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Tracking lead sources in new Marketing Module for D365

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Posted on by Community Member

Hi all

Our business is currently implementing D365 with the marketing new marketing module.

There seems to be some confusion about how different lead sources get automatically identified within the CRM.

All web forms will be D365 forms using a plug-in for our Wordpress CMS.

We're being told that D365 will not recognise any UTM codes (standard campaign tracking method) and we have to create a series of specific URL redirects or create brand new landing pages to accept traffic - you can imagine how much work that is for multi-channel campaigns. For instance, visitors to our website from PPC who complete one of our D365 forms can surely be identified as a lead source/campaign = PPC somehow??

We want to do it digitally rather than completing a drop-down list... This seems a pretty basic requirement for any marketing platform in today's highly digital world and yet it seems that D365 marketing module won't support it. Unless there is a different method of campaign source tracking within the system itself (UTM equivalent??).

Can anyone help.?

Thanks in advance

Andie

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Marketing Pages Forms and Surveys

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megcda 2,192 on at

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Hi Andie,

I believe that the only supported method is described here docs.microsoft.com/.../track-online-behavior but I am checking internally to have someone else answer if there is another way to accomplish this task.

Thanks,

Megan

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Community Member on at

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Thanks Megan - I'll take a look.

Did you get any response internally?

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Katalina N. 4,875 on at

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Hi Andie,

I am not sure I understand completely your scenario.

Are you using our D365 forms embedded in the Event Portal page or you are hosting them in your web site? In general, the lead matching is based on the Matching strategy you are using. Would you be able to surface the campaign on the Marketing forma nd include it in the matching strategy itself?

Regards

Catalina

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Christian Abeln on at

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Hello Andie,

Dynamics 365 for Marketing supports a set of lead sources that will be attributed to the lead upon creation - for example when a prospect submits a form / landing page.

The source can be the customer journey, email marketing message, marketing page, marketing form. If the lead has been created through LinkedIn forms, then it will also carry the form, lead source and campaign from LinkedIn.

You have been mentioning your WordPress CMS and external forms with a plugin for it. I'd like to point out that at the moment (Spring 2018 release) external forms ("form capture") is not supported by Dynamics 365 for Marketing - we have that on the roadmap for a future release though. Until then you would create just the 'marketing form' (not a 'marketing page') in Dynamics 365 for Marketing and host this in your CMS (documentation here).

Let me come back to your question on Lead Source / UTM: With Dynamics 365 for Marketing you can use above lead sources in segmentation and lead scoring in order to reach out to your audience and rate & grade your leads. When you run marketing from customer journeys, email marketing messages those lead sources will be filled. If you embed a marketing form in your CMS, the submission and the generated lead will carry the respective source(s) automatically. With this system the most flexibility is provided to understand that source of the lead under different circumstances. The source coding then boils down to creating the set of marketing objects that you need for your source tagging purpose.

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Community Member on at

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Hi Megan

Thanks for much for the response and apologies for taking so long to come back - we've been drowned by the data migration process.

I'll certainly take a look over.

Andie

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Community Member on at

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HI Catalina

I've had a new Digital Marketing Manager join who will be able to come back with the finer details but essentially.... Looking to host them in our website - we'll take a look at the matching strategy.

Thanks

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Community Member on at

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Hi Christian

Apologies for the delay in coming back - data migration has been a beast and completely eclipsed the marketing aspects but we're almost there so hoping to get the marketing set-up completed over the coming weeks. I'll be sharing your comments with my new Digital Marketing Manager who'll come back to you with anything further. On the question of lead source/UTM, that makes sense and actually something we're starting to understand as we build our first customer journey.

Thanks for the advice, most useful.

Regards

Andie

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dillonbailey 10 on at

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Hi Christian,

I can see this is now close to three years old, but hoping you are still active and able to help guide us on a similar issue. Going back to Andie's original issue, for our team this generally boils down to an issue of needing to track the "original source" of a lead based on a 30-day attribution window more similar to Google Analytics.

We are currently not able to use embedded D365 marketing forms and must use external forms as they contain complex logic and API lookups before users submit their data.

We currently do not have the website tracking script running on the site.

Based on the your message, this list (customer journey, email marketing message, marketing page, marketing form) appears to pertain more to the location of the conversion, not the actual marketing source (e.g. organic search, ppc, facebook)

So I have three questions:

Is there any control in D365 to manage attribution windows of time, first-click last-click, or any other relevant models?

How does D365 attribute a marketing source when using embedded forms?

What is the best way to bring "marketing source" data in a way more true to digital marketing into D365 when visitors convert on a 3rd party form in order to establish basic digital channel attribution?

Thanks in advance!

DB

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Gemma2020 61 on at

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Hi

We're also looking at this. We need a way to identify the lead referring source e.g. google ads, LinkedIn ads, social, direct, organic, referring website. How do we set this up using Dynamics 365 Marketing? Can we track this lead referring source for new leads coming into the system?

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NadjaK 25 on at

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Hi,

I am currently looking into this as well. We are running a lot of multi-channels campaign and are struggling to attribute the original lead source to a specific channel. This is crucial to understand how different channels perform. Is there any solution to this?

Thanks!

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