Tips & Tricks – Page 3 – SegMetrics Training Hub

“Determining first touch attribution months or years later?” | Integrate Your Data & Analyze in Minutes

Discover how to determine your lead attribution – even months or years after a lead has entered your funnel. With SegMetrics, you can say goodbye to guesswork and hello to data-driven decision-making.

Inside SegMetrics: Long-term first touch attribution

Unlock the power of SegMetrics to determine your lead attribution – even months or years after a lead has entered your funnel. Learn how in this focused screen share session.

Optimizing ad conversions with SegMetrics

Discover how to determine and optimize your ad attribution – even months or years after a lead has entered your funnel. With SegMetrics, you can say goodbye to guesswork and hello to data-driven decision-making.

Tagging Guide — Lesson 4 – How to Track Tags in SegMetrics

Lesson 4 shows the importance of translating data into actionable analytics and highlighting the significance of tags in tracking revenue. It also explains how nurture tags in CRMs or ESPs are used to identify leads with specific tags within a date range.

Tagging Guide — Lesson 3 – How Applying Tags in CRM Helps Track the Customer Journey

Lesson 3 discusses the process and benefits of applying tags in a CRM to track the customer journey. It also covers manual tagging subsets and the actions that can be taken, as well as an automated way of tagging based on triggers like opting in or submitting forms on a website.

Tagging Guide — Lesson 2 – Tagging Best Practices

Lesson 2 emphasizes the importance of categorizing tags based on hierarchies and milestones within a funnel or workflow, particularly for customers, products, and touch points. It also highlights the value of touch points as a tag category for understanding individuals’ progress, and stresses the significance of tracking sales calls as a milestone.

Tagging Guide — Lesson 1 Using the Tagging Guide

Introducing the ultimate tagging guide as a blueprint to understand how leads move through the funnel and emphasized its importance in optimizing marketing strategies. Learn the two key reasons for tagging people: building a lead database for actionable analytics and serving highly relevant marketing based on interactions with the brand. This video explains how to use the tagging guide by identifying relevant tagging categories and maintaining consistency in tagging conventions to effectively segment and target leads.

Sales Velocity Report

The sales velocity report is essential and valuable for businesses, with a focus on monitoring time until purchase and lead value cohort to identify bottlenecks and budget for ad spend effectively. Understanding lead value over time is crucial for managing cash flow and achieving a positive ROI from ads, with a specific focus on the lead value cohort for tracking lead value over time.

Funnels Report

Learn more about the significance of the funnels report in understanding customer behavior and transforming marketing strategy. This video includes instructions on configuring the base step for the top of the funnel and monitoring lead engagement in the middle of the funnel to nurture leads effectively.

Unleashing the Power of UTMs in SegMetrics Mastering Tracking and Reporting for Data-Driven Insights

In this video, we unlock the full potential of UTMs and revolutionize your tracking and reporting game in SegMetrics. From the fundamentals to advanced strategies, we’ll equip you with everything you need to know to leverage UTMs effectively. Discover how UTMs can work wonders for tracking in SegMetrics, and learn the hassle-free method of creating links and UTMs using SegMetrics’ Tracking Links feature. Gain pro tips on naming UTMs for consistent and clear tracking, and unleash the full power of SegMetrics’ reporting capabilities to extract invaluable insights that drive informed decision-making.