Setting Up Social Media Referral Campaigns

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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Article Contents

• Setting Up Campaigns
• Testing 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:

1. Click Campaigns > Campaigns in the left sidebar.
2. Create or edit a campaign.
3. Select Social Media from the Channel drop-down menu.
4. Enter the social media platform name in the Tags text field.
5. Click + Tracking Rule. 
6. Select your website from the Site drop-down menu.
7. Enter your desired rules and parameters in the Page, Parameter, or Referring URL text field.
8. Select Perpetual Campaign in the Duration section.
9. Optionally, click the Allow social posts to be associated with this campaign checkbox.
10. Click Save Changes.

Click to enlarge.

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:

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:

1. Navigate to the social media platform you want to test in your web browser.
2. Click a link to your site from the platform.
3. Navigate to a form on your site.
4. Fill out the form.
5. Log in to Lead Gen & CRM.
6. Click Contacts in the left toolbar.
7. Locate your profile.
8. Click the Memberships tab.
9. Click the Campaigns block.
10. Locate your campaign.

Click to enlarge.

Important: Campaigns are sorted by date the lead was created and only show primarily attributed leads.