LeadBoxer Success Recommendation Checklist
This is a list of Enrichments that will increase the ROI derived from LeadBoxer
In order to build rich profiles and deliver complete Customer Journeys overviews designed for making Sales Cycles transparent, we recommend tracking as many of the following data points as possible.
Logically, it makes sense to start with those that are the most trafficked, for example traffic and PPC campaigns, or newsletters.
1. Capture marketing & campaign data
LeadBoxer captures Google Analytics tracking tags (UTM tags) and adds campaign data to your leads or customers. We do this by automatically capturing the UTM_* parameters from your landing pages, and adding the UTM values to each lead profile.
In order to take full advantage of this feature, make sure that all your online ads, links in your newsletters or emails, social posts, etc., are properly tagged with these links.
More information can be found here: All about UTM tags
2. Track your Touchpoints to Identify more Leads & Customers
In order to take full advantage of our platform, we strongly recommend that you implement our identification & enrichment methods on as many touch-points as possible. Touch points are all the places where your leads or customers digitally interact with your company and provide (personal) information. More touchpoints leads to more identifications. For example: Once we identify a company, we can tell you when two or more people from the same company visit your pages. This may provide a "buy signal" for example when several people from the same entity view a product or pricing page. Time to be pro-active.
Here is a summary of most commonly used touchpoints:
Newsletter & Email tracking
Who opens your emails? And who clicks on / in the content you send out - what links and content interest your readers, specifically, who is looking at which products and services?
- To measure email opens, a pixel specific to email tracking needs to be implemented. Documentation can be found here.
- To track email clicks and combine this information with visitor website behavior, the links in your emails need to be customized with so called merge-tags. (documentation)
Contact Forms
Contact requests: any and all Contact, Quote, Demo requests via Form -
We provide 2 ways to track forms:
- Automatic form tracking for simple forms (documentation)
- Manual form tracking for complex or custom forms (documentation)
Registration / Newsletter signup
The process of tracking your newsletter sign-ups is similar to the technology used to track forms; you can make use of Automatic or Manual form tracking. Once in the system, all behavior (activity) will be captured.
White-paper downloads (also via LinkedIn or social sign-in)
Similar to contact forms, you can either method of form tracking. Additionally, we provide the technology to use a ‘download with LinkedIn’ button so that your leads identify themselves by providing LinkedIn credentials
(documentation).
Logins
If you have a section on your site where users or customers login, this is a perfect place to identify them. Tracking logins delivers numerous benefits - it let’s you see, and associate, the clients and users within your system and makes you aware of what they are doing. Very importantly it allows for audience segmentation, meaning we can exclude logins from your lead list ( documentation).
3. Tagging / Labels
Lead Tags are tags or labels you can add to your leads /users in order to group them into Categories/ Segments. In plain english: you tag leads into general categories such as (existing) Customer, or Competitor, and then filter your leads on these tags.
Documentation can be found here.
4. Custom enrichments
If you have other first-party data that you would like to combine or collect, we have an open API that can be used to accomplish this:
Documentation for Enriching profiles
Documentation for tracking custom behavioral touchpoints
5. API
We provide a public API to enable access to the data we collect.
Create your own custom reports, download raw data, or integrate into your dashboard or solution with this API.