Lead tracking is a crucial aspect of any successful affiliate marketing campaign. By automating the process of tracking leads from forms, surveys, and…
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Lead tracking is a crucial aspect of any successful affiliate marketing campaign. By automating the process of tracking leads from forms, surveys, and calendars, you can efficiently manage your affiliates and ensure they are properly rewarded for their efforts. This guide will walk you through the simple steps to start tracking leads within your affiliate campaigns using forms, surveys, and calendars.
Step-by-Step Guide: Track Leads in Affiliate Campaigns
Step 1: Navigate to the Affiliate Campaign Page
To get started, go to the Affiliate Manager under the Marketing tab. From there, click on the Campaign Page to manage your campaigns.
Step 2: Click on Add
Once you’re on the Campaign Page, click the ‘Add’ button to create a new campaign for lead tracking.
Step 2: Click on Add (image 1 of 5)What this shows Once you’re on the Campaign Page, click the ‘Add’ button to create a new campaign for lead tracking.What this showsIllustrates the "Step 2: Click on Add" section of "How to track leads from an Affiliate Campaign".This screenshot appears in the "Step 2: Click on Add" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: Once you’re on the Campaign Page, click the ‘Add’ button to create a new campaign for lead tracking. Immediately after, the guide continues: Select Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly.Image 1 of 5What to clickOnce you’re on the Campaign Page, click the ‘Add’ button to create a new campaign for lead tracking.
Buttons and menus referenced‘Add’
Next stepSelect Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly.
Step 3: Choose Sources
Select Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly.
Step 3: Choose Sources (image 2 of 5)What this shows Select Forms, Surveys, or Calendars as the source for your campaign.What this showsIllustrates the "Step 3: Choose Sources" section of "How to track leads from an Affiliate Campaign".This screenshot appears in the "Step 3: Choose Sources" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: Select Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly. Immediately after, the guide continues: Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.Image 2 of 5What to chooseSelect Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly.
Buttons and menus referencedFormsSurveysCalendars
Next stepUse the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.
Step 4: Select Source Details
Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.
Step 4: Select Source Details (image 3 of 5)What this shows Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.What this showsIllustrates the "Step 4: Select Source Details" section of "How to track leads from an Affiliate Campaign".This screenshot appears in the "Step 4: Select Source Details" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track. Immediately after, the guide continues: Take a moment to review the default affiliate campaign URL generated for your campaign.Image 3 of 5What to chooseUse the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.Next stepTake a moment to review the default affiliate campaign URL generated for your campaign.
Step 5: Review Default Affiliate Campaign URL
Take a moment to review the default affiliate campaign URL generated for your campaign.
Please Note:
If no branded domain is added to the account, the affiliate campaign URL will default to the system domain. Users can add their own branded domain by navigating to Settings > Business Profile > Branded Domain. Once the branded domain is added, all affiliate campaign URLs will automatically update.
Step 6: Enable Pay Per Lead (Optional)
If you want to reward your affiliates for every lead they generate, enable the Pay Per Lead option in the Commissions tab. For more details on how to enable Pay Per Lead, learn more here.
Step 7: Optional Steps
You can further customize the campaign by adding campaign descriptions, assigning affiliates, and adjusting any additional settings as needed.
Step 7: Optional Steps (image 4 of 5)What this shows You can further customize the campaign by adding campaign descriptions, assigning affiliates, and adjusting any additional settings as needed.What this showsIllustrates the "Step 7: Optional Steps" section of "How to track leads from an Affiliate Campaign".This screenshot appears in the "Step 7: Optional Steps" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: You can further customize the campaign by adding campaign descriptions, assigning affiliates, and adjusting any additional settings as needed. Immediately after, the guide continues: Once you’ve reviewed and finalized all your settings, hit the ‘Publish’ button to make the campaign live.Image 4 of 5What this coversYou can further customize the campaign by adding campaign descriptions, assigning affiliates, and adjusting any additional settings as needed.Next stepOnce you’ve reviewed and finalized all your settings, hit the ‘Publish’ button to make the campaign live.
Step 8: Publish the Campaign
Once you’ve reviewed and finalized all your settings, hit the ‘Publish’ button to make the campaign live.
Step 9: Track Leads
After the campaign goes live, leads will be automatically tracked under each affiliate's profile page. Navigate to the Leads tab to view the leads coming from forms, surveys, or calendars. You can use the Source field to identify the origin of each lead.
Step 9: Track Leads (image 5 of 5)What this shows After the campaign goes live, leads will be automatically tracked under each affiliate's profile page.What this showsIllustrates the "Step 9: Track Leads" section of "How to track leads from an Affiliate Campaign".This screenshot appears in the "Step 9: Track Leads" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: After the campaign goes live, leads will be automatically tracked under each affiliate's profile page. Navigate to the Leads tab to view the leads coming from forms, surveys, or calendars. You can use the Source field to identify the origin of each lead. Immediately after, the guide continues: Custom Embed/Iframes Are Not Supported: Lead tracking will only work if forms, surveys, or calendars are added as components inside a funnel or webpage. Ensure these components are properly integrated into the funnel before using it as a….Image 5 of 5What this coversAfter the campaign goes live, leads will be automatically tracked under each affiliate's profile page. Navigate to the Leads tab to view the leads coming from forms, surveys, or calendars. You can use the Source field to identify the origin of each lead.
Buttons and menus referencedLeads tabSource field
Next stepCustom Embed/Iframes Are Not Supported: Lead tracking will only work if forms, surveys, or calendars are added as components inside a funnel or webpage. Ensure these components are properly integrated into the funnel before using it as a source in your affiliate campaign. Branded Domain Requirement: If you want your affiliate URLs to reflect your branded domain, you must add a branded domain in Settings > Business Profile > Branded Domain.
Important Notes for Effective Lead Tracking
Custom Embed/Iframes Are Not Supported: Lead tracking will only work if forms, surveys, or calendars are added as components inside a funnel or webpage. Ensure these components are properly integrated into the funnel before using it as a source in your affiliate campaign.
Branded Domain Requirement: If you want your affiliate URLs to reflect your branded domain, you must add a branded domain in Settings > Business Profile > Branded Domain.
Conclusion: Optimize Your Lead Tracking for Better Campaign Results
By following these steps, you’ll be able to seamlessly track leads from forms, surveys, and calendars in your affiliate campaigns. Automating this process not only saves time but also ensures that affiliates are accurately rewarded for their lead-generation efforts. With proper lead tracking in place, you’ll have more control over your affiliate campaigns, leading to better performance and results.
Make sure to implement these best practices in your next campaign and watch how automating lead tracking helps scale your affiliate efforts efficiently!
