Associating a Customer With a Campaign
When you associate a record with a campaign, you can track the revenue generated by that campaign. You can also track the number of leads, prospects, and customers generated.
You can select a lead source manually on a customer record, or you can automate the process through online customer forms.
To use online customer forms to associate customers with campaigns:
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Include the Lead Source field on your online customer form.
To keep this transparent to your customer, make the Lead Source field a hidden field on the form.
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In the link to this online form, append the URL with the lead source parameter.
You can pass the campaign ID or the name of the campaign through this URL. The link should use this format:
http:/youronlineform.com&leadsource=TheCampaignID
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Provide the link to customers. You can include this link in campaign email or link to this form from an internet ad.
When a customer submits your online customer form, the created or updated record displays the campaign selected in the Lead Source field.