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How to Track Revenue Attribution for B2B Marketing

Max Mitcham · 909 words · 5 min read

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0:00Here we go guys. This is how I am

0:02creating revenue attribution

0:05granularized down to a specific post.

0:08Okay. And so what that basically means

0:10is in the world of marketing, we've

0:12always struggled to understand what was

0:15the actual post that converted someone

0:18to come to the website. And it's also a

0:22struggle to understand if they haven't

0:23come in via an ad to understand the true

0:26UTM of that particular person. Right? it

0:29will just be social media or LinkedIn or

0:32Facebook or whatever it is as a whole,

0:36not specifically it came from this sales

0:38rep or this marketing person's post or

0:41the founders's post. And the reason

0:43that's so important is a few things. one

0:45to be able to actually routt the lead to

0:48that particular person because you want

0:50them or that demo to speak to the person

0:53of where that person saw the original

0:55post because there will be a mutual

0:57connection and trust already there.

0:59That's the whole point of social media.

1:01Um, and two, it then incentivizes your

1:04whole entire company to start posting

1:05more if they're actually going to

1:07benefit from that as well, right? And

1:09three, you then can actually start to

1:12understand what content do you need to

1:14double down on that has the highest

1:16conversion rates. So to do this, I am

1:19using my two or three trusty steeds. Uh

1:23triggery being one to help us

1:25contextualize social data acting as our

1:27social intelligence platform. In this

1:30particular case, um we are going to be

1:32pulling um the actual engagement from

1:36particular posts. Atio as like our CRM

1:40and uh NA10 to power the workflow. Now,

1:43today's video I'm just going to show you

1:45the Atio side of things. But if you

1:47wanted a complete breakdown, I've got

1:49like a 10-minute video covering this

1:51that is going to be launching on my

1:53YouTube channel any day now. So, go

1:55ahead, just type in Max Mitchum's

1:56YouTube, subscribe, and that video is

1:58going to drop, which goes through

1:59exactly how to set this up along with a

2:01load of other stuff. So first things

2:03first inside of the Atio the reason I

2:06love ATIO so much is you can create

2:07custom objects uh

2:11super easily but also the attributes

2:14inside of these objects you can get very

2:15creative so you can do relationship

2:18based objects which means you can do the

2:20one to many. So for example

2:23here we have all of my uh LinkedIn posts

2:26coming into here I have the post itself

2:28if I wanted to read that obviously don't

2:30need to because I know what that is. I

2:31know when it's posted, but more

2:33importantly, I then have all of the

2:35engagement coming through. So, if you

2:37look at this, this is basically all of

2:39the people that are engaging with this

2:42particular post. So, these engagees, I

2:45guess, are bound to this post. That's

2:48why it's a one to many. The post being

2:51one, the many being the LinkedIn

2:52engagement. And if we have a look over

2:54here, we then have all of the people who

2:57is engaging whether they're commenting

2:58or liking with my stuff on uh LinkedIn.

3:01And I can actually see the comments as

3:03well flooding in here. So it's really

3:05really handy if I wanted to do a few

3:06things. One, maybe create some form of

3:09automations or campaigns out of this to

3:11understand if they're ICP or not because

3:14I can start to add, you know, different

3:17fields and whatever I wanted to do

3:19inside of here, right? So, that's great

3:21for sales, but from a marketing

3:23perspective, what's really cool is um I

3:27can then start to cross reference these

3:29people with the status of them, right?

3:32So, are they a lead? Are they a

3:34customer? Um have we sent any other

3:36emails to them? Who are they? What have

3:39we done? Because obviously this data is

3:40sitting inside of our CRM, which means I

3:42can start to join multiple fields

3:43together to give us that complete

3:45picture. Which means in theory if I hook

3:48up a tool like Vector

3:50uh if I hook up our form flow uh builder

3:54that we use, if I hook up our clerk

3:57which is already hooked up into Atio,

3:58which is any new user that signs up with

4:00triggery, I then can see, okay, hey, Joe

4:03Blogs first liked a post here and it was

4:07created inside of the system. Then they

4:09visited the website, which we can get

4:11through from Vector.

4:13then they actually signed up onto a free

4:15trial. So when it comes to attributing I

4:18then know okay well the actual post that

4:20they liked was XY Z and then I can start

4:23to actually create a report to

4:25understand

4:26what post and what was the content in

4:29that post has the highest conversion

4:32rates not from engagement because we

4:34don't care about that not from

4:36impressions because we don't care about

4:37that from an actual conversion

4:39perspective. And so you can start to

4:40double down then on the content that is

4:44actually converting at a higher rate as

4:47well. Um, so

4:49you want the full flow, sign up to

4:51YouTube. It's going to be in there. This

4:53is pretty cool. I really like this. This

4:54first time that I've actually connected

4:56it in this way. I was doing it a little

4:57bit more manly previously. So enjoy.

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