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Clearview Deep Dive: Referral Tracking

 

Welcome everyone to a series on some of the more advanced features in Clearview Social, aptly titled Clearview Deep Dive! This is Eric Adams, Lead Engineer for Clearview Social, and I'm here today to walk you through Referral Tracking.

Why would I use Referral Tracking?

If you are sending important content throughout your organization to share to social media, you might start to ask questions about how this content drives business. You may have asked one of the following:

  • How can I tell if sharing brings in new leads?
  • How can I tell who is bringing in the most new business?
  • Can our website track whose shares are being clicked?

Clearview Social provides several solutions within the software to track some of these metrics. However, there are a number of use cases where you will want to track these metrics on your own site, such as:

  • Creating Leads in Salesforce
  • Creating Segments in Google Analytics (or another analytics product)
  • Displaying custom messages to your website's viewers

When you want to internally track the success of your organization in generating leads and business through Clearview Social, Referral Tracking is the feature that will meet your needs. So let's dive in!

 

How do I set it up?

If you are an administrator for your organization through Clearview Social, you can set up Referral Tracking for individual links through our Queue Builder. Once you have added an item to a Queue, click on the Link Icon at the top of the Queue Item:

 
In the Link Editor, click "Referral Substitution Fields Tips" to see a sample of a link with a referral field added. In the instructions you will see available parameters that can be added to the URL. When these parameters are added to a URL, they will be substituted with the information of the Clearview Social user who shared the queued item. Code on your site that listens for these fields can attribute credit for referrals, sign ups, etc. The fields are:

  • CLEARVIEW_FNAME - The first name of the user
  • CLEARVIEW_LNAME - The last name of the user
  • CLEARVIEW_USER_EMAIL - The email address of the user

Once you are done editing the URL, click "Save" to update the queued item with the new URL.

 
Once you have updated the Queue items you would like to track, you can send the Queue out as you normally would. No additional steps are required in Clearview Social!

Where do I see the referral fields?

Once the Queues are sent out, each user's unique link will contain their first name, last name, or email address (depending on how you modified the URL). When they schedule a Share, any clicks on that Share will redirect to a URL that includes the original sharer's info.

For example, if I shared the link edited in the screenshot above, users would be redirected to the following URL:
http://www.fromthecodemill.com/referral-tracking/?first_name=Eric&last_name=Adams&email=eric@clearviewsocial.com

From a URL you could do any of the following:

  • Create a form that uses these fields as a part of their input, or as hidden form fields
  • Implement logic in your Blog or CMS to track those fields in a referring URL
  • Notify the user that shared the post that they have a lead
  • and much more!

How can I test this out?

If you have a Clearview Social admin account, you can try out Referral Tracking using this demo. In this demo, we simply add the fields from the URL to display on the page. That is just the tip of the iceberg of tracking possibilities using Referral Tracking. We will also have blogs and demos in the near future of both Conversion Tracking and Tagging & Tracking, so stay tuned!

 
Happy Sharing - and Blogging!

 
Eric is a Lead Engineer for Clearview Social. He has worked in the web development world for more than 15 years. He's done time as an author and speaker, and is the organizer of the JavaScript Meetup Group, BuffaloJS.

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