How to identify your customer touchpoints

How to identify your customer touchpoints

Touchpoints are any customer interaction with your business, both online and offline. Social media advertisements, Google AdWords, third-party referrals, or direct visits to your website are online touchpoints. Television and radio advertisements, pamphlets, billboards, tradeshows, and word of mouth are offline touchpoints.

Use the touchpoints feature in Zoho MarketingHub to find out which touchpoints are bringing visitors to your website and helping you generate leads. This information will let you identify the touchpoints that work best for you, and focus on improving those that are not performing well. 

User scenario

Deena is the head of marketing at funtrips.com, a travel agency. She does extensive digital marketing for her agency. She has run promotions on Facebook, LinkedIn, and Twitter. She also sends email campaigns to her leads. These are the touchpoints she creates through which her customers can interact with her business. She then wants to find out which of these touchpoints help her get more leads.

She notices that her posts on LinkedIn and Twitter are bringing in a lot of new leads, but her content on Facebook was not as effective as expected. She investigates the reasons for this and works to improve her content and extend its reach on Facebook. She also realizes that a lot of her leads are making purchases due to her email promotions, so she decides to expand her email promotions. Some other sites had recommended funtrips.com and she gained visitors from those sites. These sites are her referrals.
Now she knows exactly how her promotions are working and she can decide how to invest her time and money.

Getting started with touchpoints

To get started, you will have to connect your website with the web assistant in Zoho MarketingHub.

  1. From the Navigation toolbar, choose Web assistant and select Websites .
  2. Click Connect my website in the top-right corner of the page.
  3. Enter your website domain (e.g., zylker.com).
  4. Click Proceed to generate code.
  5. Copy the code snippet.
  6. Paste the code in your page's HTML code before the </body> tag. You need to paste the code into every page you want to monitor.

Once you’ve connected your website, you can view the touchpoints that brought leads to your website.


Tracking code

View your touchpoints

From the Navigation toolbar, choose Lead Gen and select Touchpoints .

Touchpoints are listed under three categories:

  • Source : the following sources will be listed here:
    • Digital ads
      • Google ads
      • Facebook ads
      • Instagram ads
      • Bing ads
      • Linkedin ads
    • Social media
      • Facebook
      • Twitter
      • Linkedin
      • Instagram
      • Tumblr
      • Pinterest
      • SlideShare
      • Reddit
      • VK
    • Other sources
      • Organic search
      • Review sites
      • Email campaigns
      • Referrals
  • URL : your own website pages will be listed here
  • Referral : any unknown sources will be listed here

Select a category to view. You will be shown the number of visits and the number of leads generated through the touchpoints.

Add your own touchpoint under sources

You can add a new touchpoint or group touchpoints under source to view a consolidated report.

  1. From the Navigation toolbar, select Lead Gen and choose Touchpoints .
  2. Click Add source in the top-right corner.
  3. Enter the following details:
    • Name : Give a name to your source.
    • Description : Describe your source for future reference.
    • Source URL : Enter the source URL or any keywords from the URL.
      For example: Source URL contains twitter.com or t.co.
  4. Click Create .

You can also create sources under each category by clicking Add new sources .

Add source

View touchpoint reports

  1. From the Navigation toolbar, choose Lead Gen and select Touchpoints .
  2. Select the touchpoint you want to see the reports for.
Summary

In this section you can view:

  • Visits: the number of visits made through the touchpoint.
  • Leads: the number of leads converted through the touchpoint. (The conversion here is subscription.)
Visits by time

View a graphical representation of visits by time and use this data to work out the time when the most visits occur.




Visits by location

View visits by location on a map and use this data to work out where most of your visitors are located.




User agent stats

View the browsers, operating systems, and devices used to visit your website. This helps you optimize your website for your visitors' hardware and software.


user agent stats

Do more with touchpoints 

Related topics 
Learn how to connect your website with Zoho MarketingHub. 

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