With the ability to sift, sort, and display your lead data across 70+ data points in just a few clicks, Lead Manager and reporting in WhatConverts are already highly customizable.
That being said, some clients may have highly specific form fields that just don’t match up with typical lead data.
Form fields like:
The possibilities here are literally endless.
Luckily, Field Mapping in WhatConverts makes it easy to bring that niched data into your Lead Manager and reporting, so you can quickly spot insights and show your clients the metrics they actually care about.
Plus, setup is a cinch.
Let’s say you’re an agency running ads for an HVAC client. You have 5 campaigns on Facebook, 5 on Bing, and 5 campaigns running on Google Ads—all leading to a landing page with the same request quote form (name, location, which service, etc.).
Out of the box, Lead Manager makes it easy to see marketing attribution down to the campaign and keyword.
But you may also want to know which channel is generating leads interested in the highest-value service filled out in the quote form. WhatConverts doesn’t display this information automatically.
With Field Mapping, you can include your quote form’s “Service” field right in the Lead Manager and you can report on that field just like any other dimension.
So for instance, Field Mapping can show you that Bing and Facebook ads tend to generate leads interested in AC maintenance, a relatively low-value service. But you can also see that Google Ads tends to generate leads looking for AC installation, a much higher-value service.
As a result of these insights, you can now decide to put more of your budget into Google Ads so you can attract more high-value leads.
Field Mapping is great for adding customization to your lead tracking. And it opens up the door to more impactful insights and better marketing decision-making.
To set up field mapping in WhatConverts:
1. Log into your account and select the profile you’d like to create field mappings on.
2. Here, you’ll see all of your current Mapped Fields. Select “+ Add Field Mapping” to create a new Field Mapping.
3. Choose a name for your Field Mapping and select “Next Step”. This is how it will appear in the Lead Manager and in your reporting.
4. Choose which values from your form you’d like to be included in your Mapped Value and click “Finish”. You can also map multiple form values to the same Mapped Value within WhatConverts.
5. After creating a new Mapped Value, you can edit it at any time from the Field Mapping main menu.
6. You can now organize leads by your new Mapped Value in the Lead Manager just like any other column. You can also report on it as if it were any other dimension.
For more detailed information on how to set up Field Mapping, be sure to check out the help article below.
Our support team is happy to help you set up your Field Mapping.
Alex Thompson is a professional copywriter and content writer with a passion for turning complex ideas into digestible, educational content that keeps readers engaged. He specializes in content marketing, SEO, and B2B marketing.
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