Optimize your Lead Source with these 5 Best Practices

Share :

A lead source is basically the source via which your prospects have found your product or services. This information is crucial for lead management and also aids in measuring the buyer’s journey. By doing so, you will identify what works for your marketing strategy and what is not.

Sometimes, starting with lead optimization,  may work for you when you implement your marketing automation platform.  Even so, you can always try something different. Identify the channels that drive a lot of leads. It will help you lead positioning, categorize, simplify, and identify insight into what you want to do with lead effects.

Below are five best practices to optimize your lead source.

lead source best practices, lead source analysis

#1 Classify your leads differently

Do not be one of the marketers that simplify or complicate lead source marketing too much. Look at numerous ways that your marketing organization generates leads. Have your lead channels aligned as per your program channels to keep a close eye on lead optimization. These can be tradeshows, web-organic, e-conference, web-PPC, webinars, and content syndication. The natural sources of lead has to be the first channel that generates the leads you get. Ultimately, it will show you what makes your marketing funnel. You can automatically upgrade or downgrade your leads within a list within your marketing automation tool like in Aritic PinPoint.

#2 Ensure your lead source remains constant

When a lead comes to your instance, assign a lead source and do not change it afterward. If there are duplicates in your lead practice, it is advisable to use the earliest lead effects.

#3 Your opportunity reporting has to utilize lead source activity

Lead sources will always give you an insight as to where you best won opportunities originate from. When you have a lead source that is solid, you will be able to analyze earned opportunities of lead positioning that are closed. By using an advanced report builder, you will also be able to know which programs had significant influences on their actions. When you have such data, you will see the content and asset that are relevant to the leads. This will depend on the lead effects. Through this, you will be able to increase the number of opportunities you will win in the future. 

#4 Lead source and campaign naming have to be separate

Do not use the first campaign name which engages the lead as your lead effects  as some companies do. Use your natural sources of lead  as an aligned label and a broader marketing channel. Campaign names are not static, and your instance can scale at any time. Do not make it difficult to maintain the conventions of campaign naming which consequently makes it difficult to report in the future. For instance, within Aritic PinPoint, you can create a segment based on specific contact source. 

lead source, lead source categories

#5 Make everything simple

For the channels that capture your leads, the natural sources of lead  has to be short and precise. It may be hard to have different classes of tradeshows, conferences, or emails. Therefore, leave the specifics away from the lead sources and effects. Take your lead source tracking to be your primary source of incoming leads for lead positioning. Consider the use of program tags or extra fields like parent lead source to get more incisive roll-ups or details of the lead source to get insightful drill-downs.

It is always advisable to incorporate lead source best practices with a new instance. Even so, you can check your lead source acquisition channel to identify when there is a need to change things. Define your channels and give yourself a new start. You can leave the previous lead source fields as your legacies. Alternatively, you can run batch campaigns that will help in transforming old values into valuable incisive fields. Through this, you will be able to identify the ROI of the various program types. You will also identify the lead sources and effects that are most valuable and understand the lead effects.


Pritha Bose is the Senior Marketing Content Specialist at Aritic where she writes and edits for their marketing and sales blog. She is an avid reader and a social media enthusiast. On the flip side, Pritha thinks the whole world is an artificial simulation, and one fine day the skies will open up and she will see who controls it.
You may also like
GDPR Compliant Marketing Automation Solution
GDPR Compliant Marketing Automation Solution
Marketing Automation Workflow Mistakes (1)
9 Deadly Marketing Automation Workflow Mistakes You Must Avoid [+ Ready-to-use Workflow Templates]
  • Russell Miller
    3 months ago

    Great work, Pritha, it’s an informative piece of you have written here. Any marketer should follow these email marketing strategies. Thank you!

  • Lois Peterson
    6 months ago

    Amazing article. Loved the suggestions you offered to optimize the lead source. I will try these email marketing strategies in my business!

  • Jesse Adams
    7 months ago

    Great article! The lead source data help marketers channelize their best leads so that it can change the dynamics of every business.

  • Peter Brooks
    8 months ago

    Lead Source can change the entire dynamics of a business. I will practice the steps suggested by you.

  • Christina Bailey
    9 months ago

    Well-written Pritha, lead source data is a vital element for any marketing campaign.

  • Catherine Jackson
    11 months ago

    Loved this post, Pritha for updating information about the Lead source data which is a particularly important set of data for the marketing campaign.

  • Matthew Jenkins
    1 year ago

    If you don’t want any website visitor slip away from you, then you must follow the tips written in the article and depend upon leads to close sales and grow your business. Good post.

  • Shirley Cook
    1 year ago

    Lead Source data is a particularly important set of information. It tells marketers which channels their best leads come from. It can change the dynamics of a business. Implementing the practices you have suggested will sure shot work.

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.