Tracking your lead sources is an important part of business. It provides insight into where you should focus your efforts, lets you track your ROI, and allows you to run an affiliate program. Customizing the lead source URLs allows you to easily see where your leads are coming from, and who to give credit for it.
In practice, potential clients of your business will be directed to your lead capture form pages by a link that is attached to some text, or perhaps an image, which tries to entice them to see what you have to offer.
Now, there are two advanced options available for you to use when linking to these lead capture pages, which you can enable by appending some special text options to the link to that page.
If your lead capture form is, for example, on the web page at http://mysite.com/leadpage.html, then you could attach somewhat hidden Partner and Lead Source information to the link:
Example 1. http://mysite.com/leadpage.html?12
Example 2. http://mysite.com/leadpage.html?_3
Example 3. http://mysite.com/leadpage.html?12_3
Let’s assume the list of Lead Source values in your 1CRM system look like this:
1. Cold Call
2. Existing Customer
3. Self Generated
Example 1 above links to your lead capture page, and sets an associated Partner code to 12 for any lead that is captured.
Example 2 will link to that page and will set the lead source value to option 3 (Self Generated).
Example 3 combines both usages, and sets Partner code to 12, and a Lead Source of Self Generated.
Now you can provide your partners with unique URLs, which include their Partner codes to use as links to your lead capture pages.
Any Leads, Opportunities, Accounts, and Invoices that result will be automatically linked to that Partner, who will presumably be credited with some affiliate commission, or some similar arrangement. Similarly, that partner can set an overriding Lead Source value with their URL.
If you don’t already have one, now you can start your affiliate program today! Enjoy.