Category Archives: Blog

I’m Back And I want to give you money.

Arnold always tells us if he’s coming back, and best of all, we know when he’s back.

Salesforce returning visitor feature - like Arnold saying I'm Back

Don’t you wish your leads told you every time they came back to your website? Well, with Daddy Analytics, they do!

We’re currently beta testing a feature that creates a chatter post every time someone returns to your website. Wow.

Chatter updates for returning visitors in Salesforce

You can see these chatter posts on the Lead Record, or by going to the Chatter tab and clicking Feed > All Company on the left of the page. I think we’ll add a chatter hashtag #daddyanalytics to the posts so you can find all of them. I was tempted to make the hashtag #imback or #iwanttogiveyoumymoney but we had to be a bit more serious and think of branding.

Enabling this feature

If you want this feature during the beta testing, go to your Daddy Analytics Setup tab, look at the bottom of the page for a tiny underlined dot. Click it, and then check the box for “Beta Features”, and click Save. Leave the rest of the settings alone unless you want to mess up your org!

(don’t see the tick box for “Beta Features”? You probably don’t have Chatter enabled. You have to enable that first, and then email us and we’ll update you to the latest version)

Caveats – this is a beta feature, and will be changing as we refine it. And, we haven’t set pricing, though we think this will be at the Enterprise Level. Which means customers on our old pricing will want to upgrade to Enterprise. Luckily, you won’t be paying the full Enterprise price as we’ll reduce the minimum licenses – existing customers can keep however many licenses you have now.

Using FormAssembly to Automatically Attach a Campaign to your Leads in Salesforce:

Many thanks to Jimmy, whose company Plum Heating and Cooling provides Evaporative Cooling in Melbourne, Australia.

The following post explains how to use Daddy Analytics and FormAssembly to autopopulate the Campaign of your Leads. To do this, you must of course have FormAssembly as your Web-to-Lead form, and Daddy Analytics.

Warning – this is a technical article, and is intended for Salesforce administrators.

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FormAssembly Integration with Daddy Analytics

A common question we get asked is, “Can you Integrate with FormAssembly?” And we’re happy to say that yes we can. We have customers happily using Daddy Analytics and FormAssembly on their websites already, with data from both flowing into Salesforce.

A lot of our customers prefer to use a dedicated form tool like FormAssembly because it offers so many features above and beyond things like the Salesforce Web to Lead form. It offers point and click integration with Salesforce, and you don’t have to be highly technical to do some impressive stuff.

You can drop data into not just Leads but any object, including custom objects. It has built in connectors to PayPal and other companies to allow you to receive money. Plus, FormAssembly’s pricing is a low, affordable monthly rate that’s the same no matter how many forms you submit.

There’s a ton of info on FormAssembly’s website. We recommend you check them out if looking for a more comprehensive form provider! And if you are looking for more technical details on how to integrate Daddy Analytics with FormAssembly, our support site has an article.

Beware of Unexpected Abbreviation

We’ve been doing some internal testing of our systems – reading every line, clicking every button, filling in every form, and receiving every email our customers get.

And we discovered that Google Apps Gmail abbreviates the sender of the email after an awkward number of characters, given my name and our company name.

So Stony Grunow, Daddy Analytics becomes

Daddy Analytics email abbreviation on gmail

We’re thinking that this isn’t the best thing for people to see when they get their first email from us! Perhaps it’s time to re-arrange some words.

Updating Salesforce Lead Source

A couple people have asked us to implement a feature in Daddy Analytics, so we’re just testing the beta version of a new feature we’ve added this into Daddy Analytics!

Salesforce for Google Adwords would automatically update the Lead Source with one of several variables, such as Web Direct, Web Referral, Organic (with Search Engine) and Google AdWords. This was based on several criteria of the incoming Lead.

Well, we’ve managed to replicate¬†that entirely, and to make things easier for users, that can be turned on or off with a single click. And, we’ve set it to only update the fields if they are blank. So you can override this by simple setting your fields through other methods.

