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How to track lead traffic / referral source and source attribution, how to hand over leads to sales based on campaign engagement
How to track lead traffic / referral source and source attribution, how to hand over leads to sales based on campaign engagement

You can track, score, and report on leads based on how they come to your website using UTM parameters and our Referrer tracking parameter.

Philip Schweizer avatar
Written by Philip Schweizer
Updated over a week ago

Through our tracking, you can track many different interactions of your leads on your website such as how they reach your website and more.

You can use this data to:

  • Provide your sales rep with an automated list / report of leads who have engaged in a campaign (UTM's) in your CRM

  • To score leads who engage with a marketing campaign

  • To segment leads, who engage with a campaign or come from a source (with tags)

  • To trigger alerts when a lead visits, coming from a specific campaign / source

There are 2 ways to track referral source and attribution:

(1) Using UTM codes to track attribution and source of traffic

You should use UTM codes consistently in links that you use in your marketing acticities, to understand the effectiveness of each marketing activity and understand how your leads come to your website; whether it's links you use in newsletters, online ads, blog posts or more - your referral source.

You can then use our automation solution to tag, segment, or trigger actions based on the UTM codes in your links. You just need to do a "Page Visit" based rule, leverage the "URL Parameter" and add the UTM parameter of your choice as a criteria.
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For example:

Not sure what UTM codes are?

(2) Use SalesWings Referrer Tracking

You can also track where leads are coming from to your website, even if you don't use UTM parameters. For example, when they come through Google, Quora, or LinkedIn.

SalesWings automatically tracks Referrer Events. Referrer is the URL of a previous item which led to this request, ie. the URL of the previous page that a visitor visited.

The Referrer parameter will appear as per the below screenshot.

You can then easily create tags and/or score to highlight this specific Referrer. You just need to do a "Page Visit" based rule, leverage the "Referrer" condition and add the parameter of your choice as a criteria.

We hope this helps - write us in the chat or to support@saleswingsapp.com if you have further questions!


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