MARKETING

The 21 Best Lead Generation Tools in 2022

Published

1 year ago

October 1, 2022

The 21 Best Lead Generation Tools in 2022

Online lead generation is difficult. There’s no way around it. However, you can give your brand an edge by optimizing lead generation pathways on your site.

This article will cover lead generation software and tools that help you reduce friction and increase the conversion rate of website visitors to leads. This will include both paid and free tools.

We’ve compiled a list of the best lead generation tools on the market, including some free options.

The 21 Best Lead Generation Tools in 2022

1. HubSpot Marketing Hub

HubSpot Marketing — and specifically its lead capture tool — can be used for free (then upgraded) and has tons of lead generation that make it easy to capture, store, and nurture leads, including:

… and more. It all plugs naturally into HubSpot’s free CRM, or you can easily integrate with your CRM, email tool, or customer data platform of choice.

Using HubSpot Marketing helps you build an inbound marketing flywheel from start to finish. You create content that allures visitors, capture leads through one of several tools available, and then nurture them through kickback emails.

Eventually, your sales team will have full visibility of the previous touchpoints and can close leads with the full context of their previous touchpoints with your brand. Finally, you can create happy customers with features like free ticketing.

It’s a full suite lead generation machine.

Pricing

Get started with HubSpot for free or opt for one of our paid tiers ranging from $45 to $3,600 per month depending on the size of your company.

What we like:

HubSpot’s Marketing Hub offers a full suite of tools for free and integrates with HubSpot’s CRM making it a great option for those looking for an affordable, but comprehensive lead generation solution.

2. Intercom

Intercom is another product with many components and use cases. You can use their on-site messaging and chat feature to engage with on-site visitors and collect their information.

Once in the system, you can analyze their on-site or in-app behavior and create message triggers to help with onboarding, support, or retention.

They also have an integrated help desk and knowledge base to provide support for current customers.

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Pricing

Pricing starts at $74 per month for small businesses.

What we like:

This is another great tool when you want to accomplish marketing, sales, and support features under one roof.

3. Proof

Proof is an early stage SaaS startup based in Austin, Texas. They make software that helps you rev up your website’s conversion rate using social proof, personalization, and A/B testing.

Have you ever tried to book a trip on a site like booking.com or Airbnb and seen a message that reminds you, “three people have booked this hotel in the last 24 hours?”

best lead generation tools: Proof

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Proof helps you implement social proof messaging on your own website. Here’s a great example of the product in use by LawnStarter (another great Austin-based startup):

best lead generation tools: Proof Image Source

Pricing

Pricing starts at $79 per month.

What we like:

Proof offers a variety of settings to choose from for each campaign and also integrates with HubSpot, Webflow, WordPress, and Zapier.

4. Paperform

Paperform is a digital swiss army knife regarding lead generation forms, surveys, and quizzes. Whether you want to design a harry potter quiz to boost engagement or increase newsletter signup with a popup form Paperform doesn’t limit you to one or the other.

The powerful editor is a no-code solution that eliminates clunky side menus in favor of a word document-like structure. You can add your brand assets straight from Adobe’s Cloud libraries into Paperform and tweak the colors, fonts, and images.

While most form builders are either pretty or designed for powerful conditional logic, Paperform combines both. This is perfect for people looking to transform their business with smart forms and reduce busy work. For more in-depth insights, you can add complex calculations and tailored success pages and gain deep insights with their in-house analytics. Paperform’s versatile SaaS platform helps you create fully customizable, powerful solutions tailored to your unique specifications.

lead generation tools: paperform

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Pricing

Pricing starts at $24 per month for the Essentials tier up to $159 per month for the agency tier.

What we like:

Paperform is a great option for newbies and small businesses offering customization and professional templates combined with ease of use.

5. MobileMonkey

MobileMonkey chatbots make lead capture, lead qualification, and lead nurturing easier via live chat for your website, SMS text messaging, Messenger for Facebook and Instagram, and other popular chat channels, from one platform.

