How to save GCLID (Adwords click ID) to Salesforce

Saving GCLID (Adwords click ID) to Salesforce is an essential part of Salesforce & Adwords integration. In this article, we’ll show you step-by-step how you can do this.

Step 1 – Make sure that Adwords adds GCLID to ad URLs

All you need to do is make sure that auto-tagging is enabled for your Adwords account. In case it’s not, you can do so using these steps:

  1. Sign in to your Google Ads account.
  2. In the left page menu, click Settings.
  3. Click Account settings along the top of the page.
  4. Click the Auto-tagging section.
  5. To enable auto-tagging, check the box next to “Tag the URL that people click through from my ad.”
  6. Click Save.

Step 2 – Create GCLID fields in Salesforce

Create 4 GCLID fields in Salesforce: for Lead, Opportunity, Account and Contact objects. Feel free to skip objects you’re not using.

Make sure to create Text fields with Length=255. They should look something like this:

Create GCLID field in Salesforce

Create GCLID field in Salesforce

Step 3 – Add GCLID hidden field to your forms

Add a hidden field to your forms that looks like this:

<input type=”hidden” id=”gclid”>

Make sure to connect this field with the Salesforce GCLID field you’ve just created.

Step 4 – Add a script that will populate the GCLID hidden field

This script will find a hidden field with id “gclid” and populate it with the actual value of gclid parameter:

It’s best to put it before the closing </body> tag.

Want to learn more about Salesforce & Adwords integration?

You can read our blog post to learn about our preffered method for connecting Salesforce & Adwords.

Also, feel free to contact us if you’d like us to help set up this integration for you.

Salesforce and Facebook Ads integration

In this article, we’ll show you how to integrate Facebook Ads information into Salesforce. With this integration, you’ll be able to see:

  • which of your Leads and Opportunities came from Facebook Ads;
  • which Facebook Ads campaigns, ad sets and ad creative brought the most revenue, Opportunities and Leads.
Salesforce and Facebook ads integration

Salesforce and Facebook Ads integration

How does the Salesforce & Facebook Ads integration work

  1. People come to your website from Facebook Ads.
  2. When web visitors land on your website, they are tracked by GA Connector — a tool that enables this integration.
  3. After they submit a form on your website, their tracking information is saved to Salesforce Leads and Opportunities created upon the form submission.

Here is how Facebook Ads information will look like in your Salesforce leads:

Facebook ads tracking info in Salesforce

Facebook ads tracking info in Salesforce

You’ll also know if your leads are coming from other sources, such as Google Ads, referrals, SEO etc.

How to implement this

To implement this integration, go to our website and sign up for a free 30-day trial of GA Connector.

If you have any questions about this integration, feel free to contact us directly.

Microsoft Dynamics CRM & Google Analytics integration

With MS Dynamics CRM and Google Analytics integration, you’ll be able to:

  • Know the source of each lead and sale.
  • Calculate the revenue coming from each marketing campaign, keyword, blog post, ad creative etc.
  • Measure the ROI and sales impact of each marketing activity.

MS Dynamics CRM & Google Analytics integration

How it works

  1. You website visitor comes to your website and fills out one of your web forms.
  2. This integration code on your website identifies the source, medium and other Google Analytics information about this visitor.
  3. When the form submission appears in your MS Dynamics CRM, it already has Google Analytics information associated with it:
Google Analytics data in Microsoft Dynamics CRM

Google Analytics data in Microsoft Dynamics CRM

How to implement this

To implement this integration, go to our website and sign up for a free 30-day trial of Microsoft Dynamics CRM & Google Analytics integration.

If you have any questions about this integration, feel free to contact us directly.

Closed Loop Marketing for Salesforce

What is closed-loop marketing? And what does it have to do with Salesforce?

In this article we’ll show how you can implement closed-loop marketing and closed-loop analytics in Salesforce.

So the idea behind closed-loop marketing is that sales and marketing teams are aligned under the common goal (usually revenue and profits).

