CRM Lead Tracking

Description

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/

Screenshots

  • How it looks like
  • Setting up the correct shortcodes

Installation

1. From WordPress

  • Visit ‘Plugins > Add New’
  • Search for ‘CRM Lead Tracking’ OR upload the .zip archive
  • Click Install and then Activate
  • Go to Setup section below.

2. Manually

  • Upload the .zip archive to /wp-content/plugins/ folder and unzip it OR upload already unzipped folder with all the files (if your hosting doesn\’t allow to unzip archives in the file manager)
  • Activate the CRM Lead Tracking plugin through the ‘Plugins’ menu in WordPress
  • Go to Setup section below.

Setup

  • Go to the Contact > Contact forms
  • Click on Edit on the form you want to be tracking leads from
  • Add the shortcode on the very top (before all the labels)
    [lead_overview]
  • Change your text fields shortcodes from the default your- prefix
    [text* your-name]
    to first- prefix
    [text* first-name]

So in the end it should look like this:

[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/

FAQ

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.

Contributors & Developers

“CRM Lead Tracking” is open source software. The following people have contributed to this plugin.

Translate “CRM Lead Tracking” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.