Campaigns in Lead Gen & CRM allow you to measure the success of your marketing efforts.
Whether you are posting to Twitter or running a Facebook ad, you want to see how many leads you were able to generate from those social media posts.
This article will detail how to set up social media campaigns.
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Setting Up Campaigns
Social media campaigns are configured in the same manner as any other type of campaign. There are certain differences that separate a social media campaign from other campaign types, however.
To set up a social media referral campaign, do the following:
- Click Campaigns > Campaigns in the left sidebar.
- Create or edit a campaign.
- Select Social Media from the Channel drop-down menu.
- Enter the social media platform name in the Tags text field.
- Click + Tracking Rule.
- Select your website from the Site drop-down menu.
- Enter your desired rules and parameters in the Page, Parameter, or Referring URL text field.
- Select Perpetual Campaign in the Duration section.
- Optionally, click the Allow social posts to be associated with this campaign checkbox.
- Click Save Changes.
Note: Click Remove to remove tags or an entered site and its associated rules from the campaign.
Referrer Rules
The following are referring URLs for the most popular social media websites:
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https://www.facebook.com/** |
https://www.instagram.com/** |
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https://m.facebook.com/** |
https://m.instagram.com/** |
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https://l.facebook.com/** |
https://l.instagram.com/** |
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https://lm.facebook.com/** |
https://lm.instagram.com/** |
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https://mobile.instagram.com/** |
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https://web.instagram.com/** |
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https://lnkd.in/** |
https://t.co/** |
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https://www.linkedin.com/** |
https://www.twitter.com/** |
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https://m.linkedin.com/** |
https://m.twitter.com/** |
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https://l.linkedin.com/** |
https://l.twitter.com/** |
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https://lm.linkedin.com/** |
https://lm.twitter.com/** |
When using referrer URLs, be aware that the referring URLs for most social sites follow a standardized pattern dictated by the device loading the page. The m in the URLs refers to the mobile sites, while the l indicates link shimming. Link shimming means that the URL has been stripped of a user's personal information in order to protect privacy and to protect users from malicious sites.
Testing Campaigns
When you post a link on a social site that leads to your Lead Gen & CRM-tracked site, the referring URL is captured and then stored as a cookie. This information is then made available in a contact's Life of the Lead under their website visits. To see if your campaign is functioning correctly and posting to a contact's Life of the Lead, you can test it.
To test your social media campaign, do the following:
- Navigate to the social media platform you want to test in your web browser.
- Click a link to your site from the platform.
- Navigate to a form on your site.
- Fill out the form.
- Log in to Lead Gen & CRM.
- Click Contacts in the left toolbar.
- Locate your profile.
- Click the Memberships tab.
- Click the Campaigns block.
- Locate your campaign.
Click to enlarge.
Important: Campaigns are sorted by date the lead was created and only show primarily attributed leads.