” as the keywords from their search, so you no longer can see what really sent them to your site. This percentage will vary depending on your audience and how much they use other Google services, but it is about the average we have been seeing.

Luckily, Yahoo and Bing have not followed suit, and still send the keyword information from the Organic search visitors they send to your site. And of course, if any of your visitors run a Paid Search on Google (Google Adwords), the keywords from those visits still come through fine whether the visitor was logged in to Google services or not.

 

Untracked

Sometimes visitors come to your web site and submit lead forms and are not tracked properly. It shouldn’t happen often, but it will happen.

On the Internet, nothing is 100%, the numbers never match exactly, and not everything will be tracked completely. While we’d like to track 100% of visitors in an ideal world, really the point of tracking is to make generalized decisions about what online marketing works and what does not, and optimize spend on things like Google Adwords, where sometimes keyword cost per click (CPC) rates can seem nonsensically high, but make perfect sense from an ROI perspective given the revenue generated.

 So what causes a lead to not be tracked? Some users may be using strange old web browsers, or have their browser security levels set so high that they don’t allow cookies or javascript (two things necessary to most tracking technology, as well as required for most web sites to work properly).

For most other situations however, the reliability of cookie-based tracking is pretty good. If there are technical problems, they are more likely due to either the visitors settings or a failure of the tracking mechanisms that read the cookie, rather than the cookie placed at the time of the visitors click.



In conclusion, there is a lot of terminology around tracking and how to break down the types of visitors who come to your site (and hopefully become leads). As you start to build up data from tracked leads inside Salesforce, you will run across many of the values above. So hopefully this has been helpful — feel free to leave questions / comments below, and above all else, start tracking your leads today!

New Version of Campaign Tracker Released

CloudAmp released a new version of its Campaign Tracker for Google Adwords and Analytics last week. Version 1.6 was launched on April 4, 2013 to address several major feature requests from customers, as well as inquiries from the increasing number of companies who are looking for a replacement for the Salesforce for Google Adwords application. Salesforce for Google Adwords (SFGA) is being shut down on May 1, 2013, so customers currently using it to track Google Adwords results into Salesforce need to find an alternative tracking application.

 Google-Analytics-Campaign-Tracker-Header-b

New Organic, Referral & Direct Tracking

Now you can know the source of every lead directly in Salesforce. The new version of Campaign Tracker  tracks Google Adwords and Google Analytics Campaigns via campaign tagging, plus adds in Organic, Referrer or Direct visitors to your web site. A second dashboard and more than 10 additional reports are included in the new version, to help you make sense of trends in the new data provided. The addition of organic tracking was particularly important to many customers who were replacing Salesforce for Google Adwords with the Campaign Tracker, to provide an equivalent level of Adwords tracking in the transition.

 

TrackerDashboardDetail

Simpler Implementation

Implementation of the Campaign Tracker outside of Salesforce has also been simplified, and requires only a single line tracking code be added to the pages of your web site. There is no file to host on your site as the tracking technology is now called remotely from a high performance content delivery network (CDN). Best of all, changes to your web-to-lead forms are no longer needed.

 

Best Value

Campaign Tracker for Google Adwords and Analytics costs just $49 per month per company, with no per-user or per-lead fees. In addition to being the most affordable tracking application for Salesforce, there is a 15 day free trial, during which assistance is available from CloudAmp at no cost, if you have questions or need help setting up or testing the application.

 

GetItNow
Try it Free Today >

 

Upgrades

Current customers interested in upgrading should contact us to discuss the easiest way to update  the app in Salesforce and implement the new code on your web site. Existing cookie code and earlier versions of the app will continue working without interruption however, so we are glad to discuss each individual customer situation and help you decide whether or not you would like to upgrade.

Replacing Salesforce for Google Adwords

Salesforce for Google Adwords launched back in 2007, and for the first time made it easy to associate Adwords advertising data with individual leads inside Salesforce. I was one of the first enthusiastic users and a customer case study for Salesforce on their roadshow announcing the new application.

ServePath-Salesforce-for-Google-Adwords-Case-Study

Finally, we could permanently tie Adwords clicks to an individual lead, and track conversion all the way through from lead to account to closed opportunity. No more focus on Google Adwords CTR, CPC or other important but sometimes misleading metrics. We had arrived at the promised land: $ spent / $ revenue generated on a keyword basis. And we could now get this data even if the lead closed 6 months after the Adwords click and came in via Fax.

