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How to Track Leads from an Affiliate Campaign in Stack

Lead tracking is essential for the success of any affiliate marketing campaign. Automating the tracking of leads from forms, surveys, and calendars allows you to efficiently manage affiliates and ensure they are properly rewarded. This guide will walk you through the steps to track leads within your affiliate campaigns using Stack.

Table of Contents​

  1. Step-by-Step Guide: Track Leads in Affiliate Campaigns
  2. Important Notes for Effective Lead Tracking
  3. Conclusion: Optimize Your Lead Tracking for Better Campaign Results

Step-by-Step Guide: Track Leads in Affiliate Campaigns​

Step 1: Navigate to the Affiliate Campaign Page​

Start by going to the Affiliate Manager under the Marketing tab. Click on the Campaign Page to manage your campaigns.

Step 2: Click on Add​

On the Campaign Page, click the Add button to create a new campaign for lead tracking.

Step 3: Choose Sources​

Select Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to seamlessly track leads generated through your affiliates' efforts.

Step 4: Select Source Details​

Use the dropdown menu to specify the details of your selected source, such as a specific form, survey, or calendar you wish to track.

Step 5: Review Default Affiliate Campaign URL​

Review the default affiliate campaign URL generated for your campaign.

Note: If no branded domain is added, the URL will default to the system domain. You can add a branded domain by navigating to Settings > Business Profile > Branded Domain. Once added, all URLs will automatically update.

Step 6: Enable Pay Per Lead (Optional)​

To reward affiliates for each lead they generate, enable the Pay Per Lead option in the Commissions tab. For more details, learn more here.

Step 7: Optional Steps​

Customize your campaign further by adding descriptions, assigning affiliates, and adjusting additional settings as needed.

Step 8: Publish the Campaign​

After reviewing and finalizing your settings, click the Publish button to make the campaign live.

Step 9: Track Leads​

Once the campaign is live, leads will be automatically tracked under each affiliate's profile. Go to the Leads tab to view leads from forms, surveys, or calendars. Use the Source field to identify each lead's origin.

Important Notes for Effective Lead Tracking​

  • Custom Embed/Iframes Are Not Supported: Ensure forms, surveys, or calendars are added as components inside a funnel or webpage for tracking to work. Proper integration into the funnel is necessary before using it as a source in your affiliate campaign.
  • Branded Domain Requirement: To reflect your branded domain in affiliate URLs, add a branded domain in Settings > Business Profile > Branded Domain.

Conclusion: Optimize Your Lead Tracking for Better Campaign Results​

By following these steps, you can seamlessly track leads from forms, surveys, and calendars in your affiliate campaigns. Automating this process saves time and ensures accurate reward distribution for affiliates' lead-generation efforts. Implement these best practices in your next campaign and watch how automating lead tracking helps scale your affiliate efforts efficiently!

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