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Integrating Salesforce and Google Adwords

Digital Marketers usually integrate Salesforce with Google Adwords to measure the ROI of Adwords spending. Marketing knows they are spending money on Adwords, and they know that leads are coming in from Google Conversion Tracking, but the don’t know which leads came from Adwords, and they certainly don’t know which leads came from which Keyword, Campaign and Ad.

Google Adwords Revenue Question mark

Once you can connect Adwords to Salesforce, not only do you know which Leads can from which source, but you can reverse the question and ask “How many Leads came from this Keyword (that we spend X dollars on)”. You can further ask “How many qualified leads, how many oppportunities, and how much revenue came from this Keyword”. That final question is the holy grail of questions, as from this you can determine your bidding strategy on Adwords. Knowing your true Client Acquisition Cost and your Adwords ROI down to the keyword allows you to do so many things – spend less but bring in the same revenue, or spend the same and bring in more revenue, or chose the right keyword to beat out the competition that lacks your ROI knowledge.

We offer two tools so you can integrate Adwords and Salesforce. They do slightly different things, which is why we recommend, and internally use, both tools. Daddy Offline Conversions is our free, lightweight app that gets Salesforce Conversions into Google Adwords, which helps Enhanced Cost Per Click (ECPC) and also Adwords’ Conversion Optimizer. Daddy Analytics is our powerful analytics tool that allows you to see Adwords data, and run reports on this data, in Salesforce. Daddy Analytics also increases Sales by providing behavior history and return-to-website alerts.

Wondering where your leads really come from? Daddy Analytics tells you.

Wondering where your leads really come from? Daddy Analytics tells you.

Sending Adwords to Salesforce

If you’re sending your Google Adwords data to Salesforce, then you can see which of your Salesforce Leads came from Adwords vs other marketing channels, and you can also see which Keyword, Ad, and Campaign those Leads came from. Equally, you can run reports in Salesforce looking at the marketing channels and see how many leads, qualified leads, and converted leads come from each one.

More importantly, you can also see all of your opportunities and revenue broken into categories by marketing channel. Without Daddy Analytics, it’s difficult, if not impossible, to answer the question, “Where is our money coming from?”

With Daddy Analytics, that question can be answered down to the keyword, ad and campaign of Adwords or any other marketing source. And once you know the revenue per marketing channel, you can determine the ROI.

If you’d like to try Daddy Analytics you can sign up for a free trial today! No credit card required.

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Getting Salesforce data into Google Adwords

As well as getting our Adwords data into Salesforce, you can do the reverse – get your Salesforce data into Adwords, through Google’s Offline Conversion import feature, introduced by Google in September 2013.

You don’t need an app to do this, as it’s just a matter of importing a spreadsheet into Google Adwords, but both the setup and spreadsheet creation is tricky so we’ve written an app, Daddy Offline Conversions, to help.

A lot of people ask, “Which one should I use?” and we always answer that we use both Daddy Analytics and Daddy Offline Conversions, and recommend you use both. Why? Offline Conversions is powerful, but has limitations.

Offline Conversions benefits:

  • Free
  • ROI data available in Google Adwords itself
  • Assists with Enhanced Cost Per Click (ECPC)
  • Assists with automatic Conversion Optimization

Offline Conversion Limitations:

  • Limited to Adwords – doesn’t track other marketing sources
  • No help to your Sales team – they won’t know what prospects searched for
  • Delays – you have to wait until your sales cycle completes before getting information
  • Information limited to positive conversions, but no data available on lost sales

If you’d like to use our free app to get your Salesforce conversions into Adwords, you can download Daddy Offline Conversions from the AppExchange today.

Salesforce Web-to-Lead Spam

If you have a Salesforce Web-to-Lead form up on your website, then you have probably experienced the headache of Salesforce Web to Lead Spam. Be it Viagra, mortgages, or mobile phones, someone must be convinced that Sales and Marketing would rather visit innaprioriate sites then do their work.

(OK, maybe not so far fetched)

Salesforce usergroups are full of people complaining about it, but Salesforce has yet to do anything. But how do we get rid of it? Continue reading