SlideShare a Scribd company logo
What’s the Deal with Lead
Attribution
HUG
Dave Snyder
VP, Account Services
@dbspeed

linkedin.com/in/davidbsnyder

dsnyder@getsmartacre.com
HubSpot Gold Agency Partner
Been using marketing & sales tech for 10 years
3
What is lead attribution?
#lvhug
‘An attribution model is the rule, or set of rules, that
determines how credit for sales and conversions is
assigned to touchpoints in conversion paths.’
—
HUG
6
Translation
#lvhug
Lead attribution provides the ability to relate marketing
campaigns and channels to specific business results.
HUG
Inbound Methodology from HubSpot
HUG
9
Awareness
PR/Outreach
Content
Marketing
Events / Webinars
SEO
Social Ads
Consideration
PPC
Email
Online Ads
Remarketing
Blog
Lead Nurturing
Case Studies
CRO
Website
Workflow
Purchase
Sales Enablement
Usage Data
Knowledgebase
In-Product 

Messaging
Community
Onboarding
Retention
Social
Nurtures
Blog
Promos
Advocacy
Customer Journey Marketing
HUG
Why is lead attribution important?
#lvhug
Lead attribution provides the ability to relate marketing
campaigns and channels to specific business results.
The primary goal of lead attribution is to KNOW what
campaigns and channels are working so that you can
maximize your marketing investment.
HUG
50% of B2B marketing executives find it
difficult to attribute marketing activity
directly to revenue results as a means to
justify budgets.
#lvhug
http://www.cmo.com/features/articles/
2015/1/6/15_stats_marketing_ROI.html#gs.Km2Ryvc
13
Without Lead Attribution
Quotes from some of our clients
“The data was all different and disconnected”
“Sometimes we couldn’t tell what it truly meant”
“No true source, analytics were everywhere, Twitter vs Facebook vs Linkedin
vs Salesforce vs Google Analytics vs Pardot”
“There was engagement but we had no idea what that means or why it
mattered”
HUG
14
With Lead Attribution
After Lead Attribution
New reporting will show effective channels that also tie to messaging and
topics
May be topical information useful to research team, like experiments
Can support market research team’s market assessments, segment
analysis
Can support marketing team’s audience selection and messaging
Provides insight to marketing team as well as other teams and senior
leadership to show what is working and what is not
HUG
81% of marketers would increase
spending on digital, mobile, and social
channels if they could better track ROI.
#lvhug
http://www.cmo.com/features/articles/
2015/1/6/15_stats_marketing_ROI.html#gs.Km2Ryvc
1. Visitor Arrives on Your Site and a
Cookie is Set on His/Her Referral
Source
2.Visitor Browses Your Website &
Cookie Tracks the Visitor's Actions
3.Visitor Converts Into a Lead by
Completing & Submitting a Lead-
Capture Form
4.Lead Becomes a Customer &
Original Source is Credited
How it works
https://blog.hubspot.com/blog/tabid/6307/bid/32341/How-Closed-Loop-
Marketing-Works.aspx#sm.00000ym3ujcqe5ffrq3591hbyz05a
HUG
17
Marketing Automation (MA) Activities
Activities
Form Submissions
Email Opens / Clicks
Web pages Viewed
Notify Owner /
Assign Task
New Lead
Assignment
Notification
Workflow Email
alert to lead
owner
Workflow Email
alert to contact
owner
Qualify
Convert
Lead
Create
Opportunity
MA to Salesforce
Sync
Check Existing
Contacts
Check Existing
Leads
No match
Update
Lead
No match
Update
Contact
Create
Lead
Match
Found
Match
Found
18
getsmartacre.com
HubSpot Activity History in Salesforce
ProTip: Click the ‘View in HubSpot’ button
to go directly to the contact in HubSpot
19
getsmartacre.com
HubSpot Lead Attribution
Original Source Type = Medium
Original Source Drill-down 1 = Source
Original Source Drill-down 2 = Campaign
20
Health Check
#lvhug
Just 21% of B2B companies are
successful at tracking ROI of their
content marketing.
#lvhug
http://www.cmo.com/features/articles/
2015/1/6/15_stats_marketing_ROI.html#gs.Km2Ryvc
22
8 Tips to improve your attribution
All of these you can do with or without HubSpot
1. Set goals, or a benchmark to start
2.Create a tracking URL or UTMs yourwebsite.com/?utm_medium=social&utm_source=twitter
3. Check Google Analytics a lot more
4. Look at what content is performing the best and start doing more what is working
5. Start naming your campaigns consistently
6. Make sure all lead data is in your CRM and syncing
7. Report monthly but check mid-month to see if you are on track with your goals
8. Create attribution reports
HUG
How to create an attribution report
1. Choose Reports
2. Select a list
3. Choose a conversion type
4. Select a time period
5. Choose an interaction 

scoring type
6. Choose an analytics property
7. Choose an attribution model
https://blog.hubspot.com/customers/how-to-figure-out-which-content-is-driving-the-most-leads
24
http://hubs.ly/H06SJs30
Are you getting the 

most out of HubSpot?
HUG
lehighvalley.hubspotusergroups.com
Thank you good night!
#lvhug
Tweet me questions @dbspeed
HUG
HUG

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What's the deal with lead attribution?

