Linux 软件免费装
Banner图

CRM Lead Tracking

开发者
更新时间 2019年1月25日 17:31
PHP版本: 5.3 及以上
WordPress版本: 5.0.2
版权: GNU General Public License
版权网址: 版权信息

标签

leads contact form 7 crm reporting b2b lead tracking b2b marketing

下载

详情介绍:

In the b2b business you create leads instead of purchases on your website. A lead is a new contact who is generated by (online) marketing activities. You have to differ between TOFU (top of the funnel) and BOFU (bottom of the funnel) leads. If you have a TOFU Lead you can also talk about unqualified leads, which means you or any other team member has to contact this person in order to find out if this lead might be business for you. If yes this lead turns into a BOFU Lead and may bring you business. Of course you only want those qualified leads interesting for you and your company. The rest might be junk or leads not within your target group. Sales is an exclusion process. In order to focus your marketing activities on leads which are interesting for you and your business, you need to know from which marketing campaign or keyword (when you are using adwords) those good leads are coming from. This is where the CRM Lead Tracking plugin comes into play and is going to help you to optimize your marketing campaigns. In combination with simple utm tracking you are able to store your leads within wordpress and add the information which lead has been generated by which channel, ad, newsletter or keyword. This will help you to identify which campaign attracts which lead. Combined with a simple export functionality into a .csv file you are able to do further processing of your high quality leads. Important: This plugin works only in combination with the Contact Form 7 plugin, one of the most famous plugins on wordpress (5+ million installations), you can download here: https://wordpress.org/plugins/contact-form-7/ == Installation == 1. From Wordpress 2. Manually Setup `[lead_overview] Your Name (required) [text first-name] Last Name (required) [text last-name] Your Email (required) [email* your-email] Subject [text your-subject] Your Message [textarea your-message] [submit \"Send\"]` That's it. You are ready to track your leads. They will appear in the Lead Overview menu. (Optional)Google Analytics Campaign tracking In order to track the leads on GA campaign basis you need to set up the urm parameters: utm_source=google, facebook, newsletter, etc. utm_medium=cpc, email, banner, etc. utm_campaign=spring_sale, etc. keyword=example_keyword We recommend to use the url builder from google: https://ga-dev-tools.appspot.com/campaign-url-builder/

屏幕截图:

  • How it looks like
  • Setting up the correct shortcodes

常见问题:

I submit a form but nothing appears in the Lead Overview?

Make sure you added the top shortcode and updated the shortcode prefixes in the Contact Form 7 form settings. `[lead_overview] Your Name (required) [text first-name] Last Name (required) [text last-name] Your Email (required) [email* your-email] Subject [text your-subject] Your Message [textarea your-message] [submit \"Send\"]` *For more details see Installation > Setup section.