In the traditional model, sales and marketing teams are disconnected. Therefore, the marketing team has to measure their performance using KPIs like:

  • impressions
  • clicks
  • form signups

Although it looks harmless, it can lead to two serious problems:

  • focusing on channels that bring traffic but few sales;
  • and overlooking channels with less than impressive traffic stats that nonetheless bring a lot of sales.

Some traffic sources will bring you lots of unqualified leads that will only waste the time of your sales team. Others may bring fewer form submissions, but those will be the ones that actually lead to closed deals.

A better way to measure marketing performance

Thankfully, there is a better way — closed-loop marketing. And it’s achieved through closed-loop analytics.

Closed-loop analytics looks something like this:

Closed loop reporting with Salesforce data in Google Analytics

Closed loop reporting with Salesforce data in Google Analytics

This closed-loop marketing report combines both marketing stats (sessions, users) and Salesforce information (leads, opportunities, the amount from closed won deals).

This allows the marketing department to see which campaigns and activities actually result in sales, and optimize campaigns accordingly.

How to implement closed-loop marketing in Salesforce

Here is how you can close the loop between sales & marketing using our app called GA Connector:

Step 1: Import Google Analytics information into Salesforce (and use it to build reports)

GA Connector automatically tracks last-click, first-click and other information about your Salesforce leads coming from the website:

Web visitor information in Salesforce

Web visitor information in Salesforce

Step 2: Build reports with Google Analytics information in Salesforce

After web visitor information is imported into your Salesforce, you can use it to build reports like this one:

Salesforce report with Adwords campaigns

Salesforce report displaying Opportunities by campaign

Step 3: Import Salesforce information into Google Analytics

GA Connector can also automatically import Salesforce data into Google Analytics, helping you achieve closed-loop marketing in Salesforce.

You’ll be able to see Salesforce data in most standard Google Analytics reports, as well as build custom ones like this one:

Closed loop reporting in Google Analytics

Closed loop reporting in Google Analytics

 

If you’re interested in implementing closed-loop analytics in Salesforce with GA Connector, you can get a free 30-day day of the app or contact us if you have any questions.

Retired Salesforce for Google AdWords alternatives (full overview)

Looking for some sort of Adwords and Salesforce integration script or plugin?

Look no more: in this article, you’ll find a comprehensive overview of all Salesforce & Adwords integration methods currently available.

Since Salesforce for Google AdWords retired in 2013,  we created this article with an overview of all the alternative integration methods currently available.

Method 1: Native Google Ads Conversion Import for Salesforce®

Pros: free; allows importing most important Salesforce conversions directly to Adwords.

Cons: limited number of data points to import; doesn’t let you see Adwords information in Salesforce.

About this method:

As mentioned in this Google Ads help doc, “you can configure your Google Ads account to record a conversion for any or every lead status and opportunity stage you track in your Salesforce account”. And because it’s a native integration made by Google, you can rest assured that it is stable.

However, this method doesn’t let you import any custom Salesforce data points to Adwords. For example, you may have custom fields configured to store important information about Leads/Opportunities, that you also want to send to Adwords. Unfortunately, Google Ads Conversion Import for Salesforce® won’t allow you to do that.

Method 2: Manual import of Salesforce data into Adwords using spreadsheets

Pros: free; full flexibility (you can import any Salesforce data into Adwords).

Cons: complex to set up; requires a lot of time on a regular basis.

Here is how you can implement this method:

  1. Set up offline conversion tracking in Adwords and save GCLID to Salesforce.
  2. Export Salesforce report with GCLID and your conversions to Google Ads.
  3. Import these Salesforce conversions into Google Ads.

Method 3: Use GA Connector to combine Salesforce & Adwords data in Google Analytics

Pros: easy to set up; full flexibility (you can import any Salesforce data into Adwords); support from our team.

Cons: requires a small monthly fee.

GA Connector takes a different approach to Salesforce & Google Adwords integration. Instead of connecting Salesforce and Adwords directly, it connects them through a proxy of Google Analytics.

It offers the following advantages:

  • You can track other channels too, not just Adwords (such as SEO, Facebook Ads and any other channel that Google Analytics can track).
  • Google Analytics reports are more powerful than the Adwords ones. Having both Salesforce and Adwords data in Google Analytics lets you build powerful reports that utilize powerful Google Analytics capabilities, such as segments, multi-channel attribution etc.