Some time ago Salesforce.com announced that the Salesforce for Google Adwords app could no longer be installed, and that support for existing users would be ending May 1, 2013. I don’t know all the details behind this decision, but this blog post is focused on what you can do to replace Salesforce for Google Adwords, and one alternative application that we have developed here at CloudAmp.

setup-lead-tracking

 

CloudAmp’s Campaign Tracker, launched in October 2012, is a viable alternative to Salesforce for Google Analytics. Just install the app into Salesforce, add a tracking code to the pages of your web site and insert some additional code in your web-to-lead forms, and you can start capturing data every time a new lead comes into Salesforce.

Campaign Tracker is designed to be simple, to minimize the number of things that can go wrong in the tracking process. There is no external database to sync to Salesforce, so leads go directly into your Salesforce org via web-to-lead forms, and your data never leaves your Salesforce org. We give you the tracking cookie javascript to host on your own web site, so there no third-party cookies that are often blocked.

Google-Analytics-Campaign-Tracker-Header

In addition, Campaign Tracker does not actually pull any data from Google Adwords or Google Analytics, so we don’t rely on data from those services or the availability of APIs. We simply make use of the Google Analytics Campaign URL format, and save the UTM values from the URL into a cookie that your web site sets.

When a visitor to your web site submits a Salesforce web-to-lead form, we parse the cookie and populate some hidden fields in the form with the campaign values. As a bonus, you have more complete campaign data in Google Analytics, since you should be tagging all of the inbound URLs that you can control.

 

After you have the tracking enabled on your web site, simply update your Google Adwords URLs in a format like that below, filling in your own values for the campaign etc., and you are ready to go. To make things easier, if you have a lot of ads to update, the Google Adwords editor (a desktop program for your PC or Mac) makes it easy to update many ads quickly.

http://www.YOURSITE.com?utm_source=GoogleAdwords&utm_campaign=CampaignTracker&utm_medium=PPC&utm_term={KeyWord}

The {KeyWord} at the end of the URL uses Google Adword’s keyword insertion to automatically insert the keyword into your URL, just the same way it can insert a keyword into the text of your ad. You can also use the 5th campaign parameter, utm_content, to record the Adgroups if you would like.

That’s it! So if you are looking for an easy to implement alternative to Salesforce for Google Adwords, check out CloudAmp’s Campaign Tracker — it installs directly from the AppExchange for a free trial. If you have any questions, leave a comment below, or contact us and we’ll be glad to help.

CampaignTrackerforGoogleAnalytics-Dashboard1-small

CloudAmp Update: New App, New Focus, New Sister Company

New App

CloudAmp’s first App, the Google Analytics Campaign Tracker, launched this week on the Salesforce AppExchange.
Google Analytics Campaign Tracker Dashboard
This simple app shows you where your best leads are coming from, by capturing referral URLs when your web site visitors submit a form. Plus you get a preconfigured dashboard and analytics. Check it out >

New Focus

If I haven’t tried to pitch you recently, in 2012 CloudAmp refocused around the Salesforce ecosystem.

In addition to working on several applications for the Salesforce AppExchange, I’ve been doing a fair bit of consulting, focused on helping Startups use Salesforce CRM to manage their lead funnel, sales processes, and generally make sense of high volumes of inbound inquiries.

Selected CloudAmp Customers
I’ve had a lot of fun working with customers like Iron.ioHeyoTrigger.ioZeroCater, and more. If you know of any early stage companies who could use advice on Salesforce and sales processes, I would appreciate your referrals.  More on our Customers > 

New Sister Company

Just to keep things interesting, in September of this year a friend and I established a new company called AppFrontier, and acquired the established payment processing application Chargent from its developer.
Chargent by AppFrontier
Chargent enables you to instantly charge credit cards directly from inside Salesforce, on a one-time or recurring basis, with no 3rd party integration or terminals required.

With an established customer base of small businesses and nonprofits, we are finding lots of uses for payment processing embedded right inside of opportunities in Salesforce. Visit AppFrontier.com Now >

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