OmniChat by MobileMonkey is a multi-channel chatbot builder and automation platform that enables you to create chat campaign content once and use it on each of the above channels while unifying customer support chat in one streamlined inbox.

Here are some examples you can get started with to generate leads, sign-ups, and opt-ins using MobileMonkey:

Add MobileMonkey’s Free Facebook Lead Generator product to your Facebook Page and Posts to automatically capture names, emails, and phone numbers of those who “like” your posts and follow your business.
Use proactive live chat to engage prospects and customers on your website.
Setup Facebook and Instagram post autoresponders to capture the contact information of anyone who comments on your content.
Run a giveaway or contest with Messenger chatbots on Facebook or Instagram.

Then, run remarketing campaigns with interactive Facebook and Instagram Messenger ads to turn those leads into sales.

Lastly, connect the opt-ins, signups, and leads generated from your chat messaging channels to your CRM, such as HubSpot, as well as your email service providers, training & webinar platforms, and other business applications.

lead generation tools: Mobile Monkey

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Pricing

Pricing starts at $119 per month for the Startup tier. For the Growth tier, contact for a quote.

What we like:

Mobile Monkey offers a code free option in addition to chat box templates which make getting started quick and easy.

6. Mailshake

Mailshake is one of my favorite solutions for email outreach.Basically, it helps you automate, personalize, and optimize your cold emails.

This is great for many purposes, of course:

Sales development
Content promotion
Link building
Public relations
Fundraising

But it’s also great for lead generation. Mailshake’s AI email writer uses data from thousands of campaigns to help write winning copy.

lead generation tools: mailshake

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Pricing

Pricing starts at $58 per month per user for the Email Outreach tier and $83 per month per user for the Sales Engagement tier.

What we like:

One of my favorite parts about the tool is that you have tons of ready-made templates. So even if you’re not a world-class copywriter, you can still get responses.

7. Qualaroo

Qualaroo is an on-site polling tool that can not only collect user feedback (that can be used to improve any part of your product and marketing experience), but you can also collect leads using the tool.

In the best case, you can use Qualaroo to do both.

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In this way, your customer feedback tool can double up as a sort of popup form.

Even if you don’t plan on using Qualaroo for lead generation, I’ve found the tool to be invaluable for collecting user experience and conversion optimization insights.

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Pricing

Pricing starts at $80 for the Essential tier while the Enterprise tier is quote-based.

What we like:

Qualaroo makes it easy to categorize leads and point them in a designated funnel based on what they answer to survey questions.

8. HotJar

HotJar is a customer experience analytics platform with many helpful tools. They’re one of my go-to solutions for conversion optimization research. Some of their features include:

Form analytics
On-site polls
Heat maps
Session replays

Like Qualaroo, their on-site polls can double up as conversion points. Basically, you can use the opportunity to collect feedback as a double opportunity where you can also collect an email address:

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Pricing

HotJar’s Basic tier is free and starts at $80 per month for its Business tier.

What we like:

In addition to gathering feedback and polling site visitors it pulls double duty as lead generation — allowing you to collect emails.

9. Turnstile by Wistia

Video is a big focus for marketers right now, and I can only see that focus increasing with time. As such, it helps to look at video as a direct lead generation channel in addition to a brand building channel.

Wistia makes a really cool product called Turnstile that allows you to gate videos after a certain time period has elapsed. At this point, the visitor has to enter their email to continue watching.

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Pricing

While Wistia has a free basic tier, in order to get Turnstile, you’ll need to upgrade to the Plus tier which starts at $19 per month.

What we like:

With Turnstile you can have your form display discreetly on hover or pause the video to get the viewer’s attention. You can also enable viewers to skip the gate altogether and control where the gate is placed within the runtime of the video.

10. Pointerpro

Pointerpro (formerly Survey Anyplace) is an advanced survey tool that has all the features to keep your sales machine running. Forms and surveys are often used to collect information from prospective customers, but they are rarely ever used to return something of value.