You can read more about this Salesforce & Adwords integration method here.

Or, you can go directly to the GA Connector website and sign up for a free 30-day trial.

Salesforce and Google Adwords Connector

Do you actually need this Salesforce & Google Adwords integration?

If you’re spending any significant amount of money with Adwords, then the answer is a resounding yes! A Salesforce and Google Adwords integration will help you skyrocket sales driven by your Adwords and other online marketing campaigns.

Why? Because it’s crucial to know the ROI of each of your campaigns, ad groups, and keywords. Otherwise, you’re just flying blind, not knowing whether you should increase your ad spend or stop your campaigns.

That’s where a Salesforce and Google Adwords integration comes into play.

Salesforce and Adwords integration

Without this connection, it’s pretty much impossible to tell whether your Adwords campaigns have any real impact on sales.

And when your Salesforce CRM is integrated with Adwords, you can build amazing reports that help you answer questions like:

  • Does Adwords bring positive ROI?
  • Which of your campaigns is the most profitable one?
  • Which keywords and ad group should you turn off or improve, and which should you should invest more in?

What reports can you build after integrating Google Adwords with Salesforce?

In a nutshell, Google Adwords connection with Salesforce allows you to build two types of reports:

1. Salesforce reports and dashboards with Google Analytics data in them. For example, this dashboard allows you to see how many closed won Salesforce opportunities were originated from each Adwords campaign:

Salesforce report with Adwords campaigns

2. Google Adwords reports in Google Analytics with Salesforce information in them. For example, this report shows how much revenue was generated from each Adwords campaign:

Google Analytics with Adwords and Salesforce information combined

Google Analytics with Adwords and Salesforce information combined

You can also utilize powerful Google Analytics multi-channel attribution reports to look at the impact of online marketing on sales from different angles:

Model Comparison Tool with Salesforce conversions

Multi-channel attribution report that shows conversions imported from Salesforce using different attribution models

Assisted Conversions (imported from Salesforce)

Assisted Conversions report for a given channel that counts all conversions in which that channel was a non-last interaction

Best way to connect Google Adwords with Salesforce

There are a few methods to implement this connection, but we consider GA Connector the best one, because:

  • With GA Connector, the connection is happening seamlessly. You don’t have to manually import anything.
  • It allows you to see Adwords data in Salesforce, as well as to combine Salesforce & Adwords data in a powerful Google Analytics report. Hell, you can even plug in your favorite BI tool to see all your data there.

How to implement this integration

  1. Connect your Google Adwords and Google Analytics if you haven’t yet.
  2. Go to GA Connector website and sign up for a free 30-day trial.
  3. Select Salesforce as your CRM and follow the instructions.

As a result, all three systems will be connected: Adwords <–> Analytics <–> Salesforce. And you’ll be able to see Adwords data in Salesforce (as well as combined Adwords & Salesforce report in Analytics).

Any questions about this integration and the implementation? Feel free to contact us.

Salesforce and Contact Form 7 Integration (the easiest method)

Our customers often asked us what is the best & easiest way to integrate Contact Form 7 with Salesforce.

To answer this question, we have researched the currently available methods to automatically save CF7 submissions to Salesforce. And in this article, we’re sharing the simplest method we could find.

This method:

  • Is free (doesn’t require installing a paid plugin).
  • Doesn’t require coding skills (most solutions we found require knowing a little PHP).
  • Can be implemented in just 5-10 minutes.

Here is how you can integrate Contact Form 7 submissions with Salesforce CRM:

  1. Download this free Contact Form 7 Salesforce plugin.
  2. Install the plugin and activate it.
  3. Open your WordPress dashboard and click on “Salesforce” on the left menu. Then, click on “Salesforce Accounts” and log in with Salesforce as shown on the screenshot below:
    Salesforce Connection
  4. After connecting your Salesforce account, go to the “Salesforce Feeds” tab and create a new feed. You’ll need to select your Salesforce account and the Contact Form 7 form you want to connect.
    Salesforce Feed
  5. Map the CF7 fields with the corresponding Salesforce fields
    Field Mapping

 

Viola! Now your Contact Form 7 submissions will automatically appear in your Salesforce account!

