How Do I Set Up Tracking for People Who Are Contacting Us on Our Website?

To track visitors who contact you through your website, you need to set up a conversion action manually in your tools and settings. This involves creating a conversion event specifically tailored for lead form submissions, allowing you to control the tracking process effectively.

Full Explanation

Tracking people who reach out via your website is done by creating a conversion action under the conversions section of your tools and settings. Even if you don’t already see a ‘submit lead form’ event, you can create one manually. By doing this, you control exactly how and what is tracked, rather than relying on automatic detection. This approach ensures that every time a lead form is successfully submitted, it is counted as a conversion used for goal and action optimization. You decide on the conversion value and the windows for tracking, such as the attribution and counting rules, providing detailed control over the tracking process.

Step-by-Step Breakdown

1. Navigate to your tools and settings, then select the conversions option.
2. If you do not see a submit lead form conversion action, click on ‘New conversion action’.
3. Choose ‘website’ as the type of conversion.
4. Enter your website URL and click on ‘scan’.
5. Instead of allowing the tool to create the conversion event automatically, choose to create it manually for more control.
6. Set the goal and action optimization to ‘submit lead form’.
7. Name the new conversion action, for example, ‘new website lead form’.
8. Under value, select ‘use the same value for each conversion’.
9. For counting, choose ‘one’ because you want to track each lead, not purchases.
10. Leave the tracking window settings such as 30 days default, the attribution window (one day, three days), and data-driven attribution as they are.
11. Click on ‘done’, then ‘save and continue’ to finalize the setup.

Real Examples

Imagine you receive leads daily through your website contact form. By setting up the conversion action manually as described, each submission is recorded as one distinct lead. This allows your marketing and sales teams to measure the effectiveness of campaigns encouraging visitors to fill out your contact forms precisely.

Common Mistakes

• Relying on automatic conversion creation without manual control can result in inaccurate or incomplete tracking.
• Failing to name your conversion action clearly can lead to confusion when reviewing your data.
• Misconfiguring the counting method, such as using purchase counting instead of lead submission counting, can skew your conversion data.
• Not saving the conversion action after creation means your settings won’t apply.

FAQs

What if I don’t see a submit lead form option?

It’s okay if you don’t have the submit lead form listed. You can always create a conversion action manually and set the goal to submit lead form yourself.

Can I set different values for each conversion?

In this setup, it’s recommended to use the same value for each conversion for consistency in tracking lead submissions.

What does ‘count one’ mean in this context?

Counting one means that each lead form submission is counted once instead of counting multiple events, which is important for tracking leads rather than purchases.

Key Takeaways

• Manually creating a conversion action provides better control over tracking lead form submissions.
• Set the goal specifically to submit lead form for accurate optimization.
• Use consistent values for each conversion to keep tracking simple and clear.
• Ensure you finalize and save your settings to enable proper tracking.