If you want to set up lead tracking in WordPress, there are a few options. Plugins, CRMs, and more all easily track leads. But which is best for you?
Approximate read time: 6.5 minutes
Looking for the easiest way to get more leads on your website? You need to set up lead tracking.
This information is super valuable and lets you see which website visitors are potential customers and track how they use your website.
There are a lot of different WordPress plugins for lead tracking. But only a few offer features that help you take action immediately, without making you sign up for an expensive CRM plan.
This post will show you three different options for setting up lead tracking on your website — all from your WordPress dashboard. From plugins to CRMs, we’ll cover it all.
Let’s get started.
What is lead tracking?
Lead tracking shows you how visitors find your website and the path they take on your site before completing a goal.
Your goal can be completing a form, selling a product, or anything. And knowing this path helps you make it better.
Here's how lead tracking can help you:
- Find out where your customers come from. Is it social media? Google? Knowing where your leads come from means you can focus on the right channel.
- See what people are clicking on and how long they spend on each page. How are your visitors interacting with your site? Seeing what they click and what they enjoy means you can make more of that kind of content!
- Learn how many steps it takes to convert. Can you improve the path and make it shorter for the visitor? Is it taking most visitors a long time until they reach your goal?
This last question is the most important.
Making it as simple as possible for visitors to find your form means more people convert. And that has a ripple effect on your entire marketing campaign.
Let’s look at how you can add lead tracking to your website.
How to add lead tracking in WordPress?
In today's world, there are (almost) always multiple solutions to a problem.
So, we’re covering some of the best below:
1. Use Formidable Forms User Flow for WordPress lead tracking
Optimizing your customer journey with Formidable Forms is easy.
The plugin has the User Flow feature built-in. All you have to do is turn it on.
After, you’ll get a complete report of your visitor’s path up to their form submission.
Imagine you’re using Formidable’s User Flow report for your cake business one day.
You notice a trend. People visit your 10 Best Cake Designs blog post for a short time, then quickly go to your home page.
Why is the blog post viewing time so short? Don’t they like your cake designs?
You head to the blog post and discover the problem.
No words are showing except the title. Your visitors don’t hate your cake designs! They hate that they aren’t seeing your cake designs!
You quickly head into your WordPress settings and fix the problem.
Now, visitors are seeing your cake designs, and they LOVE them. Who would have thought you could make a poodle-shaped cake?
Problem solved. All thanks to your attention to detail and Formidable’s User Flow.
Now, imagine how this could help your business!
How to set up Formidable’s User Flow
First, you download and install Formidable Forms. To benefit from User Tracking, you'll need to upgrade to the Plus plan or higher.
Got your license? Great! Just enter your license key in the Formidable Forms Global Settings from your WordPress dashboard.
Next, head to Formidable → Add-ons and click the Install and Activate button for the User Tracking plugin.
Once that’s installed, go to Formidable → Forms and choose the form you want to track. It can be a contact form, order form, or a quiz — it’s all available.
Next, go to your Entries page and click View on one of your entries. Then, scroll down to your User Flow section, and you’ll see a detailed report for that user entry.
You can click on any of the steps to view the page the visitor viewed easily.
And that’s it! Monitor your entries, follow user flow, and you’ll notice trends as well as areas to improve!
2. Use a CRM for WordPress lead tracking
A CRM is a customer relationship management platform that’s a one-stop shop for all your lead tracking needs.
You can track when you contacted a customer, see any interactions you had, and more! And the best ones track your leads closely.
But what CRM should you use? We’ve got a couple we recommend.
Optimize lead tracking with Hubspot
For example, we’ll look at Hubspot — one of the top CRM platforms on the market!
Using Hubspot, you can easily track and sort qualified leads. Then, see any interactions they’ve had in their customer path. Clicks, signups, and much more…in one easy report.
Did they interact with your email marketing campaign? What was the primary lead source that made them convert? Is it your landing pages, blog posts, or other sources?
Hubspot makes lead tracking easy on any WordPress website you have.
And, as a bonus, you could get Formidable and use Hubspot and User Flow to double-dip in the marketing pie!
How to set up lead tracking in Hubspot
Hubspot makes setup easy.
Simply go to your Contacts panel on their website, and create or import your list of contacts.
Then, select your contact, and you’ll see a detailed report of any past or upcoming events.
Reach out to your lead from here, schedule an event, make a note, and view more details.
All from one simple dashboard.
Up your WordPress lead tracking with Salesforce
Salesforce is another CRM that gives you powerful tools to help your sales team manage leads and conversion tracking.
By tracking leads in Salesforce, your team easily tracks and follows up on leads on time.
Best of all, you can use Salesforce to track the progress of each lead through the user journey. How the visitor became a lead, interactions, and more help you find any leaks in your process.
And, just like Hubspot, Salesforce integrates with Formidable easily to get the best of both worlds!
How to set up lead tracking in Salesforce
Salesforce makes things as simple as Hubspot, and the process is similar.
Go to your contacts panel in the Salesforce dashboard. From here, add any contacts you have or import them.
Then, select the contact you want to view, and you’ll see a detailed report of your contact.
Set up a call, send an email, or schedule an event easily.
And a simple progress bar at the top helps you quickly view what stage your leads are in. So, you know your next action without much thought.
Salesforce makes it easy to improve your marketing strategies and track website leads.
3. Use MonsterInsights for lead tracking in WordPress
If you’re uncomfortable poking around Google Analytics, MonsterInsights is your helping hand.
After all, it’s easy to track your goals in Google Analytics, so using that information is helpful.
By breaking down your data, you can easily see where your traffic is coming from, their gender, and even their devices.
Also, you can see which forms perform best for lead generation and fix the ones that aren’t.
And all you need to do is install their plugin and connect to track leads in Google Analytics.
How to set up lead tracking with MonsterInsights
Setting up lead tracking with MonsterInsights simply involves downloading and installing their plugin to your WordPress site.
Then, you’ll connect your Google Analytics data, and it automatically generates the reports for you.
You get simple reports with the MonsterInsights free plugin. But you’ll have to upgrade to their pro version for more advanced reports. This includes eCommerce reports, conversion tracking, and priority support.
Set up your lead tracking with these top options
All of the options here will do an excellent job of helping you track your leads.
They offer benefits, whether a form plugin, CRM, or a specific insight tool.
We admit we’re biased, but we believe the power of Formidable’s User Flow makes it a clear top option. You can easily integrate Hubspot, Salesforce, other CRMs, and many other services to improve your user tracking.
Don’t believe us? Check out how to create a lead capture form in WordPress! It's the easiest thing you'll do all day!
And follow us on Facebook, Twitter, and YouTube to get all the lead-tracking tips you need!
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Really great idea to update your extension's name to User Flow. Much more descriptive and helps orient me to a more appropriate intention: continually striving to improve the audience's flow through my web apps.
Integrating with leading CRMs is fantastic, too. Many businesses scale from just a site to purpose-built solutions on leading platforms like Salesforce and HubSpot. Integrating with these helps extend the useful life of websites (and the significant investments therein), as well as helps ease transitions into those platforms.
Nice post on Lead Generation CRM. We need to Eliminate friction during rapid growth by strengthening lead management with our scalable CRM for lead generation companies.