How to integrate Google Analytics with Agile CRM
See how easily you can integrate Google Analytics data, such as Channel and Landing Page, into Agile CRM so you can learn which of your marketing channels and campaigns are effective in generating leads, customers, and revenue
Did you know that you can run Agile CRM reports that show exactly which marketing channels are driving most of your leads, customers & revenue?
You can do this by integrating data from Google Analytics into Agile CRM. By sending Landing Page and Channel data into Agile CRM, you'll be able to see which channels and marketing campaigns are not just bringing visitors to your website, but are responsible for driving leads, customers, and of course, revenue.
In this article, we'll show the 4 simple steps for integrating Google Analytics data into Agile CRM.
What is Attributer?
Attributer is essentially a short piece of code or script that you place on a website you want to monitor.
This code gets technical information on every site visit to determine exactly where visitors are coming from. It's something that web analytics programs do, but Attributer does more than just showing you site visits.
Attributer not only looks at the technical data but also puts it into categories according to channels, such as Paid Search, Paid Social, Organic Search, and the like.
Once categorized, the data is then stored as a cookie in the visitor's browser. When a site visitor completes and submits a lead form, Attributer passes the lead details along with the stored Channel information into Agile CRM, where you can then use it in reports.
Attributer was born out of a need to find out precisely which channels were actually driving leads and customers. Of course, visitor data is easily available through web analytics tools like Google Analytics, but if you want your marketing endeavours to be more data-driven, then you need more data - and this is something Attributer gives you.
The B2B marketing consultant who created Attributer originally for working with his clients saw how useful it could be for other marketers and B2B businesses as well, which is why we have Attributer here today.
4 steps for integrating Google Analytics data into Agile CRM
Using Attributer to capture UTM parameters in Agile CRM is easy. Here's how to do it in 4 easy steps:
1. Add hidden fields to your forms
To get started, you need to add some Hidden Fields to your lead capture forms. These hidden fields are:
- Channel
- Channel Drilldown 1
- Channel Drildown 2
- Channel Drilldown 3
- Landing Page
- Landing Page Group
Most form-building tools make it easy to add hidden fields, or if you're using a custom HTML form on your website then you can simply add input type="hidden" to the form fields.
2. Attributer automatically completes the hidden fields with Google Analytics data
Once your hidden fields are added, Attributer then gets to work completing those hidden fields with Google Analytics data.
Attributer keeps track of where site visitors come from and then when they fill out a lead form on your site and submit it, Attributer automatically populates the hidden fields with data from Google Analytics.
For example, if you were Dropbox and a visitor makes their way to your site from one of your brand campaigns in Paid Search, Attributer fills in the hidden fields in this manner:
Channel = Paid Search
Channel Drilldown 1 = Google
Channel Drildown 2 = Brand Campaign
Channel Drilldown 3 = Dropdox
Aside from the Channel information, Attributer also captures a site visitor's first landing page (i.e. www.dropbox.com/business/solutions) and the first landing page group (i.e. Business).
3. Google Analytics data is passed into Agile CRM
In the third step, Attributer passes Google Analytics data into Agile CRM. This happens when a visitor submits a lead form on your website. Attributer gets all of the Channel and Landing Page data and sends it off to your CRM together with the contact information of the visitor (now a lead).
4. Run reports to know what channels are driving leads, customers & revenue
In the final step, you have the landing page and channel data inside Agile CRM, so you can now create reports via your existing reporting tools, such as Agile CRM reports or your BI software.
With the data sent in via Attributer, you would be able to easily determine which of your channels have brought in the highest number of leads, see the number of Closed Won deals that have come from every channel, identify the conversion rate to Opportunity, and assess other performance indicators.
What data gets passed into Agile CRM
At Attributer, we believe there are essentially 2 key elements to attribution:
- Channel - How did they get to your website? Usually one of Organic Search, Paid Search, Paid Social, Referral, etc.
- Landing Page - What content on your site attracted them there? It could be your Features pages, your blog, your eBooks, etc.
As a result of this, we built Attributor so that it collects all the information you need to answer the above questions.
1. Marketing Channel Data
Attributer needs no prompting to capture which channels (Organic Search, Paid Search, Paid Social) your leads come from. It also collects further data on every channel (for instance, it also captures the Keyword, Ad Group, and Campaign for Paid Search).
2. Landing Page Data
Attributer automatically collects landing page data (page and category) as soon as a visitor reaches your site.
The landing page is the first place a visitor arrives on (I.e. dropbox.com/blog/best-file-storage-tools). Atrributer captures this as well as the page's category (in this example, Blog).
This not only allows you to see what landing pages are generating traffic and leads, but what type of content on your site. For instance, you're blog likely has hundreds of posts, all of which bring in a couple of leads per post per month. So by capturing the landing page category, you can see how the blog is performing as a whole (as well as drill down into individual blog posts).
Wrap up
If you've been looking for a smart way of getting Google Analytics data into Agile CRM, then look no further than Attributer.
It's easy to get up and running, and with Attributer, creating reports and dashboards in Agile CRM that show you just how your SEO efforts, ad campaigns, content, etc are performing is a breeze.
There's one more thing to love about it - it's completely free to try, so get started using Attributer today!
Get Started For Free
It's free to get started with Attributer, and paid plans start at just $49 per month