The marketing report lives under Reporting > Marketing and shows the traffic source that a lead came to Follow Up Boss from. Additionally, the Marketing report shows UTM information for leads that are routed to a Pixel integrated website into FUB.
Note a lead's primary Follow Up Boss source will show up under Reporting > Lead Sources.
Google Ads, Bing Ads, and Facebook Ads all (usually) include UTM information that we add into the Follow Up Boss marketing report. You can also add your own UTM codes to any online campaigns you run. The report can be set to view the first touch (i.e. where the lead originally came from) or all touch (which shows all events tied to a lead; this could include multiple sources for one lead).
Learn about UTM codes: https://www.weidert.com/blog/what-is-utm-code
UTM code builder: https://ga-dev-tools.web.app/campaign-url-builder/
The concept of the report is to show you where traffic is coming to your site from; especially the paid traffic (i.e. if someone spends $1000 in Facebook, Google, and Bing ads and our marketing report shows that Facebook has 4 times the amount of leads; it would be clear that Facebook is providing a higher value).
This information is also available on the report.
- Leads - these are people and if clicked will take you to the filtered set on the people table
- Appointments Set - This is the number of appointments created during the selected timeframe of the report
- Deals closed - self explanatory - at this time is just a number but long term plans to make a new list/report
- Deal Value - sum of the deals closed value
UTM data on lead profile
You can also find specific UTM data on individual lead profiles by hovering under Marketing Source.