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For more information on Lead Liaison's lead source tagging process reference this wiki page.
First Touch Program & Campaign
Lead Liaison uses a concept of a "First Touch" to track the first marketing Program/Campaign a prospect first comes in contact with. First Touch is critical to measuring marketing ROI. Many organizations look at the "last touch campaign" which may have prompted the prospect to take action; however, First Touch Campaign helps a marketer identify which marketing efforts were instrumental in getting the prospect into the top of the sales pipeline. After the First Touch Campaign Lead Liaison continues to track Campaign touches to provide marketers with a high-level view of how their efforts influenced a prospect's purchase.
Below is a list of how First Touch Campaigns are tracked in order of priority. For example, if a prospect clicked a link in an email campaign that was sent as a stand alone email message then the First Touch Campaign will be the name of the Email Campaign (#2 below). However, if the email was part of an Automation Campaign (sent via the Send Email action) then the First Touch Campaign would be the name of the Automation Campaign (#1 below) since Automations are a higher priority than standalone emails.
A Prospect's First Touch Campaign and First Touch Program can be seen in one of the following ways:
- The Prospect Profile page
- The Prospects section
- The Memberships section
| Priority | Action | Name of First Touch Campaign |
|---|---|---|
| 1 | Clicking a link from an Email Campaign sent from an Automation Campaign | Name of Automation Campaign |
| 2 | Clicking a link from from an Email Campaign sent as a standalone Campaign | Name of Email Marketing Campaign |
| 3 | Clicking a link from an email sent with Send & Track | Subject of email message |
| 4 | Website visit from a Tracking URL | Name of Tracking URL Campaign |
| 5 | Website visit from Pay Per Click campaign | If the utm_campaign parameter exist, we use it as the campaign name, |
| 6 | Direct visit to a Landing Page | Campaign name of the Landing Page |
| 7 | Direct visit to an external (not hosted) Web Form with Lead Liaison Tracking Code | "Website Tracking" |
| 8 | Direct visit to an external (not hosted) Web Form without Lead Liaison Tracking Code | Campaign name of the Web Form once submitted |
| 9 | Website visit from a social media site | Name of the social network (i.e. "Twitter") |
| 10 | Website visit using Search Terms in a search engine | "Search Terms" |
| 11 | Website visit from a referrer other than a search engine | "Referrer" |
| 12 | Website visit from none of the above and identified using Lead Liaison Lead Tracking | "Website Tracking" |
For more information on Programs and Campaigns reference this wiki page.
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