Contenu connexe Similaire à Track dynamically the diferent traffic sources in Marketo forms and SalesForce (20) Plus de Nicolas BYKOFF (7) Track dynamically the diferent traffic sources in Marketo forms and SalesForce1. © 2 0 1 5 N I C O L A S B Y K O F F
2. REQUIREMENTS
- You are using Sales Force
- You are using Marketo
- Both are linked
- You are using Google analytics in his Universal Version
- You don’t know how to track dynamically the lead source in Marketo
Forms
© 2 0 1 5 N I C O L A S B Y K O F F
3. WHY ?
- Marketo is able to extract a cookie value (hidden fields in forms)
- The Universal Analytics make impossible to track the utm_source
- You need those values to be in SalesForce to monitor your marketing
efforts
So ?
I have to find a way to extract this information (traffic source) and tell
marketo to extract in when a form is filled so Sales Force is able to
display it !
© 2 0 1 5 N I C O L A S B Y K O F F
4. HOW ?
- By collecting the information through a new readable cookie
- Do not use Google analytics data
- Use Google Tag manager to create a new cookie which display the
information
© 2 0 1 5 N I C O L A S B Y K O F F
5. IN GOOGLE TAG MANAGER
- Enable the referrer “variable” (if it’s not done)
- Set up a new trigger “landing pages”
- Add 2 variables using the referrer : FirstSession, ReturningSession
- Add a new tag : Traffic Sources Data firing on Landing Pages
© 2 0 1 5 N I C O L A S B Y K O F F
6. THE RESULTS FROM GOOGLE TAG MANAGER
PREVIEW
We know now the source
And even if it’s a returning visitor
© 2 0 1 5 N I C O L A S B Y K O F F
Note that if it’s “direct”
traffic there is no
referrer
7. IN MARKETO
When you are setting up a form :
- Insert an hidden field Lead Source
- Keep the “Default Value” blank
- Type “FirstSession” in Parameter name
On the form page :
© 2 0 1 5 N I C O L A S B Y K O F F
8. IN SALESFORCE
- When you receive a lead :
- You need to change the field “Lead Source”
- Fill the right information based on source= and medium=
In this example source is google and medium organic, so this lead is
coming from Google Organic results
© 2 0 1 5 N I C O L A S B Y K O F F
9. SOURCES
- HOW TO RETRIEVE TRAFFIC SOURCES DATA WITHOUT GOOGLE
ANALYTICS COOKIES
- SETTING UP A LANDING PAGE TRIGGER
YOU LIKED IT ?
THEN FOLLOW ME FOR MORE !
© 2 0 1 5 N I C O L A S B Y K O F F