Your Intelligence Overview lets you monitor the overall performance of your website and digital advertising. This page lets you keep track of your sales and leads. In this article, we'll cover the different aspects of your Overview and how to read it.
Organizing your Intelligence Overview
Select Filters to narrow down your data to particular channels or lead types.
You can select the date range that you would like to display your lead data. You can click dates on the calendar or type in dates in the text boxes.
Total Leads and Sales: Shows the total number of leads and sales within the set time period. Hover over each color to see the number of each lead type.
From Calls: Shows the number of phone calls that came in from your call tracking number.
From the Web: This shows your website's traffic. This will include traffic that finds your website directly as well as users who found your website from your ad campaigns.
Below the graphs, you will see a list of all of your leads. The most recent entries will appear at the top of the list.
Channel: This shows which segment of your marketing efforts the lead came from. The three types are "Ads", "Content", or "Other" (such as direct website traffic or users who found your website via organic search).
Type: Describes how a user converted. The three types are "Web" (users who submitted a form on your website), "Call" (users who called your call tracking number), or "Other".
Details: Provides additional information about the lead. For example, a website form submission will show the name of the form and a preview of the form details. A call will show the phone number that called you.
Date & Time: Shows when the conversion occurred, for example, when a form was submitted or the phone number was called.
Quality: Allows you to rate the quality of the lead by clicking either the "thumbs up" for a good quality lead, or the "thumbs down" for a poor quality lead.
Comments: Click on the editing "pencil" icon to leave a comment or internal note about the lead. For example, you may want to leave a comment on a lead that called in to inform your co-workers that you have already returned their call.
Add to CRM: When you hover over each lead, a blue "Add to CRM" button will appear in the row on the right-hand side. This allows you to turn each lead into a Contact in your Marketing 360 CRM. When you click on it, a pop-up appears that prompts you to add additional details to the new contact. If a lead has already been added to the CRM, a white button labeled "View in CRM" will appear - click it to navigate to that lead's Contact profile in the CRM.
Add a New Conversion
You can manually add a new conversion to your lead list. Click the blue + New Conversion button in the top-right corner of the screen. Enter the Source of the lead (for example, a website form submission or phone call), add Details about the conversion, and select the date when the conversion occurred.
Exclude phone numbers from appearing as conversions
Sometimes, you may receive phone calls from certain phone numbers that you do not want to be listed as a lead. For example, if a spammer keeps calling your call tracking number, they will be counted as a lead. You can prevent these erroneous calls from skewing your conversion rate by excluding their phone number.
To exclude or blacklist a phone number, click the three vertical dots in the top-right corner of the Intelligence Overview, then select Exclude Numbers. A pop-up window will appear. Enter the phone numbers (one per line) that you would like to prevent from showing up as a conversion.