Leads by ID Report

Transcript

Hi, this is David from Bizible. Today we’re going to be going over the Leads by ID report in Salesforce. This is a report that shows us all of the touchpoint activities for particular leads. To pull up this report, just simply open up Salesforce and go to the reports tab.

I’m going to access the report by searching for Leads by ID.

You can also access this report in your Bizible 101 stock reports folder, which is installed in Salesforce using the Bizible installation package. So I’m just going to click on this report here.

This is what the report looks like. In this video and all the subsequent videos I’ve blurred out the email addresses here. So just note that.

So here we’ve got rows by Lead ID, and then below that Lead ID we’ve got the different touchpoint interactions with some information in the columns over here. I’m going to be going over this information in the columns and then I’ll click into one of the touchpoints to get a little bit more information into that particular touchpoint.

Okay, so here’s the Lead ID. We’ve got the name down here that was filled out. And sometimes you’ll see that the last name is not provided so it’s going to indicate that as such. We’ve got the email address here, the actual touchpoint identifier here. Something to note, this is a Bizible touchpoint. There are two different Bizible objects that are used to track touchpoint and attribution interactions. One of them is the Bizible touchpoint which is being used by this report. The other one is the Bizible attribution touchpoint. So notice that there’s a difference between a Bizible touchpoint and a Bizible attribution touchpoint. I’ll get into the differences between those later. But the report that we’re looking at here is using the Bizible touchpoint, which is the object that’s used to track the activity of an individual.

So that’s Bizible touchpoint. The next we’ve got marketing channel and this is going to be the largest bucket that marketing interactions will be organized into.

You can see here that this is social. Other possible marketing channels would be things like organic search, paid search, direct mail, et cetera. Touchpoint source is either going to be populated using UTM parameters or with an API connection if that marketing source is API enabled. We see the ad campaign name and then we see the touchpoint position. The touchpoint position we’re going to be talking more about in subsequent videos. Essentially, this tells you which touchpoint stages were created in this Touchpoint.

FT is the first touch. LC is lead creation, and form indicates a form fill. So once we start looking at different reports we will see other stages here that show the entire journey from FT to OP close. But in this report, because it’s a Leads by ID report, we haven’t yet opened an OP. So we can see here just the first stages in the touchpoint position column. In this particular touchpoint, we see that they came in and it was their first visit. And on their first visit, they were also created as a lead and they were created because they filled out a form. We can see the touchpoint date and time of interaction. And then the last three columns here are the count columns. So you can think of these columns as different lenses to understand how your leads are generated. So if you want to focus on the channel that drove the leads first touch, then you want to look at the first touch column. If you want to focus on the channel that led to the lead creation, then you want to focus on the second lead creation touch. And the U-shape is simply a combination. It’s sort of a multi-touch way of understanding by splitting the FT and LC touches. So because this touch point included both first touch and lead creation, then each of these is going to receive one credit, and Count U-shape will also have one credit. If you look at some of the other ones down here, you can see that obviously not all touch points are going to have both first touch and lead creation touch. So here we can see that this person came inbound on a web visit and received one for first touch credit and then later on looks like, actually later on that evening was created as a lead, filled out a form, and has received here one credit as lead creation touch. The U-Shape model, as I said, is split. So you can see here each receives 0.5.

Okay, so that’s the Bizible 101 Leads by ID report. Next we’re going to look at the slightly modified version of this report, the Leads by Channel report. Thanks for watching.