One more step to really make this integration shine…

There’s still one problem with this Salesforce & CF7 integration:

When Contact Form 7 submissions appear in your Salesforce account as leads, you won’t know where they came from: Google, Facebook or some blog post somewhere on the internet.

To solve this problem, we built GA Connector. It’s a tool that allows you to see from which page, traffic source, keyword, country, city etc your leads are coming from:

You can sign up for a free trial of GA Connector to track your Salesforce leads here.

Top 4 Most Important Google Analytics KPIs

If you’re trying to make your business succeed online – you’re probably already aware of how important getting a solid handle on Google Analytics should be for you. There’s a huge amount of data that can be used to analyze, adapt and fine-tune how users behave on your site. This means you can better understand their motivations, and improve your optimization strategy to make better use of them – and ultimately make more money.

Google Analytics has a range of Key Performance Indicators, or KPIs. There are tons of different stats and metrics that give you a detailed view of all sort of different information related to your site and how your users interact with it. There’s a ton of information available – probably more than you actually need. If you’ve felt a little overwhelmed by the sheer amount of data, you’re not alone.

We’re going to look at a few of the most relevant and important KPIs for your business, recommended by a number of successful influencers in this industry – so you can drill down on the metrics that really matter without wasting too much time and effort on those that are less important.

What are the best KPIs for your business?

We talked to a number of different authorities in the industry to find out which KPIs worked for them. They all agreed that Google Analytics is a vital tool for any internet business, and here are the KPIs many of them couldn’t do business without.

Conversion Rate

This one is simple – but it’s also one of the most important. You’re probably already aware of what conversion rate means – it’s the ratio of people who “convert” to a single action as a percentage of visitors. It’s the bread and butter of any online business – and a hugely important figure to know.

“Conversion” for your site normally means making a sale or purchase, but it could also include signing up for a mailing list or opting-in to an offer. Knowing what percentage of visitors sign-up or convert to something gives you a good idea of how successful your opt-in pages and other converting methods are. You’ll be able to tweak landing pages or run A/B tests to find what works best and ultimately converts the most visitors.

Knowing how well your site converts visitors is also hugely important in determining how much you can spend on advertising or paid clicks. You’ll know if paying a certain amount per click is worth it depending on how many visitors you’re likely to convert (and how much you’ll make off each of them).

Goals Conversion Rate

Mona from Datapine makes use of a wide range of KPIs for the success of her business. One of the ones she recommends is “goals conversion rate”.

This one is similar to overall conversion rate, but can often be used for more bespoke outcomes like signing up for mailing lists, joining a community or simply leaving a comment. You can adapt your goals and target different actions that you want to optimize for, and this KPI will give you a detailed view of how many of the visitors to a certain page are performing that action.
Again, this makes it easier for you to make tweaks or alter your landing pages to more effectively complete your goals. You can run tests to find out which pages are converting better as well as fine-tuning your sales funnels and other calls-to-action. One you know which of your goals are performing better, you’ll be able to learn from your successes and roll them out across the site to make better conversions on everything.

Page Tracking Metrics

We’re going to include these under this sub-heading, but they actually cover a number of different KPIs related to how visitors perform and interact with your pages – things like bounce rate, pages per session and duration. These are all hugely important KPIs that give you a better understanding of how people are using your site and could help you make more from your visitors.

“Bounce Rate” tells you how many visitors enter your site and then leave immediately. You’ll obviously want to keep this as low as possible, and if you notice a high bounce rate you’ll know that you need to act and look further into why so many users are turned away as quickly as they arrive. Reducing bounce rates plays a huge role in how many visitors might actually act on your site, and therefore how much money you could make.

Other things like “pages per session” and “duration” give more indication of how visitors are behaving on your site. Are they just looing at one thing and then leaving, or are they spending a lot of time looking at tons of different information on your site? This could help you better understand what people are looking for and how good your internal linking structure is at leading users to other parts of your site. All of these are effective in improving the overall optimization of your site.

