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© 2 0 1 5 N I C O L A S BY KO F F
TRACK THE TR
AFFIC
SOURCES IN MARKETO
FORMS
A D V A N C E D TR A C K I N
G
© 2 0 1 5 N I C O L A S BY KO F F
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
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 BY KO F F
© 2 0 1 5 N I C O L A S BY KO F F
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 BY KO F F
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 BY KO F F
THE RESULTS FROM GOOGLE TAG MANAGER PREVIEWWe know now the source
And even if it’s a returning visitor
Note that if it’s “direct” traffic there
is no referrer
© 2 0 1 5 N I C O L A S BY KO F F
IN MARKETOWhen 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 BY KO F F
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 BY KO F F
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 !