Automate What Works, Cut What Doesn’t

Discover a simple way to automate revenue tracking and cut waste.

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How to do more of what works?

Success comes from focusing efforts on strategies proven to deliver results.

Now you're collecting all of this data, and now, in a month's time, you can look back and go, great, where's all my customers? Let's look at their original source and you can see what is bringing in buyers. When you put a post here or when you advertise there, this is where those people are coming from originally when they buy.

Takeaway:
  • Regular data analysis guides effective marketing decisions.
  • Focus on channels that show higher buyer conversion rates.
  • Adjust strategies based on data to optimize performance.

What is the benefit of unique links per channel?

Unique links help you attribute leads and sales to specific marketing efforts.

Each of the locations that I could possibly be getting brand new leads from is given a brand new link... This allows you to look back weeks, months, years into the future and look at where did my subscribers originally come from.

Takeaway:
  • Assigning unique links simplifies tracking and analysis.
  • Enables long-term assessment of marketing channels.
  • Helps in strategic planning based on historical data.

How to set up automations for source tracking?

Automations ensure accurate data collection without manual intervention.

You set up an automation that will put the recent source into the original source field unless there's already something in there... So do not allow it to overwrite that field, the original source field.

Takeaway:
  • Use automation tools in your email platform to streamline tracking.
  • Prevent data overwriting to maintain accurate original source info.
  • Automate data capture for efficient marketing analysis.

How to focus on what's working?

Maximizing success involves doubling down on strategies that yield the best results.

But what we did notice is that our podcast was bringing in the most customers for us. So what do we do? We doubled down on making the podcast bigger, better, getting more people to hear it because it turned into actual paying customers.

Takeaway:
  • Identify top-performing channels through data analysis.
  • Invest more into successful strategies to boost results.
  • Use insights to guide future marketing initiatives.

When to stop investing in underperforming channels?

Focusing on high-performing channels maximizes ROI; knowing when to cut losses is crucial.

In six months, that entire investment resulted in one paying customer... It was a big time suck that wasn't bringing us back any return on the time or the monetary investment... And I'll tell you now, it took me far too long to pull the trigger on saying enough is enough.

Takeaway:
  • Regularly evaluate channel performance based on data.
  • Be willing to discontinue efforts that aren't yielding results.
  • Reallocate resources to channels with higher conversion rates.

Why track original and recent lead sources?

Understanding both the original and recent sources of leads helps you tailor your marketing efforts effectively.

You're also gonna have another field called original source... That automation is basically gonna say, hey, you've just updated the recent source field, should I paste it into the original source field? And it should update the original source field if the original source field is blank.

Takeaway:
  • Differentiate between the initial and most recent touchpoints.
  • Set up automations to capture original source without overwriting data.
  • Use both data points for more accurate attribution.

How to use hidden fields in forms?

Hidden fields in forms allow you to collect valuable data without impacting user experience.

We have a whole bunch of hidden boxes that when you're looking at the form, you don't see when you're filling it in. But these hidden boxes, these hidden fields, which you just literally drop into your form builder and you mark them as hidden... That means you can put, you can stash some secret information into that box.

Takeaway:
  • Implement hidden fields to capture additional data silently.
  • Use hidden fields to store UTM parameters from URLs.
  • Enhance your lead profiles without complicating your forms.

What are UTM parameters in marketing?

UTM parameters are crucial for tracking the effectiveness of your marketing channels.

Rather than just signing everybody to your website.com/sign up, you might have one where if it's Instagram, you would have your website.com/sign up and then a question mark. And that question mark basically says, don't do anything with it... And then we put UTM_source, and that's the source of this person, wherever they come from, equals and then whatever it is.

Takeaway:
  • Use UTM parameters to identify where your traffic is coming from.
  • Append source information to your URLs to track lead origins.
  • Analyze UTM data to focus on high-performing channels.

How to track lead sources effectively?

Knowing precisely where your leads come from helps you invest time and resources wisely.

Every single time that I read out a link on this podcast, or every single time I put a link into my Instagram bio, I will use a different link. That means anytime someone clicks on that link and they go to my opt-in page, it's gonna have passed in into the source box, the word Instagram.

Takeaway:
  • Assign unique links to different channels to track lead sources.
  • Use UTM parameters to capture source information.
  • Implement hidden fields in your forms to store source data.

Why use data over gut feelings?

As email marketers, relying on gut feelings can lead us astray. Using cold, hard data ensures we focus on strategies that truly work.

We need to stop making our business decisions based purely on feelings. There's a place for our feelings, there's a place as an entrepreneur, it's your business, so you get to do stuff that makes you feel good, and you have to choose feelings based on what you think the best thing to do is for the future. But in terms of reacting to what's currently happening or what's been going on, you don't need feelings. You've got something even more reliable, and that is facts.

Takeaway:
  • Emphasize data-driven decision-making over intuition.
  • Regularly review performance metrics to identify what's working.
  • Use factual evidence to refine your email marketing strategies.

Episode Info:

Title:
Slash Your Marketing Costs
Episode Link:
Keywords:
marketing automation, cost reduction, revenue tracking
Episode Air Date:
June 4, 2025

Podcast info:

Show Name:
The Email Marketing Show
Author:
Email Marketing Heroes
Owner:
Email Marketing Heroes
Category:
Business, Marketing

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