Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Using lead sources to track ROI

There is a fairly popular John Wanamaker quote floating around the Internet that reads as follows:

"Half the money I spend on advertising is wasted; the trouble is I don't know which half."

What he is referring to is his inability at the time to track which marketing assets were providing a return on the investment.

Fortunately, thanks to Infusionsoft, we can track the cost for different lead sources, which can be used for native Return On Investment (ROI) reporting right in the software.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. Hover over the main navigation, and in the Marketing column, click on Lead Generation:

  2. In the Lead Sources section, click on Create Lead Source:

  3. Give the new lead source a name and a description and then click on the green Save button at the bottom of the page:

  4. After the page reloads, click on the Expenses tab at the top:

  5. Click on the Add Expense button:

  6. Log the cost for this particular...