Only Available With Grow and Premier Subscriptions.
Think of Lead Sources as the way that your clients are finding out about your business, or the reason that they are coming back to you for more work. Lead Sources could be marketing campaigns, Google reviews, a friendly neighbor, and so much more.
Tracking your Lead Sources is essential for growing your business as it allows you to see what marketing efforts are the most successful, and thus devote more time/money to the sources that will generate the most business.
Lead Sources can be made 3 ways: through the Lead Sources Page, by creating a new Marketing Campaign, and when applying a Lead Source to an account.
Marketing Campaigns made in ServiceMonster automatically appear as Lead Sources.
Click here to learn more about creating Marketing Campaigns.
From "Marketing" in the Main Menu, select the "Lead Sources" icon.
Select "New Lead Source" and input all the information about the new Lead Source.
Active: Checking this box means it's an active lead source that's available to use and can be selected from the lead source list.
Public: Checking this box means this lead source will show up on their ServiceMonster webform as an option for clients to select.
Campaign Name: The name of the campaign.
Marketing Category: Which marketing category you want this campaign to fall under (General, Reminder, Newsletter, Referral, etc.)
Group: Which marketing group you want it to go into (you can also create a new group by selecting the blue "+" button and typing it in)
Subgroup: Which marketing subgroup you want it to go into (you can also create a new group by selecting the blue "+" button and typing it in)
Description: The description of the campaign.
Click "Save" when you're finished and your Lead Source will now be available from the Lead Source drop-down list.
To add a Lead Source with the Quick Add, click on the blue plus sign "+" button at the top of the screen.
Here you can click on the Select Lead Source search icon to add in the source. Click the search icon and a new window will open.
Choose between a Campaign or Account:
Campaign: What marketing campaign (e-mail, phone, flyers, radio, tv commercial, etc…) brought the customer in.
Account: Who (account name) referred this new customer to your business.
Use the drop-down to select which campaign or account you wish to assign.
Select a Group from the next drop-down, or create a new Group by selecting the blue "+" button and typing it in.
Add a "Lead Source Note" in the final field if you wish, and click "Ok" when you are finished.
To add a Lead Source to an Account, go to the Account List, then click on the Account Name.
On the Account's "Details" Page, find the "Select Lead Source" search box to add in the source. Click the search icon and a new window will open.
Assign a Campaign or Account to the account. Use the drop-down to select which campaign or account Lead Source you wish to assign.
Select a Group from the next drop-down, or create a new Group by selecting the blue "+" button and typing it in.
Add a "Lead Source Note" in the final field if you wish, and click "Ok" when you are finished.
To add a Lead Source to an Order, go to the Order List, then click on the Order Number.
On the Order's "Details" Page, find the "Select Lead Source" search box on the right to add in the source.
Click the search icon and a new window will open.
Assign a Campaign or Account to the account. Use the drop-down to select which campaign or account Lead Source you wish to assign.
Select a Group from the next drop-down, or create a new Group by selecting the blue "+" button and typing it in.
Add a "Lead Source Note" in the final field if you wish, and click "Ok" when you are finished.
There are two ways you can track how effective your Lead Sources are. One is from the page for the Lead Source, the other is from your Reports.
From "Marketing" in the Main Menu, select the "Lead Sources" icon.
Click on the name of the Lead Source you want to know more about.
Here you can see the details of the Lead Source, as well as the Campaign's results on the right side.
From "Reports" in the Main Menu, look under the "Marketing" category for the following four reports.
Accounts Referrals (Detailed): Details which Account converted and the Invoice they are associated with.
Included: Invoice number, name of the account that referred them, conversion totals, revenue from that Account
Accounts By Lead Source (Detailed): Details what Accounts were acquired by what Campaign.
Included: Campaign name, Account acquisition date, Company name (if applicable), total payment amount on the Invoice that the lead source is attached to
Campaign Results: Details performance of each Campaign.
Included: Campaign name, type, Campaign responses, conversions, conversion percentages, total revenue from Campaign
Invoices By Lead Source (Detailed): Details new and repeat customers.
Included: Date the Order was invoiced, Invoice number, total amount, Account name, Account information, and the grand total of Invoice BEFORE tax
