Connecting Your CRM and Leads
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      1. Wicked Help Center
      2. 1. SETUP
      3. Connecting Your CRM and Leads

      How To Integrate Drip and Wicked Reports for Lead Attribution and Email Tracking

      The quick process for integrating Drip and Wicked Reports.

      Integrating Drip to Wicked Reports sends your new leads from Drip to Wicked Reports. This allows Wicked Reports to automatically detect, track, and attribute new and existing lead conversions to the marketing spend on your ad platforms and customer lifetime value from your revenue sources.

      Email UTM Tagging

      Using Drip with Wicked Reports requires you to manually tag your emails with UTM tracking information.  For information on how to build UTM links using the Wicked UTM link builder, and to get email UTM best practices, go here: https://help.wickedreports.com/wicked-reports-link-builder

      What this means for you

      • Drip leads get retrieved each day by Wicked Reports and attributed against clicks and sales.
      • After manual UTM tagging of your emails is complete, Wicked can attribute sales back to your individual emails when credit is deserved.
      • Wicked can generate Cohort Analysis reporting between your Drip leads and your shopping cart & order system revenue.

      Integration Steps

      1. Go to Setup -> Authorizations on the Wicked Reports menu.
      2. Find the Drip icon and click connect.
      3. Follow the 1 minute connection wizard process.

      What Happens Next

      Wicked Reports will pull all historical lead data from Drip to seed your account attribution.  This allows us to correctly identify these leads as already existing leads in the event they click,optin, or otherwise engage with your marketing funnels.  We can then attribute revenue to their actions using the correct attribution models.

      Each morning at about 2am EST we will pull the previous day's new leads and attribute the marketing responsible for creating these new leads.  Anytime in the future when these new leads buy, we can attribute the revenue back to the marketing that created the lead and update the ROI accordingly.

      Once you have authorized your order systems, we will pull sales & revenue data and then create cohort reporting between your Drip lead data and your order revenue data.

      How to Verify Your CRM Data

      Wicked Reports native CRM integrations generally work seamlessly.  You will see the leads inside of Wicked the following day.  To see for yourself, follow these instructions: https://help.wickedreports.com/verify-your-crm-is-authorized

      Email Last Click ROI Tracking & Reporting

      Once you've integrated Drip your lead conversions are automatically detected for attribution.  You still need to deploy the Wicked tracking script on all pages.  After that, you can start seeing which emails are generating revenue! -> Email Tracking and Reporting

      Historical Tracking Data Pre-Wicked

      If you have historical tracking data inside of your Drip CRM, you can get this data into Wicked Reports for use in our Cohort and ROI reports.  Follow these details:

      Backloading Historical Tracking Data

      Facebook Lead Ads - Attribution, and CRM Import

      Wicked Reports can automatically attribute Facebook Lead Ads once you have also completed the Facebook Integration steps.  We can even historically attribute Facebook lead ads, pre-Wicked Reports, following these instructions:  Backloading Historical Facebook Lead Ad Attribution

      One older feature we still offer is the ability to automatically import your Facebook lead ad leads to your CRM.  This functionality is available for Drip if desired. We realize most people have this functionality built into their CRM now, or use Zapier, but the feature is here if you need it.