Track Your Leadsources Across Opportunity Stages In Infusionsoft

Tracking your expenses and return on those expenses in your business should be at the top of your priority list.  I’ve blogged about Lead Source tracking in Infusionsoft on multiple occasions.  But, I’ve had a few clients over the last year or so that need to see the data a bit differently.  When you have a long sales cycle, it’s important to measure other factors in the meantime to see if you’re on the right track.  If you’re using sales stages in opportunity records, you could measure your expenses at each stage across your lead sources to determine your good and poor performers.

Here’s a quick video showing how this is done and why its so important. Click the image below to play the video.

Share your thoughts/reactions in the comments below.

About Tyler Garns

Tyler Garns is best known for his work as the Director and VP of Marketing at Infusionsoft, where he led the marketing efforts that produced massive results between 2007 and 2012. But he’s also been the “go-to” Infusionsoft guy for many of the top marketers and Infusionsoft users out there. His combination of technical skill, Infusionsoft expertise, and marketing experience make him one of the most reliable sources of business breakthroughs for Infusionsoft customers.

6 thoughts on “Track Your Leadsources Across Opportunity Stages In Infusionsoft”

  1. Hi Tyler,

    My company has been using Infusionsoft for about a year and our marketing team is starting to utilize the Lead Source and ROI Tracking report, but have run into one problem. Many of our customers are repeat buyers, so tracking by one lead source alone really isn’t working for us because we continue to acquire them in different ways.

    For example, if John at ABC Company finds us originally through a PPC ad and makes a purchase, that would be his lead source for that time/purchase. But, John may come back months later and make another purchase from an Email Campaign, which we will want to track also.

    Even though the contact has one original lead source, we still want to track the success of each campaign we run based on the revenue brought in for each new opportunity.

    Do you have any experience with this or have you found a solution that works for multiple lead sources?


    1. Brittany,

      Great question. This is where semantics start to get important. Lead source is literally, where did the lead come from. That never changes. What you’re referring to is called attribution – in other words, what caused the person to buy. Attribution shouldn’t be tracked in the lead source field. With Infusionsoft the best way to track attribution is through a system of tagging based on campaigns and then using the API to generate custom reports that show you the last campaign tag applied before a purchase. Its a bit of a work around, but that’s the best way currently. This is a very difficult problem for a software company to solve since everyone’s definition of attribution can be different. I think that’s why Infusionsoft has chosen to not try and solve the problem right now. That’s just me speculating. 🙂

  2. Hey Chris and Robert, sorry about the bad video embed. I’ve fixed it now. It was hosted on an old site that I’ve taken down. Good to go above now.

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