LeadConnector

Connect your SegMetrics account to LeadConnector and pull in all of your historical leads and deal data. You can then use that data to create comprehensive reports inside SegMetrics to optimize your marketing funnels and track the complete customer journey.

Connecting LeadConnector to SegMetrics

Follow these steps to integrate your LeadConnector account with SegMetrics:

1. Navigate to the Integrations page in your SegMetrics account
2. Click on the LeadConnector integration
3. You will be forwarded to a LeadConnector domain and login screen, even if you don't normally login to leadconnectorhq.com
4. If not already logged in, enter your LeadConnector credentials and complete any two-factor authentication if prompted
5. After successful authentication, you'll see a list of Sub-Accounts you have access to
6. Select your Sub-Account to connect (only Sub-Accounts are supported)
7. You'll be redirected back to SegMetrics to complete the setup

Configuring Integration Settings

When setting up your LeadConnector integration, you'll have the following configuration options:

Integration Name

Give your integration a descriptive name to easily identify it later.

Import Orders and Invoices

You can choose to import Orders and Invoices from LeadConnector. Note: If you're also connecting the payment providers that LeadConnector uses (e.g., Stripe) directly to SegMetrics, we recommend keeping this setting off to avoid duplicate data.

Click Continue to complete the integration. Your LeadConnector account is now connected to SegMetrics!

Understanding Available Data and Reports

Once integrated, SegMetrics imports all historical contact and deal information from your LeadConnector pipelines. Use the following SegMetrics reports to analyze your LeadConnector data:

Acquisition Report

Use for tracking new lead metrics from your LeadConnector account. This shows leads added over specific time periods and helps identify lead generation trends.

Paid Ads Report

Use to track effectiveness of your ads. Its where ad spend, cost per lead, cost per customer, and ROAS can be analyzed.

Nurture Report

Perfect for analyzing tags and list metrics. Filter by specific LeadConnector tags to see how different contact segments perform through your nurture sequences.

Engagement Report

Track funnel page and email metrics. Monitor how contacts interact with your content and email campaigns within LeadConnector.

Orders Report

Analyze revenue metrics and track sales performance. Connect LeadConnector lead data to actual purchases.

Subscriptions Report

For subscription-based products, track recurring revenue and subscription lifecycle metrics.

Deal Pipelines Report

Use LeadConnector's deal filters to segment by deal name, pipeline name, pipeline stage name, and more. This report helps track your sales process effectiveness.

Pro Tip: SegMetrics stores all synced LeadConnector data in its own database, allowing you to accumulate more historical data over time for more comprehensive reporting.

Installing Tracking Pixel on Landing Pages

If you're using LeadConnector's landing page builder, install your SegMetrics tracking pixel on ALL pages. This pixel tracks:

• Page visits and web activity
• UTM parameters
• Ads tracking data
• Customer journey touchpoints

This tracking connects your LeadConnector leads to their complete customer journey across all your marketing channels.

Frequently Asked Questions

Q: What time zone is LeadConnector data synced in? A: LeadConnector data is synced in UTC. SegMetrics reports on your data based on the timezone you set in your Account Settings.

Q: Do I need the tracking pixel to get LeadConnector account data? A: No, you don't need the tracking pixel to import contact and deal data from LeadConnector. However, the pixel is essential for tracking website visitor behavior and connecting lead sources to conversions that happen weeks or months later.

Q: How much historical data syncs when I first connect LeadConnector? A: When you connect LeadConnector, all historical data from your account is synced. This includes all contacts, deals, tags, and pipeline information.

Q: Can I connect multiple LeadConnector Sub-Accounts? A: Yes, you can connect multiple Sub-Accounts by repeating the integration process for each one. Each Sub-Account will appear as a separate data source in SegMetrics.

Q: Should I import Orders and Invoices from LeadConnector if I use Stripe? A: If you're connecting Stripe or other payment processors directly to SegMetrics, we recommend keeping the "Import Orders and Invoices" setting off to prevent duplicate transaction data.