Our last hack was pretty good and incredibly simple, but we take this a giant step further by capturing URL parameters with hidden fields on your forms. #3: See the path to conversion users take by capturing URL parameters So now you know why they signed up in the first place and what kind of follow-up message it will take to get them further along the buying process. More importantly, you can see which form individual leads come from. So now you can see how many leads each form is generating, how many are converting and a range of other key metrics. Salesforce automatically gathers data for every campaign you create and because these are associated with specific forms, you’re getting data specific to each of them. If you need more info on how to do this, there’s a Salesforce Knowledge Article that explains the entire process. You can do this by including the Campaign ID and Campaign Member Status on your forms. Thankfully, there’s a simple hack to fix this.Īll you need to do is create a separate campaign for each form on your site. To do this, you’ll have to create your campaigns first and then “associate” each form to the relevant campaigns. This isn’t a bad start but it doesn’t tell you anything about why these leads got involved with your brand. By default, Salesforce Web-to-Lead forms only capture only capture the name and basic demographics of people who sign up. To map these journeys out on Salesforce you first need to how you first generated each lead. I’m not talking about the sales funnels you’ve created as a path to guide users along I’m talking about the path they actually take – which tells you how successful your marketing strategy is at guiding users across the sales funnels you create. Salesforce really starts to shine once you start mapping out customer journeys. #2: Create a Salesforce campaign for every form on your site This is particularly important when you have to manage multiple forms on your site. Aside from that, you get detailed analytics on how your forms are performing so you can improve results as time goes by. Luckily, Salesforce Web-to-Lead Forms play nicely with a number of third-party form builders and lead generations tools, including Leadformly – which allows you to embed conversion optimised, easily customisable and easy-on-the-eye forms on any page. #1: First, get yourself a form builderĪlthough you can create forms using Salesforce, they’re notorious for being difficult to set up and, well, let’s just say they won’t be winning any beauty awards. Worse still, they’re a chore to optimise/customise and none of these characteristics are great from a lead generation point of view. To give you an idea of how good Salesforce can be at lead generation, I’ve got five hacks & tips for using Salesforce Web-to-Lead Forms, which will get you generating more leads and converting more of them with the platform. It’s a powerful piece of software, there’s no doubt about that, and while it’s not designed to be a lead generation tool per se, it does a fine job if you implement it with the right third-party tools. Salesforce is one of the best CRM platforms you’ll find on the market, enabling you to automate all kinds of lead nurturing and customer management processes.
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