How to track marketing ROI by source from our website enquiries

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Adrian Kefford

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Jun 13, 2023, 9:33:12 PM6/13/23
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Hi guys,

We have a request quote from in our website which delivers leads from SEO/PPC etc. I Have these inquiries forward into the serviceM8 inbox from which I send quotes to customers.

How can I setup to track quote win rates by source and quotes won by value for customers that come in via the website? 

Note: I know this can be done by the "ServiceM8 Online Enquiry" but I would like to use my website's enquiry form which has a few more fields. Alternatively, is there a way to add more fields to the prebuilt ServiceM8 Online Enquiry plugin?

Cheers,
Adrian

Digital Data Designed, LLC

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Oct 26, 2023, 1:51:25 PM10/26/23
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Hello,

This can usually be accomplished by using a Badge or Custom Field to denote that the Job came from your website as a source. Then this data can be reported against.
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