The marketing report tracks lead traffic to determine which platforms have a high value and what to focus on, especially the paid traffic.

For example, if someone spends $1,000 on 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. 

Finding the Marketing Report 

To locate the marketing report, go to Reporting > Marketing.

Filters and Features

• Export Report: Export the marketing report
• Marketing Type: All marketing (all events tied to a lead) or first touch (where the lead originally came from)
• Time Frame: Select the desired time frame 

Marketing Columns 

• Platform: Name of the marketing source 
• Leads:  Number of contacts from the marketing source, click the number to view a list of these contacts
• Appointments: Number of appointments made with contacts from the specified marketing source 
• Deals Closed: Number of deals closed from the specified marketing source 
• Deal Value: Sum of the deals closed value 

UTM Codes

Google Ads, Bing Ads, and Facebook Ads all (usually) include UTM information that we add to 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
UTM Code Builder

UTM Data on Lead Profiles

You can also find specific UTM data on individual lead profiles by hovering under Marketing Source. This information includes the platform, source, campaign, term, medium, and content.