Lead Sources: Overview

Lead Sources represent all the times a given lead interacted with your business (or the website) that contributed to a deal/sale, so you can identify what sources produce sales and optimize your process.

Kizen Lead Sources are not merely a picklist of values manually set on records to indicate where they came from. It is a part of a sophisticated, automated attribution engine that marries website traffic, marketing campaigns, ad impressions, and emails to give marketers better and more robust information about how contacts are interacting with various platforms and messages, and how that impacts outcomes.

Lead Source Categories

Kizen has a few primary categories of Lead Sources:

  • Web tracking: Captured using website interaction tracking script which you can utilize by adding the script to your website builder or by embedding a Kizen form.
  • Ad Networks: Captured by importing data directly from an ad network (like Google/Facebook Ads)
  • Custom: User-entered lead sources representing non-digital leads. Examples might include leads from conferences, cold-calling, or walk-in customers at a car dealership.

Types of Lead Sources

  • Direct Traffic - a website entry with no known referrer site 
  • Organic Search - a website entry where the referrer is a known search engine
  • Site Referral - a website entry from a source other than a social network or search engine (example: a blog)
  • Google Ads - a page view linked to a Google Ad campaign
  • Social - a website entry where the referrer is a known social network 
  • UTM Parameters - snippets of text added to the end of a URL to help you track a website entry when the user clicks on a specific piece of website content; should be a non-social media website 
  • Custom - created manually by a Kizen user

Add a Lead Source

Add a Lead Source - this article walks you through adding lead sources manually

Note: Lead Sources cannot be deleted and may be associated with related objects (for example, a contact and a sales pipeline deal)

Share Lead Sources

The set of lead sources for a record includes lead sources directly logged to the record as well as all lead sources logged to records that are related (by any relationship, primary/additional, or user-added relationship fields).

Example: a form is submitted by a primary contact record and then a sales deal is created. The lead source for both the contact and the sales deal will be direct traffic.

First and Last Lead Source

First lead source refers to the earliest lead source created, and the last lead source is the most recent.

If there are no lead sources for a record then both first and last source are blank. 

Whenever a relationship is created between records (or removed) the first and last lead sources on the related records are updated. 

The first lead source on a record can be logged on a related custom object, for example in the case when the first lead source for a sales deal is a form submitted by a primary contact record.

The first lead source can be dated earlier than record creation. For example, a record is created when a lead submits a Kizen form however, they have been previously referred to Kizen from a Google Ads campaign. The lead source Google Ad would show on the timeline before the contact was created. 

Lead Sources Analytics

  • Filter Contacts or Custom Object records by Lead Source
  • Lead Sources Insights: 
    • Dashlets: Leads Added by Source
    • Dashlets: Lead Sources Breakdown
    • Dashlets: Lead Sources Breakdown Over Time


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