Use automatically designated lead sources in Engage to attribute calls to the correct marketing sources, offering insights for optimizing ad spend and improving conversion rates. This may be used in situations such as:
When someone clicks on your Google Ads, they see Phone Number 1. If they come from Facebook, they see Phone Number 2, and if they click a link in your email campaign, they see Phone Number 3. This will allow you to track which channel is driving calls and conversions.
You are testing out two landing pages and want to see which landing page is more effective in generating calls. For visitors arriving at Landing Page A, the phone number shown is Phone Number 4. Visitors on Landing Page B see Phone Number 5.
You want to track the difference in conversions from organic search versus paid search. Visitors who come through organic search are shown Phone Number 6, while those from paid search see Phone Number 7, allowing you to determine the value of your paid search campaigns versus organic traffic.
Set-Up
Begin by navigating to Settings in Engage, then select the phone number for which you'd like to automatically designate a lead source. (Note: If you'd like to designate a lead source for each phone number, you'll need to repeat this process for each line.)
Toggle on Automatically Designated Lead Source, then select the lead source you'd like to associate with this phone number. The lead sources available are based on the lead sources you've set up in FieldPulse. To learn more about them, visit the Tracking Lead Sources article.
Be sure to press Save after making any changes.
Use
When saving a customer profile in Engage, the lead source will be automatically designated based on the phone line they called. Additionally, the lead source will be visible under Phone Line Lead Source in Engage Reporting.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.