Recent Podcasts
https://www.youtube.com/watch?v=le55zFV-uf4 Just a few months ago Gina Halladay and Beth Hawkins were excited about starting an online quilting business selling kits and tutorials. But their plans got quickly derailed when they realized that Ukrainian refugees were in need and the quilting community could help. They’re leveraging Keap to collect donated quilts and ship them to Europe to support thousands of mothers and children who have left everything behind to flee to safety. This story is not only inspiring, but also instructive for any business owner trying to figure out how to do big things in the world with limited staff and budget.
The secret to getting a positive ROI (return on investment) from your advertising budget lies in tracking correctly what is making you money and what is costing you money. Sounds simple, right? Yet most of the data you’re looking at is incomplete. And incomplete data will send you in the wrong direction most of the time. Just watch list to this episode to see a perfect example of how this can be so confusing and what you can do about it. https://youtu.be/gEGspLuMJ2o How to Correctly Track Lead Sources In Keap (aka Track ROI Of Your Ads) Understand What A Lead Source Is The Lead Source is “where” a lead came from. Its not “what” the person did to become a lead. For example, if a contact downloads your free ebook, “Free Ebook” is not the Lead Source. The Lead Source is the platform and ad they came from. More like “Google – Free Ebook Ad”. Get Familiar With UTM Parameters UTM Parameters are bits of information passed in links that can send information from one site to another. For example, you might place an ad on Facebook and use a link that passes UTM parameters to your website to tell your website which ad the people came from. This is how pass lead source information from ads to the landing page. Common UTM variables (the ones we use with Keap) are: utm_source utm_campaign utm_content utm_medium These UTM parameters are added to a URL like this: https://yoursite.com/?utm_source=Facebook&utm_campaign=eBook&utm_content=Ad1&utm_medium=PaidSocial Install ROI Tracker On Your Pages & Sites Since the UTM parameters aren’t automatically picked up by Keap, we use a free tool called ROI Tracker to grab those UTM parameters and pass them into the Keap contact record. This tool is just a simple JavaScript. You can get ROI Tracker here. Capture The Lead Source Correctly ROI Tracker will help you capture Lead Sources correctly with Keap. It only works with Keap native web forms. So make sure you’re using web forms from the Campaign Builder embedded into your landing pages. Add Expenses Once you start collecting Lead Source data into your Keap account, make sure you add your advertising expenses to your lead sources. It’s easy to do, but you must do it manually. So, login to Keap and add your expenses on a regular basis. Weekly or Monthly is usually best. Review The Data Within your Keap account, navigate to the Lead Source ROI report in your Marketing Reports section. This report is where you’ll see the true ROI of your advertising campaigns.
Newest Tips
State sales tax is confusing. Every state has different rates. Sometimes the Counties and Cities apply additional sales tax. And what about digital products? Are they taxable? Are they tax exempt? Well, here’s how to deal with the complex state sales tax issue in Keap. Ask your own Keap questions here. https://youtu.be/MzgZeQ6rJmc
Organizing campaigns in Keap can be an absolute disaster. Without any defined structure, users build campaigns in completely different ways. And it becomes very difficult to know what a campaign does, what it doesn’t do, and what other campaigns it interacts with. In this episode, Tyler shares a simple structure and process to organize and manage campaigns that will reduce the insanity. https://youtu.be/6tHsYGefHfE How to Organize Campaigns In Keap Use the Complete Customer Lifecycle stages as campaign categories: Lead Generation Nurture & Follow Up Offers & Conversion Sales or Checkout Fulfillment Upsell Referrals & Reviews Reporting & Miscellaneous Also, use these campaign categories to keep track of the status of each campaign: Building Active Archived
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https://youtu.be/VWCAdo3-um4Jump to any video in this Sales Pipeline Series:Sales Pipeline IntroductionOpportunity Records vs. Contact RecordsDashboards – How To Work Your LeadsSales Reports
https://youtu.be/-999VnVr2sIJump to any video in this Sales Pipeline Series: Sales Pipeline Introduction Opportunity Records vs. Contact Records Dashboards – How To Work Your Leads Sales Reports
https://youtu.be/V74qkkbeSsU Jump to any video in this Sales Pipeline Series: Sales Pipeline Introduction Opportunity Records vs. Contact Records Dashboards – How To Work Your Leads Sales Reports