“I got a lead on 1st Jan 2018 through PPC, and couldn’t close. Then the lead came back again on July 15 through Facebook and I was able to close in 15 days. (a) I would like to change the lead source to facebook, because the original source does not matter; it did not help. (b) I would like to attribute my sale to facebook and not to PPC. I have invested money to close a lead now, and unless the sale is attributed to the correct source (my recent investment) I wouldn’t know RoI”
A specific variant of this problem is that my sales cycle is 30 days, so for me a lead source is the first activity that happens in the last 30 days; my sale should also be attributed to that.
Somebody else may say 45 days, for some it may be 15 days.
There may be other variants of this problem, but in general we haven’t done a good job of solving it. We have built multiple reports, but none of them have been useful. The key reasons being – we lock lead source and then we have no simple way to identify conversion source.
Here is a clean, simple way to solve this problem –
- Create a webhook on lead capture
- The webhook code will pull all activities in the last “N” days, and update the lead source based on the first activity identified in that period (if it is an inbound activity, use SessionTrafficSource). Not that the activity could be an outbound one too (such as phone call). I would suggest using a custom field called “Recent Lead Source” or something like that.
- Create another webhook on sales activity post
- Use a custom field for tracking Conversion Source.
- Update Conversion Source with similar logic as 1 a.
- Reports now will be very clean and simple because we just have to analyse leads.recent_lead_source and salesactivity.conversion_source.