Revenue on Advertising Spend

This is another important KPIs that was recommended by a key internet marketing influencer. While converstion rates are important, this KPI drills down on exactly how much money you’re making compared to what you spend on advertising. It’s vitally important to know if your advertising efforts are making money for you – and if so, how much. You can look at how many leads certain adverts are getting you, along with their overall ROI. This can help you target more productive advertising streams while ignoring those that aren’t working for you.

You might also come to the conclusion that some forms of advertising simply don’t work for you or your business. Many business owners simply assume their advertising efforts are either working for them or not working for them without really knowing the facts or what is or isn’t effective. With this KPI, you can now how your adverts are working for you. Shahzad Saeed recommends the “revenue on advertising spend” KPI – it helps him get more from her advertising buck.

These key indicators are some of the most important KPIs to look for if you’re just getting started with Google Analytics or want to more effectively analyze how your site is performing and want to make tweaks accordingly. They’re just the start, though – as there are a huge number of other effective KPIs that can give you a better understanding of your site and help you market your business more effectively.

How to Measure Revenue on Advertising Spend (ROAS)?

If you’re looking to measure your ROAS, check out the tool we’ve built called GA Connector. It takes revenue and other data from your CRM (such as Salesforce or Zoho CRM) and imports it into Google Analytics:

 

GA Connector also brings your Google Analytics data into your CRM, allowing you to know which marketing channel is responsible for each lead and sale:

5 Simple A/B Tests That Can Increase Conversions by 25% or More

In this article, we collected 5 proven A/B tests that you can easily implement and increase your conversions:

1. How Hubspot Increased Their Email CTR by 32%

This super-simple 2-minute tweak has helped Hubspot to increase their email their Click-Through-Rates by 32%

Getting people into your email newsletter takes a lot of energy and money.
You created opt-in pages, wrote blog posts, drove paid traffic and did lots of other things.
All that just to get these users into your email list.

And now that you got them, your email marketing software tells you that only a relatively small percentage of users actually open your emails.
Let alone click them.
I don‘t know about you, but I hate all that list building work go to waste.

That‘s why every little hack and trick to improve email open rates and click-through-rates matters.
Because it allows you to actually monetize all that hard work and marketing budget.

One of such hacks was described by Hubspot, and it‘s super easy to implement:
Make your emails come from a real person (e.g. “Maggie Georgieva, Hubspot”), not just a company (e.g. “Hubspot”).

After implementing this change, Hubspot saw the following improvements:

  • Their open rate increased by 8%,
  • Their Click-Through-Rate increased by 32%.All that by changing the sender name! (~2 minutes of work).

Source: blog.hubspot.com

2. Increase Your Cold Emails Reply Rate by 56%

This mind-blowing trick helped karmaCRM increase their cold emails reply rate by 56% (without changing the copy)

Cold emails can be a great tool if used properly.
Unfortunately though, cold emails have an obvious problem:
Your prospects don’t know you and don’t trust you yet.

They haven’t seen you anywhere before – why should they trust you, right?
Imagine it for yourself.
If some company you saw at some conference a year ago reaches out to you, they have a higher chances of getting a reply than some random company you don’t know, right?
Or if you saw their ad somewhere before…

If only there was a way to make it so that your cold email prospect see your ad somewhere, before you reach out to them…

Wait…
We live in 2017, and it is possible!
You can do it by pre-targeting your cold email prospects using Facebook Ads or Adwords.
These services allow you to import the list of emails, and create ads that only target these people.
It’s extremely cheap and highly effective.

karmaCRM implemented this in their business, and their reply rate changed from 13.5% to 21%!

Source: www.karmacrm.com

3. These Two Words Increased Conversions by 28%

How Soocial.com increased conversions by 28% with these two simple words stating the obvious

Before I reveal today’s insight…, can you please reply to this email and answer this short question: What’s the #1 biggest marketing challenge you’re struggling with right now? Your answer will help me deliver more relevant content.

Call-to-action (CTA) is one of the most important parts of the landing page (if not the most).
So it’s important to get the CTA right.

