Integrating lead information from one system such as Google Adwords into a CRM like Salesforce is definitely not a new topic, especially since the Salesforce-Google Adwords integration has been announced for a while now.
I want to highlight the steps required for a seamless integration, as well as a few additional pro-active steps you want to take to keep your Google Analytics data clean. The same concept would apply to other analytics tools you might be running. As Avinash always reminds us, data accuracy is always one of the biggest challenges in web analytics.
Here are my steps:
- Create Adwords and Salesforce accounts.
- Link Google AdWords with Salesforce.
- Exclude SalesForce parameters from Google Analytics.
- Set up AdWords lead tracking.
- View report.
1) Create Adwords and Salesforce accounts
You need to have a Google AdWords account and a Salesforce account before you can integrate them.
2) Link Google AdWords with Salesforce
- In Salesforce, click the Google AdWords Setup tab.
- Enter your AdWords customer ID and login e-mail.
3) Exclude SalesForce Parameters from Google Analytics
When Salesforce performs its integration with AdWords, it appends parameters (_kk and _kt) to all destination URLs in your AdWords account. We suggest that you strip these query parameters out of URL to insure no duplicate entries in your Top Content report.
To strip the query parameters, please follow these steps:
- Login to your Google Analytics account
- Go to “Profile Settings” and then click “Edit”
- Exclude the following query parameters: _kk and _kt
*A note for AdWords managers. Keep in mind that when Salesforce appends the destination URLs with its _kk parameters, this is actually “editing” your AdWords ads and the stats associated with these ads will now reset, according to how Google AdWords works.
4) Set up AdWords Lead Tracking
- Back in SalesForce, click on the Google AdWords Setup tab.
- Click on the “Set up Lead Tracking” button.
i – Create a Web-to-Lead Form
- Click on the “Create Web-to-Lead Form” button
- Add the form to your page
<META HTTP-EQUIV="Content-type" CONTENT="text/html; charset=UTF-8"> . . . <form action="https://www.salesforce.com/servlet/servlet.WebToLead? encoding=UTF-8" method="POST"> <input type=hidden name="oid" value="xxxxxxxxxxxxxxx"> <input type=hidden name="retURL" value="http://www.mysite.com/thankyou.html"> <label for="first_name">First Name</label><input id="first_name" maxlength="40" name="first_name" size="20" type="text" /><br> <label for="last_name">Last Name</label><input id="last_name" maxlength="80" name="last_name" size="20" type="text" /><br> <label for="email">Email</label><input id="email" maxlength="80" name="email" size="20" type="text" /><br> <input type="submit" name="submit"> </form>
ii – Add the Salesforce Tracking Code to the Website
Add the following tracking code to every page of your site right before the </BODY> tag
iii – Test Your SalesForce installation
By clicking the “Test your Setup” you will be able to test the installation of the codes in step i and ii
5) View report
This report gives an overview of the leads submitted to SalesForce from your website
For more detailed information, click on each lead and learn more about the lead source