How to track a form on a lead page?
This article is for people interested in changing weak lead reports into something more powerful
If you don’t know what's going on here, please read “the first” article about this:
If you have a lead page you may have a problem
Moving on - to get the full report, you need to follow these 4 steps:
- Track form submissions in Google Analytics
- Pull out lead status
- Create a WitCloud account and automatically combine all data
- Use appropriate reports
Please enjoy the following paragraphs describing each of these points in details.
1. Track form submissions in Google Analytics
First of all, you have to take care of your Google Analytics implementation. What do I mean
by that? You have to track form submissions. When a user submits a form, probably they
see something like this; a pop-up message:
You can send this piece of information using Google Analytics Event Tracking or the Enhanced E-Commerce module if you would like to have more data about this behaviour.
But be careful, if you track it that way, it is actually a mistake:
Why, what’s wrong with it?
Here, in the example, you don’t have any “key” to track the lead, like a Lead ID or a Mail Hash. This is a value that should be collected and sent to your CRM database and to Google Analytics, e.g.:
You can achieve this with a data layer push on the submission:
Another way you can use the Enhanced E-Commerce module to track submissions as transactions in Google Analytics is:
With this code:
The Enhanced E-Commerce module, when used properly, can give you much more information; however, for our needs, it’s not necessary - events tracking would be enough.
2. Pull out lead status
Ok, after the first step, you have your lead id’s both in Google Analytics and your CRM database. Now, it’s time to get the data out of your system, whatever you use. In other words - to export it.
How can you do that?
The easiest way is to download them manually is in a CSV file:
But the better way is to do it automatically with an API or Webhook to enable you to get the data from your system. You should analyse how you can best do it, maybe talk to your IT team or contact your CRM system support.
3. Create a WitCloud account and automatically combine all data
Now, you are ready to use WitCloud - the tool which helps you in combining your data.
Start by creating an account in WitCloud and Google Cloud with just a few clicks:
follow the instructions here: https://witbee.com/docs/start/how-to-start/
The next step is to collect your Google Analytics data (hits) into Google BigQuery, which is
the best place to store your raw data: https://witbee.com/docs/collect/google-analytics-to-bigquery/#introduction
Finally, let’s combine your status data with Google Analytics. In WitCloud, you will find a special module to do exactly that:
You can upload the data using any method you like:
I suggest you follow the instruction: https://witbee.com/docs/process/custom-data-import-google-analytics-bigquery/#introduction
4. Use appropriate reports
Now, you should have data in your Google BigQuery, ready to be visualised in Google Data Reports.
Luckily, you don’t have to make any SQL queries or anything like that. In WitCloud, you can choose from numerous Data Providers, which are the templates for reports like these:
In the end, it is all about having a better view of what’s going on in your business, and thereby making better business decisions. I hope the described process is clear for you and I have proven that it could be delivered no matter how big or small a company you are.
And last but not least, remember that delaying the start of this process may result in loss of potential profits, which is nothing more than new clients and money in your bank account.