Articles in this section

Using Ad Attribution

Avatar
Alex Flinchum
  • Updated
Follow

You can make use of the information you receive when leads interact with your ads.

This can help you to run ads to lists or audiences you have already created in SharpSpring, which can then lead to deeper engagement and follow-up when leads have engaged with your ads.

This article will provide information on how to configure and use add attribution in SharpSpring.

Article Contents

Available With:
Trial    
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
AutomationAutomation
ListsLists
Lead ScoringLead Scoring
ContactsContacts Scoring
Users:
Administrators ✓  
Company Managers    
Marketing Managers    
Sales Managers    
Salespersons    
Jr. Salespersons    


Creating Ad Attribution Automation

Ad clicks can be used as triggers or filters in automation workflows. Based on how these workflows are configured, ad clicks can be used as the starting point or the main way to fire off a series of actions or action groups. This can help you to engage with your contacts by building comprehensive automation that is based on them clicking an ad.

 

 

Setting Workflow Triggers

Ads, on the whole, can be used as triggers in automation.

To use ad triggers in workflows, do the following:

  1. Click Automation > Visual Workflows in SharpSpring's left toolbar.
  2. Create or edit a visual workflow.
  3. Click + Add Trigger under Start.
  4. Click Ads in the left column.
  5. Click clicks an ad.
  6. Click OK.
  7. Add additional actions, filters, time delays, or action groups as necessary.
  

Click to enlarge.

 

Setting Workflow Filters

Just as they can be used for triggers, ads can be used as workflow filters.

To use ad filters in workflows, do the following:

  1. Click Automation > Visual Workflows in SharpSpring's left toolbar.
  2. Create or edit a visual workflow with a trigger.
  3. Click + Add > Filter under a created trigger.
  4. Click Ads in the left column.
  5. Click clicks an ad.
  6. Click OK.
  7. Add additional actions, filters, time delays, or action groups as necessary.
  

Click to enlarge.


Creating Ad Attribution Lists

You can create lists that will automatically populate with leads that click on your ads. 

To create ad lists, do the following:

  1. Click Lists in SharpSpring's left toolbar.
  2. Create or edit a rules-based list.
  3. If you are editing an existing list, click  cog.png  Options > Change List Settings. If you created a new list, skip to step 4.
  4. Click Create Rule.
  5. Select clicks an ad in the Ads section.
  6. Set the conditions modifier to either When all or When any.
  7. Add other triggers and filters to the list as desired.
  8. Click Save. 
  

Click to enlarge.
 

 
 
Note: Click  trash.png Remove to remove triggers and filters.
 

 


Modifying Ad Attribution Lead Scores

Lead scoring allows for you to organize and prioritize leads based on specific information a lead has provided, or important event activity the lead has taken a part in. This applies to how leads interact with your ads. You can modify the score applied to a lead when they click any of your ads. That score, when combined with other important factors, contributes to the lead's overall score.

To modify lead scoring for ad clicks, do the following:

  1. Click Lead Scoring in SharpSpring's left toolbar.
  2. Scroll down to the Engagement: Ads section.
  3. Modify how many points are added to the lead score in the if a lead interacts with the ad field.
  4. Click Save and Rebuild All Lead Scores.
  

Click to enlarge.


Understanding Ad Attribution in Campaigns

Perfect Audience ads have a unique UTM appended to the link on the ad. When a lead clicks the ad and lands on a tracked site, SharpSpring recognizes the UTM and makes the attribution.

This means that if a lead clicks on a Perfect Audience ad, the lead is added to the associated campaign in SharpSpring. If there is no associated campaign in SharpSpring, a copy of the Perfect Audience ad campaign will be created in SharpSpring. The copy will be given the same name, and it will automatically be given a Perfect Audience tag. From there, you can configure the created campaign as necessary.

  

Click to enlarge.

For more information on creating campaigns in Perfect Audience, refer to Perfect Audience's external documentation.


Viewing Ad Attribution in the Life of the Lead

Ad interactions will appear in a contact's Life of the Lead. Perfect Audience entries will provide information on who clicked on your ads, as well as when. This can help you to understand the lead's complete journey.

To view who interacted with your ads, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click the desired lead in the Contact Manager list.
  3. Click the Life of the Lead tab in the lead record.
  4. Locate the Perfect Audience entry.
  

Click to enlarge.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?