How to Use Instant
Getting Started with InstantHow to Create a Lead MagnetSet Up Your Lead MagnetNurturing Your LeadsTracking Pipeline & RevenuePromoting Your Lead MagnetOptimizing Your Landing PageInstant AcceleratorGo-To-Market Training
Go-To-Market 101PLG BlueprintCustomers 101Marketing 101Lead Generation 101GTM Tools 101Scaling 101Flywheel 101Pipeline 101Tracking Pipeline & Revenue
In this short training, I want to share with you the power of revenue attribution with Instant. Revenue attribution allows you to track and analyze the effectiveness of your marketing efforts by understanding which channels are generating leads and converting them into actual revenue.
With Instant, setting up revenue attribution is super easy and can provide valuable insights into your marketing strategy. So let's dive in and explore how to do it.
To set up revenue attribution in Instant, you need to connect it to Zapier. If you've already connected Instant to your email platform, you may be familiar with this process. Simply head into your Zapier account and create a new Zap.
There are two things you can set up with Zapier for revenue attribution. The first is when an opportunity is created, and the second is when revenue is generated. You can choose the option that best suits your needs and CRM integration.
Opportunity Attribution
For example, if you choose to set up when an opportunity is created, you'll select your CRM platform (e.g., HubSpot) and choose the trigger "New Deal." This step may vary based on your CRM, but the objective is to capture the creation of a new opportunity.
Once you have set up the trigger, you'll select Instant as the action. In the event, you'll choose "Log Opportunity." Here, you'll enter the email address associated with the opportunity and the pipeline value. Instant will then attribute the lead magnet through which the opportunity was generated and provide you with a clean report on the pipeline generated and its source.
Revenue Attribution
Similarly, if you want to track revenue generated, you can set up a second Zap. For this example, let's say we choose Stripe as the platform and select the trigger "New Payment" (you can adapt this based on your own payment system). In the Instant action, choose "Log Revenue." Enter the email associated with the payment and the revenue amount. Instant will attribute the revenue to the appropriate lead magnet and provide you with insights on your conversions and revenue generation.
In Conclusion
By setting up these Zaps, every time an opportunity is created or revenue is generated, Instant will capture the data and attribute it accordingly. This allows you to have a complete and accurate understanding of where your leads are coming from, how many opportunities are converting to pipeline, and how much revenue is being generated.
This information is invaluable for making data-driven decisions. For example, if you notice that LinkedIn is performing exceptionally well in terms of generating quality revenue, you may want to consider increasing your budget for that specific channel.
Revenue attribution with Instant provides you with insights into the effectiveness of your marketing efforts. By connecting Instant to your CRM and payment platforms through Zapier, you can accurately track and attribute leads, pipeline, and revenue to their respective channels. This information allows you to optimize your marketing strategy, allocate your budget wisely, and drive growth for your business. Onwards!
Launch Your Lead Magnet using Instant
Instant is a demand generation platform that helps you launch a high converting landing page for your Lead Magnet and promote it to generate quality leads.
>> Click here to launch your Instant Landing Page
Join Instant Accelerator
Build an incredible Lead Magnet for your Instant Landing Page that drives quality leads, builds trust with buyers, and accelerates your revenue growth.
Anyone can launch a Lead Magnet. But the quality of your Lead Magnet determines the success of your lead generation funnel. Inside of Instant Accelerator, we'll teach you how to craft an incredible Lead Magnet (we call this a Manifesto).
>> Click here to learn more about Instant Accelerator
← Previous