Tracking Referrers/Referring URLs In SegMetrics

Referring URLs are the websites that send you traffic.

By tracking the number of New Leads, Revenue and Lead Value of these websites you can identify your most valuable Sources.

Key Metrics For Referring URLs

Navigate to the Detail Report page.

Scroll down to the Table Reports and select “UTMReferrers”.

This table shows all of the key metrics for your Referring URLs values, including:

  • New Leads: The number of New Leads acquired during the given timeframe
  • New Buyers: The number of those New Leads who have have purchased something
  • Conv.%: New Buyers / New Leads
  • New Lead Revenue: The amount of all-time Revenue generated by the New Leads
  • Lead Value: Lead Revenue / New Leads
  • Sales: The number of transactions for people with those Referring URL values during the given timeframe. These sales can be from New Leads OR previously acquired Leads
  • Revenue: The amount of revenue during the given timeframe from New Leads OR previously acquired Leads
  • Buyer Value: The average revenue generated by a Buyer (Revenue / Buyers) for these Sales

Use these metrics to determine how your Referrers are generating New Leads and Revenue, as well as how valuable the New Leads are.

Creating A Segment With Referrer Values

Navigate to the Detail Report page.

Click the “Referrer” icon in the filter toolbar, or select “Referrer” in the filter dropdown.

Type in the Referrer value you want to segment or select it from the Referrer field dropdown.

You can select as many Referrer values as you want to include in your Segment. Note that the Segment will now include all Contacts who have any -- but not necessarily all -- of those Referrer values. In other words, this is an “OR rule” and not an “AND rule”.

Once you are happy with your Segment, click “Apply Filter”.

The Detail Report will now show data for only people with the Referrer values you have selected. This is helpful for performing deep-dive analyses of the websites that send you leads.

Capturing Referrer Values In SegMetrics (Site Setup)

If you didn’t set this up while integrating your account during the onboarding process, don’t sweat it. We got you covered.

Navigate to the Site Setup page.

Copy the Site Tracking Javascript Snippet.

Paste this code immediately before the closing </body> tag on all pages of your website.

You should include this code even on pages where you don't have any optin forms so that we can accurately track your lead sources.

Also be sure the code gets on all pages that are hosted on third party domains (e.g., LeadPages, ClickFunnels, etc.).

Once the code is on your site SegMetrics will capture and report on Referring URLs.

Importing Existing Referrer Data From Infusionsoft

Have you already been tracking Referring URL values in Infusionsoft using Custom Fields?

Great! We can blend that data with the Referrer values our code will catch going forward.

To blend your existing data, navigate to the Custom Field Mapping screen of the Account Settings page.

Select the dropdown next to the SegMetrics Field “referring_url”.

Locate the Custom Field in which you have been capturing Referring URL values, then click the “Set Custom Field Mapping” button to lock it in.

While you’re importing your Referrer data, go ahead and blend the data for all of the utm parameters you have been capturing (campaign, medium, source, content and term).

Or if you have been capturing Optin URL (the page on your domain on which people opted into your Infusionsoft account) you can import that data as well.

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