Hi there. I’m a Keap Max Classic User. I also use ActionStep for lead tracking, which generates a nice report, but it’s very manual and my team doesn’t consistently follow the process. I’m wondering if lead tracking would be more idiotproof with Keap and whether you can generate any decent reports with Keap. And whether is easier to keep a clean list so cold leads drop off. This is what we would call a compound question in the law. Sorry. Objection. But if anyone used Keap for tracking leads, I’d appreciate any general insight - good or bad. I pretty much use Keap just for email and FYF campaigns. Thanks.
You can track pretty much anything you want to. You can create custom fields for the various UTM codes that you’re tracking from your marketing and track all of the various aspects of where the leads are coming from. I have clients that track everything down to the actual ad the person clicked on.
Reporting functionality isn’t extremely robust inside the software, but you can export the data or feed it into some other system and then run reports from there. We do a lot of exports to Google sheets and then run analytics from there.
Feel free schedule a quick call if you want more details: Book an Appointment
Jeff
Hey there! Sounds like you’re looking to streamline your lead tracking process and make it less dependent on your team remembering to follow manual steps.
Keap can definitely help with lead tracking, but a lot depends on how your leads are coming in. If they’re coming through web forms, you can capture lead source data automatically when the form is submitted, which eliminates the manual entry issue you’re dealing with in ActionStep.
The key is to capture attribution data (like whether someone came from Google Ads, organic search, social media, referrals, etc.) when leads first submit a form on your website. This data then flows into Keap automatically with each new contact. You can then use Keap’s reporting features to see which sources are generating the most leads, customers, and revenue.
If you don’t have the technical capability to do this yourself, then tools like Attributer can handle this for you. It captures where leads come from when they first land on your site, stores it in a cookie, and then writes it into hidden fields on your forms when they’re submitted. The data flows into Keap through whatever form integration you already have set up.
Once you have clean lead source data flowing in automatically, Keap’s automation features can help with the “cold leads dropping off” part. You can set up campaigns that send based on where a lead came from (I.e. a Paid ad or an organic Google search) or how they became a lead (requesting a consultation or downloading a piece of content on your website. These datapoints are great proxies for intent (someone coming from a paid ad and requesting a consultation is very different from someone who Google’d something and found your content), and can be a great way to segment campaigns.
You could certainly try to bridge this with custom code, but maintaining that script across different browsers and form types requires ongoing technical maintenance.
Hope this helps
Aaron