Ever wonder how important your Lead Source field is in Account Engagement? Or want to understand how it’s populated? Take a look at our blog …
Here are highlights from article Lead Source Tracking in Account Engagement (Pardot) · Nebula Consulting
1. Definition of lead source:
– Lead source is the first tracked interaction with a lead that populates the source field.
– It is determined by the referring URL, which is the page the visitor was on before visiting a page with Account Engagement Tracking on.
2. Importance of tracking lead source:
– Helps marketers understand where leads are coming from and measure the effectiveness of lead generation campaigns.
– Provides sales teams with information on the lead’s journey and the content they have interacted with, allowing for a more targeted message during follow-up.
– Allows for monitoring, tracking, and reporting on the success of campaigns, optimizing marketing strategies, and improving ROI.
– Focuses on quality over quantity by identifying channels that bring in leads that convert.
3. How lead source works:
– Lead Source is a default Salesforce picklist field with pre-populated values.
– Mapped to the Source field in Account Engagement on the prospect record.
– Limited to displaying only one value for Lead Source, which can impact reporting.
– Salesforce allows updating of predefined values for Lead Source.
4. Location of lead source fields in Account Engagement:
– Additional Fields Section on the left-hand side of the prospect record contains default Account Engagement fields.
– Google Analytics header on the right-hand side contains fields that appear when the Google Analytics Connector is enabled.
5. Google Analytics and lead source fields:
– Google Analytics UTM parameters automatically update the lead source fields in Account Engagement.
You can read it here: https://sfdc.blog/uFsWV
Source from nebulaconsulting(dot)co(dot)uk