  • 1. What’s the Deal with Lead Attribution HUG
  • 2. Dave Snyder VP, Account Services @dbspeed
 linkedin.com/in/davidbsnyder
 dsnyder@getsmartacre.com HubSpot Gold Agency Partner Been using marketing & sales tech for 10 years
  • 3. 3 What is lead attribution? #lvhug
  • 4.
  • 5. ‘An attribution model is the rule, or set of rules, that determines how credit for sales and conversions is assigned to touchpoints in conversion paths.’ — HUG
  • 7. Lead attribution provides the ability to relate marketing campaigns and channels to specific business results. HUG
  • 9. 9 Awareness PR/Outreach Content Marketing Events / Webinars SEO Social Ads Consideration PPC Email Online Ads Remarketing Blog Lead Nurturing Case Studies CRO Website Workflow Purchase Sales Enablement Usage Data Knowledgebase In-Product 
 Messaging Community Onboarding Retention Social Nurtures Blog Promos Advocacy Customer Journey Marketing HUG
  • 10. Why is lead attribution important? #lvhug
  • 11. Lead attribution provides the ability to relate marketing campaigns and channels to specific business results. The primary goal of lead attribution is to KNOW what campaigns and channels are working so that you can maximize your marketing investment. HUG
  • 12. 50% of B2B marketing executives find it difficult to attribute marketing activity directly to revenue results as a means to justify budgets. #lvhug http://www.cmo.com/features/articles/ 2015/1/6/15_stats_marketing_ROI.html#gs.Km2Ryvc
  • 13. 13 Without Lead Attribution Quotes from some of our clients “The data was all different and disconnected” “Sometimes we couldn’t tell what it truly meant” “No true source, analytics were everywhere, Twitter vs Facebook vs Linkedin vs Salesforce vs Google Analytics vs Pardot” “There was engagement but we had no idea what that means or why it mattered” HUG
  • 14. 14 With Lead Attribution After Lead Attribution New reporting will show effective channels that also tie to messaging and topics May be topical information useful to research team, like experiments Can support market research team’s market assessments, segment analysis Can support marketing team’s audience selection and messaging Provides insight to marketing team as well as other teams and senior leadership to show what is working and what is not HUG
  • 15. 81% of marketers would increase spending on digital, mobile, and social channels if they could better track ROI. #lvhug http://www.cmo.com/features/articles/ 2015/1/6/15_stats_marketing_ROI.html#gs.Km2Ryvc
  • 16. 1. Visitor Arrives on Your Site and a Cookie is Set on His/Her Referral Source 2.Visitor Browses Your Website & Cookie Tracks the Visitor's Actions 3.Visitor Converts Into a Lead by Completing & Submitting a Lead- Capture Form 4.Lead Becomes a Customer & Original Source is Credited How it works https://blog.hubspot.com/blog/tabid/6307/bid/32341/How-Closed-Loop- Marketing-Works.aspx#sm.00000ym3ujcqe5ffrq3591hbyz05a HUG
  • 17. 17 Marketing Automation (MA) Activities Activities Form Submissions Email Opens / Clicks Web pages Viewed Notify Owner / Assign Task New Lead Assignment Notification Workflow Email alert to lead owner Workflow Email alert to contact owner Qualify Convert Lead Create Opportunity MA to Salesforce Sync Check Existing Contacts Check Existing Leads No match Update Lead No match Update Contact Create Lead Match Found Match Found
  • 18. 18 getsmartacre.com HubSpot Activity History in Salesforce ProTip: Click the ‘View in HubSpot’ button to go directly to the contact in HubSpot
  • 19. 19 getsmartacre.com HubSpot Lead Attribution Original Source Type = Medium Original Source Drill-down 1 = Source Original Source Drill-down 2 = Campaign
  • 21. Just 21% of B2B companies are successful at tracking ROI of their content marketing. #lvhug http://www.cmo.com/features/articles/ 2015/1/6/15_stats_marketing_ROI.html#gs.Km2Ryvc
  • 22. 22 8 Tips to improve your attribution All of these you can do with or without HubSpot 1. Set goals, or a benchmark to start 2.Create a tracking URL or UTMs yourwebsite.com/?utm_medium=social&utm_source=twitter 3. Check Google Analytics a lot more 4. Look at what content is performing the best and start doing more what is working 5. Start naming your campaigns consistently 6. Make sure all lead data is in your CRM and syncing 7. Report monthly but check mid-month to see if you are on track with your goals 8. Create attribution reports HUG
  • 23. How to create an attribution report 1. Choose Reports 2. Select a list 3. Choose a conversion type 4. Select a time period 5. Choose an interaction 
 scoring type 6. Choose an analytics property 7. Choose an attribution model https://blog.hubspot.com/customers/how-to-figure-out-which-content-is-driving-the-most-leads
  • 24. 24 http://hubs.ly/H06SJs30 Are you getting the 
 most out of HubSpot? HUG
  • 25. lehighvalley.hubspotusergroups.com Thank you good night! #lvhug Tweet me questions @dbspeed HUG
  • 26. HUG