Source Performance is one of the most critical components of a successful business that must be maintained with regular usage. Everyone using BoldTrail should have a definition for which leads belong where using different combinations of hashtags and statuses.
Thinking about the face value of these tasks may seem overwhelming. However, consider that most of your tasks, emails, and texts can be automated with the proper implementation of these hashtags and statuses. The possibilities are endless when it comes to automation and BoldTrail.
The Source Performance Interface
These three components come together in the Lead Source Performance Interface
Lead Source - These sources are defined whenever New Leads or contacts are created/generated and fed into BoldTrail. They tell you very clearly where and how a lead ended up in your system, ranging from any marketing campaigns you are running to when an individual Agent enters one manually. To learn more about lead sources, click here.
Hashtags - These are labels that you can use in conjunction with sources to help define leads in a more granular fashion. Because they are so specific and easy to use, you can leverage them to automate different functions in the system. For example, the leads that come from a specific source may also arrive with a hashtag, which then triggers a smart campaign that is specific to that source. To learn more about hashtags, click here.
Status - Statuses are pre-defined in the system. They help you define your pipeline and can work in conjunction with hashtags to trigger different functions within BoldTrail. In fact, the same hashtag can be used with different statuses for different contexts. It can be as complex or as simple as you need it to be. The pipeline within Vitals is defined by status. As such, you can utilize it to oversee the health of your business and help identify different areas or processes that need attention.
Use these controls and filters to create your report.
Scope - Change the perspective of the information below by limiting it to a specific entity if desired. Do you want to see how the entire company is doing or just one team or office? Please Note: Only Admins can change the scope based on their Admin permissions.
Date Range ('Contacts Created') - Change the timeframe of the information below with this menu.
Date Range Update ('Update)' - Click this after changing the timeframe.
Group By - Choose by what grouping you want to display data points for.
Source - This is the name of the source that generally is defined by where the lead originated. For example, if you are running ads with squeeze pages, you will set the source name for that squeeze page, so you know where those leads came from.
System Source - This is the name of the source that the system sees at the point of creation. It is not so much about defining where the lead originated from, as much as it defines how they became a lead. For example, did they sign up on the Team or Agent website?
Hashtag - Choose any hashtag you can access in BoldTrail.
Sources Selector - Select and de-select the sources you want to be displayed below, of the type chosen in the Source List (4).
Source Update - After changing the sources (4, 5) you want to see in the report below, click this button.
The Source Performance Report
The main purpose of the Source Performance report is to compare different contact sources in BoldTrail to each other in order to monitor their performance.
Using Source Performance you can determine how many leads are being generated, and of those leads generated where they stack up in your pipeline, defined by lead statuses.
The Source Report report itself will clearly display each source, the totals for each source, and each total broken down by lead status.
Exporting Data
A report of the data included in the source breakdown can be downloaded as a CSV file by clicking the blue "Download Report" button on the right side.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!