Connect the dots between on-line marketing and your sales pipeline with the new UTM Source Report

May 23rd, 2013 by Robert Pease

We wanted to share the details  on a new report we’ve just added to LoopFuse – the “UTM Source” campaign report.  It is located at the top of the reporting menu: Reporting>DeliveredReports>Campaign Reports>UTM Source Report or just click here if you are logged into LoopFuse.

UTM codes can be passed to LoopFuse when you create custom campaign elements for tracking purposes.  These include Campaign Source, Medium, and Name.  You’ll also see them in Google Analytics as you review campaigns and traffic sources.  For more information on creating custom URLs with UTM codes, here is a post from Google on it as well as a simple tool to build them.

Tracking this information from the URLs that you include in email campaigns, on-line advertising, and promotional listings is key to knowing what’s working and what is actually contributing to your sales pipeline from your marketing efforts.

In this report, we show you the UTM source, medium, and name along with first name, last name, and email address of the prospect.

We’ve gone the next step and pulled in information from including a link to that prospect in as well as any Opportunity Name, Stage, Probability, or Amount information.  You can now directly connect on-line marketing campaigns with sales pipeline activity.  This is critical to make decisions on where to invest marketing dollars and understanding costs related to customer acquisition.

The report can be run “on demand” or scheduled for delivery via email.  You will notice that we have improved our reporting capabilities by now attaching the report to the email as an MS Excel file vs. sending you a link that requires you to click and download.  We want to save as many steps as possible to get you the information you need and the UTM Source Report is the first to showcase our new reporting infrastructure.

We are always interested in your feedback and can easily tweak the content or layout so please let us know what you think!  The video below walks you through the new report. Enjoy!

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

You can try Nearstream for social lead generation here.

To add LoopFuse to, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

Tags: , , ,

Comments are closed.