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Customer Insights - Journeys forum

Tracking lead sources in new Marketing Module for D365

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Posted on by Community Member Microsoft Employee

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 lead source tracking Profile Picture
    Marketing lead sour... on at
    RE: Tracking lead sources in new Marketing Module for D365

    Hello Andie,

    This is now almost 4 years old. I am looking to implement the exact same thing in the new dynamics Marketing module. Could you please provide a more detail explanation as to how we can track lead sources from different platforms into Marketing.

    Anyone has implemented this or has any ideas/suggestions.

    Thank you.

  • Suggested answer
    dillonbailey Profile Picture
    dillonbailey 10 on at
    RE: Tracking lead sources in new Marketing Module for D365

    AdmWombat - the best solution we could find for our purposes, though this has not been tested end-to-end, was to add additional contact properties for the relevant fields (e.g. original source) and then to pass these values from the website with hidden fields to Dynamics via API.

    The best solution we could find for gathering the data on the front-end is here: https://sbjs.rocks/#/

    So theoretically, you can use SBJS on the front-end, add the data dynamically to hidden fields on your form, pass this through to DYnamics and then use this for reporting purposes. Hopefully this helps!

    DB

  • mcrthomas Profile Picture
    mcrthomas 148 on at
    RE: Tracking lead sources in new Marketing Module for D365

    dillonbailey We are in the middle of a transition and just had the "original source" question come up. Did you find an answer to your question? We are planning on using the Dynamics forms, but I have only used a trial version of the marketing platform so I can't really dig into the system.

  • Suggested answer
    Jelle_v Profile Picture
    Jelle_v 45 on at
    RE: Tracking lead sources in new Marketing Module for D365

    The way we are looking into it, is to use redirect urls. They provide the same tracking controls. The donwside I see atm is that you must create a redirect url for every combination of campaing/source/medium.

    There is also another post about capturing UTM tags in a dynamics webform: community.dynamics.com/.../how-to-guide-on-implementing-utm-tagging-in-dynamics-365-marketing

  • NadjaK Profile Picture
    NadjaK 25 on at
    RE: Tracking lead sources in new Marketing Module for D365

    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!

  • Gemma2020 Profile Picture
    Gemma2020 155 on at
    RE: Tracking lead sources in new Marketing Module for D365

    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? 

  • dillonbailey Profile Picture
    dillonbailey 10 on at
    RE: Tracking lead sources in new Marketing Module for D365

    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:

    1. Is there any control in D365 to manage attribution windows of time, first-click last-click, or any other relevant models?
    2. How does D365 attribute a marketing source when using embedded forms? 
    3. 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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Tracking lead sources in new Marketing Module for D365

    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Tracking lead sources in new Marketing Module for D365

    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Tracking lead sources in new Marketing Module for D365

    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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