How to measure and record routes where customer came from

Forum|Forum|2 years ago
September 28, 2023
1 reply
1518 views

Hi members,

I'm wondering the way to record routes (google organic / google cpc / direct / email / or so) where customer came from.

If someone here knows how to set on the Marketo engage, I would glad to teach me the way.

Thanks, Keiji

Marketo

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Best answer by Katja_Keesom

Hi Keiji,

Generally I would set up a program that captures your source in the Person Source / Lead Source field (it is named a bit inconsistently in the UI but is the same thing). Information you can use to identify the correct source is:

Any utm source data you capture from form fills
Person being created from CRM
Original referrer
Original Search Engine
Original Source Type
Source Type on Person Creation activity

You define your own hierarchy of sources and stamp the field once and don't overwrite, so you keep the original source as a fixed value always. As you can see Marketo captures a lot of information, but you need to define for yourself which of these datapoints is the most important one to define what your source is.

Katja_KeesomAccepted solution

Community Manager

Hi Keiji,

Generally I would set up a program that captures your source in the Person Source / Lead Source field (it is named a bit inconsistently in the UI but is the same thing). Information you can use to identify the correct source is:

Any utm source data you capture from form fills
Person being created from CRM
Original referrer
Original Search Engine
Original Source Type
Source Type on Person Creation activity

You define your own hierarchy of sources and stamp the field once and don't overwrite, so you keep the original source as a fixed value always. As you can see Marketo captures a lot of information, but you need to define for yourself which of these datapoints is the most important one to define what your source is.

H

HashimoAuthor

New Participant

Hi Katja,

Thank you for your reply!
In addition to your answers, I would like to know how can I record Lead Source to the field I choose.

I have already recorded Lead Source such as Mail and Listing Ads by setting utm parameter, but I haven't recorded Original Search Engine which I can't set parameters.

II would like to know procedure to record above.

Katja_Keesom

Community Manager

This field is automatically populated by Marketo.

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