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Customer experience | Sales, Customer Insights,...
Answered

Identifying original lead source for Marketing Campaigns

Posted on by 25

Hi,

We are running a lot of multi-channels campaign (PPC; organic and sponsored social media, email marketing, virtual events, etc). We are currently struggling to attribute the leads (registered contacts) to a specific promotion channel. This is crucial to understand how different channels perform and which of them contribute the most.

One example: We are organizing a virtual event and are promoting it via email to our existing contacts but also via organic Linkedin & Twitter posts and sponsored LinkedIn posts. The event is also linked on multiple related pages on our website . The registration form is a MS Dynamics form embedded on a specific event page. The event page is hosted on our main website and is not an MS Dynamics landing page.

What I would like to understand is, who of the registered contacts came to the registration page via email, who via an email forwarded by a colleague, who via Linkedin Sponsored or Organic, who via Twitter, who found the events while browsing on our website (and via which pages), either landing on our website directly or via organic search. Is there any solution to this?

Thanks!

PS: There previously was a discussion on a similar topic: (3) Tracking lead sources in new Marketing Module for D365 - Dynamics 365 Marketing Forum Community Forum
This is however from year 2018 and the most recent comments from 2021 did not receive any response, so I try

  • NadjaK Profile Picture
    NadjaK 25 on at
    RE: Identifying original lead source for Marketing Campaigns

    Hi,

    thanks for you answer.. This is also the only functionality I saw. However, this does not give any clue about the promotion channel. It allows me to see that a contact was created due to an organized event, but it does not allow me to see which of the channels (organic or paid social, email, paid search or organic search, etc) played the most important role in bringing people to register for this even. I saw this functionality as a default functionality in other marketing automation tools I worked with so I hoped it is in MS Dynamics as well but somewhere here... It is very unfortunate if this is not there. I wonder if there any plans to add it.

  • Verified answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Identifying original lead source for Marketing Campaigns

    Hi,

    Currently, the only OOTB way to identify the source of a certain contact is to check the following fields in Contact form.

    pastedimage1638521924047v1.png

    For example.

    If the contact is created within a customer journey, the Source journey field will be populated with the journey.

    If the contact is created when the contact register a certain event, the Originating event field will be populated with the event.

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