Lead Tracking in WordPress
If you’re running a business powered by WordPress, it’s likely you have at least one contact form on your site or you may have several.
People who contact you are likely sharing important information through your forms that will help you to understand their needs, but have you considered HOW they arrive at your contact forms in the first place?
Why You Should Care
If you could look back in time and see how a person navigates through your site before submitting a contact form, you can gain valuable insight and identify potential hurdles (and successes) in your website’s navigation and user experience.
Something we’ve been tracking closely since our redesign.
Not only that, but you can start to get a picture of that individual customer and the kinds of content and information that is important to them individually.
- Are they reading through your blog posts before contact?
- Did they visit your comapny “About” or “Team” pages to learn more about you before contacting?
- What pricing plan pages did they look at and in what order?
- Did they revisit the same page several times before their first contact?
How to Track Leads in WordPress
There are many ways to track leads and user behavior within WordPress using 3rd party services and plugins. Probably the most popular method being the creation of custom reports in Google Analytics, probably something you’re already using on your site.
But what if you’re not an Analytics expert or can’t afford the business expense of a paid lead tracking service?
The LeadIn WordPress Plugin
LeadIn is a free plugin for tracking leads and learning more about their pre-contact behavior.
…our lead tracking plugin gives you the details you need to make your next move. Because business isn’t business unless it’s personal.
How it Works
1. Once installed, the LeadIn plugin tracks each anonymous visitor to your site with a cookie.
2. Once someone fills out an existing form on your site, LeadIn identifies that person with their email.
3. You receive an email with a link to the new LeadIn contact record containing their visit history.
That’s it. There is only one thing to configure in the plugins settings and that’s the email address (or addresses) you wish the LeadIn emails to be sent to.
There is no need for integration with any WordPress or Form plugins you may have. LeadIn detects form submissions automatically and does what’s needed.
Plugin Settings and Usage Details
Once installed, you will see a new LeadIn menu item with two sub menus, Contacts and Settings.
Enter the email address (or addresses) you would like LeadIn to send notifications to.
[alert_box message=”Note: It’s likely that you’re already receiving notifications of new form submissions, so entering your own email here can end up being redundant. However, you may wish to enter additional emails for those people not currently receiving form submissions. This might be your Marketing Director, your Web Developer, or your Designer so they can be made aware of how your visitors are currently navigating your site.” type=”info”]
This area will show you details of your overall contacts list and is the first step in understanding your leads and their behavior a bit more personally.
- Total Leads
- Total Commenters
- Total Subscribers
- Original Source
- Page Views
- Last Visit
- Created Date
Individual Contact Details
Clicking any of the individual lead contacts brings you to a page with deeper details about that person and that individual form submission they’ve made.
The main information to look at here is the Recent Activity heading and the pages listed underneath.
Starting from the bottom, you can see every page that person visited before finally submitting a form on your site. As I said above, this can start to paint a more detailed and personal picture of this potential customer and what information they were seeking when landing on your site.
Part Science and Part Art
How this information is perceived is bound to be wildly different for each business owner. And what actions can be taken after knowing this information is bound to differ for each individual site and even each contact form submission.
My hope is that as this plugin and the LeadIn business model matures, there will be some more actionable suggestions presented to help businesses really dig into these results and reduce the guessing as to a visitor’s intentions in regard to the pages they’ve visited.
That said, the LeadIn plugin has been very useful so far in giving us an idea of the actual visitor paths to our contact forms v.s. the paths we’ve intended.
How Do You Track your Contact Leads and Visitor Behavior?