Soocial.com ran an experiment to test the call-to-action on their website.
All they did was they added two simple words.

Can you guess what these words were?

“It’s free!”
It may be obvious to you that the signup/call/consultation/trial/etc you’re offering is free.
It may not be obvious to your users.

That’s why adding these two simple works:
“It’s free” makes it crystal clear for your users that they don’t need to open their wallet (at least not yet).

Source: vwo.com

4. Increase Conversions by 25-40% (experiment)

This weird forms design helped Huffduffer consistently increase their conversions by 25-40%

Have you ever seen forms like this one on websites?

In such forms, you need to fill in the blanks instead of filling out a list of fields aligned in one column.

I don’t know about you, but they used to look weird to me. 🙂
Little did I know that these forms actually consistently produce impressive results.

Perhaps because they look unusual.
Or maybe because filling out such forms feels more personal – kind of like you’re writing a letter to a company.

Huffduffer, a popular audio sharing website, added these forms and increased conversion across the board by 25-40%.

Source: www.lukew.com

5. Do This Before Asking for Sale to Double ROI

By doing this, Russell Brunson doubled his ROI

After Russell Brunson did what I’m about to share, he went from making about $30k a year online to seven figures in less than eighteen months.

Russell’s tweak was inspired by a study from Dan Arielly’s book Predictably Irrational.
The experiment shows that:
If a cookie from one brand is offered for $.26, and another for $.01, then 40% of people will choose the $.01 cookie.
But if people have to choose between $.25 and free cookies, a whopping 90% will opt for the cheaper cookies (even though the price difference is the same – $.25)

This research shows the power of FREE!, which Russell Brunson used in his One-Hundred-Visitor Test.
Here is how it worked: Russell created two sales funnels and sent the same traffic to it:

  • Funnel #1 was just one page that was offering a $197 product;
  • Funnel #2 offered a free product (they only had to pay shipping), and only showed the $197 offer to those who opted for the free product.

Funnel #2 generated almost double the revenue as funnel #1.

Bonus (how to optimize for sales, not form submissions)

In some cases, traditional A/B testing doesn’t make sense…

Do you market online, but the actual sales are closed “offline” by sales reps?

In this case, if you’re only optimizing your landing page for conversions like form submissions, you might end up choosing the page that attracts many low-quality leads. Instead of attracting a handful of affluent customers who will spend a fortune.

To solve this, you can import sales data from your CRM (such as Salesforce) to Google Analytics – manually, or using the tool we created GA Connector.

How to eliminate “webto.salesforce.com” as a referral in Google Analytics

If you’re using Salesforce Web-to-Lead forms, you may encounter a problem with your Google Analytics reporting. When you look at your GA reports, you may notice that some goal conversions are attributed to the referral source of “webto.salesforce.com” (or similar).

This is a problem, because it prevents you from seeing the source that actually drove those conversions.

Why does this happen?

When the user submits a form on your website, the forms submission is sent to Salesforce. Then, Salesforce redirects the user back to the website.

Google Analytics sees that the user came to the website from a new source (“webto.salesforce.com”) and starts a new session with this source.

All future goal conversions from this user will be attributed to that Salesforce source. Which is a big problem for attribution.

How to fix this?

Google Analytics has a setting that allows to exclude certain referrals. You can use it to ignore “webto.salesforce.com”. Here is the full method:

  1. Sign in to your Analytics account.
  2. Click Admin.
  3. In the ACCOUNT column, use the dropdown to select the Analytics account that contains the property you want to work with.
  4. In the PROPERTY column, use the dropdown to select a property.
  5. Click Tracking Info.
  6. Click Referral Exclusion List.
  7. To add a domain, click +ADD REFERRAL EXCLUSION.
  8. Enter “webto.salesforce.com”.
  9. Click Create to save.

As a result, you will exclude “webto.salesforce.com” and reveal the true source of your traffic.

 

Are you struggling to attribute offline conversions from Salesforce to your offline marketing campaigns? Check out our app GA Connector – it allows to integrate your Salesforce CRM with Google Analytics and track your website visitors all the way to a physical sale: