Q: Can TrackingingDesk help with tracking offline (phone) sales?
Let me give a specific example to clarify my question: Let's say I'm running some Facebook and Google ads for a client. The ads go to a landing page, then the landing page invites the prospect to fill out a form application (like through Wufoo Forms, or Typeform), then if the prospect is deemed to be a good candidate, they get on the phone with my client's sales team to complete the sale.
When offline phone sales are completed, would I be able to search for the buyer by name within Tracking Desk and determine if they originally came through a specific FB ad or Google ad for instance, or if they instead came through organic search or other social media efforts?
There are many moving parts here: Paid ads, landing pages, forms, and then an offline phone sale.
Does TrackingDesk actually store people's names when they enter the system so that the marketing can be linked to an offline phone sale?
Or is this beyond the scope of what TrackingDesk is meant for?
Thanks so much for your response,
David
Laurent_TrackingDesk
May 14, 2024A: Fantastic question David!
First and foremost, we don't track user data. This data is stored in typeform and pushed through your crm for the sales rep to finalize the deal.
What we do instead, we will tag the user with a dynamic value when such user first interacts with your ad (fb, adwords or organic. This tag will be sent as a hidden field to your form and follow through with a webhook or integration between the form and your crm.
The webhook can fire a first conversion toward Trackingdesk - lead, and when the sales is done, the crm can also fire a webhook toward trackindesk with the sales value .
When conversions are received, the unique tag that was initially set on the user will come back to TD so we can attribute it to the initial click (gclid, clickid etc..) which will tell you exactly what was the source (keyword and any other attribute) of the conversions.
And yes, all those moving parts are tracked by TD.
Hope that answers your question.

Verified purchaser
Thanks Laurent!
So to clarify: TD tags the user with a dynamic value, a unique value gets connected with the form through a hidden field, which gets passed through to the crm either through a webhook or integration between the form and crm.
Therefore, the dynamic value in TD which is connected to where the lead came from gets connected with the actual person in the CRM.
Right?
One more question: Does TD just track the original touchpoint with a client, such as if they first came from organic or FB ads, or does it track all touchpoints along the way? For instance, if someone first interacts through organic but then gets influenced by FB retargeting, will that be passed by TD dynamic value through the form to the CRM?
Thanks!