This tool allows respondents to walk away with a personalized PDF report based on their answers immediately after completion. This can be a detailed offering, the best service or product based on their answers, or any key information you want the respondent to have. Turning them from a cold prospect to a warmed-up lead in a matter of clicks.

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They integrate smoothly with your existing marketing stack, so you can easily transport leads through to your CRM or email marketing tool and start building nurturing campaigns. Bonus, you can use answers given during quizzes to personalize the follow-up.

Pricing

Pricing starts at $49 per month for Pointerpro’s Essential tier while you’ll need to contact them for a quote on the Enterprise tier.

What we like:

Pointerpro offers a code free, customizable templates that can be used as is or with your branding.

11. Zuko

Zuko (formerly Formisimo) capture tool, but it helps you optimize your lead generation forms.

They provide form analytics that, in my opinion, are the most robust in the industry. They work with pretty much every form, and their reports include:

Form Overview
Field Drop Off Report
Most Corrected Fields
Real Time Report
Completion Time
Problem Fields Report
Fields Before Submission
Field Times Report

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You can also segment reports based on device, such as desktop, mobile, or table. Additionally, the tool actually gives you ideas and tips for how to improve your forms. You can export and share this data with additional systems so it can be used by other team members.

While they don’t offer a free plan, they have a 7-day trial where you can try out the product.

Pricing

Pricing is tiered ranging from $140 to $700 per month. Enterprise-level organizations will need to contact them directly for a quote.

What we like:

Zuko’s data is viewable live, allowing users to view data in real-time and export it.

12. ProProfs Quiz Maker

Quiz marketing is an effective way to capture leads through website visitors and social media engagement. ProProfs Quiz Maker lets you leverage these leads with visually engaging and highly-shareable quizzes.

ProProfs provides an entire quiz resources library containing 100+ beautiful quiz templates and a massive question bank with 1 million+ ready-to-use questions.

lead generation tools: proprofs quiz maker

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Pricing

While ProProfs does have a free version, you’ll want to upgrade to one of its paid tiers ($20 to $200 per month) to use the advanced features.

What we like:

ProProfs supports integrations with all the leading marketing tools, such as HubSpot, Active Campaign, and more. This allows you to automate and streamline your lead nurturing to create a high-converting lead management funnel.

13. Clearbit

Clearbit has a forms tool, but they have a broader use case for lead generation no matter which form or lead capture tool you use. They help you enrich contact profile data, which means you don’t have to ask for every little piece of information in a mile-long form.

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All you need is an email address or corporate domain, and Clearbit Enrichment fills other important data (like company size and industry) and appends it to your CRM records, in your product, or anywhere else you need them.

Pricing

For pricing, contact Clearbit directly for a quote.

What we like:

Clearbit’s native integrations with platforms like HubSpot, Salesforce, Marketo, Zapier, and Slack make this tool ready to use out of the box.

14. Datanyze

Datanyze is another data company, though they focus on “technographics.” What does this mean? Basically, Datanyze helps you discover what other software tools your website visitors, prospects, or customers are using.

The lead generation purposes for this are unparalleled if you have a way to personalize your website experience.

Imagine if you knew a website visitor was using a direct competitor. You could change up the copy on a landing page or an offer to reflect that.

Or if you had a WordPress plugin, and if you knew your visitor was using WordPress, you could design a custom CTA to let them know about your plugin.

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Pricing

Datanyze offers a generous 90-day free trial as well as paid tiers ranging from $21 to $39 per month.

What we like:

Datanyze is California Consumer Privacy Act (CCPA) and General Data Protection Regulation (GDPR) compliant, ensuring users are collecting business data the ethical way.

15. Hull.io

Hull.io is a customer data platform that helps you collect and centralize all the data you have from different marketing tools. It also helps you push that data out to your marketing tools so you can operationalize it and personalize experiences in real time.

I look at customer data platforms as a core component of a personalization strategy, since you generally need three components to make personalization work:

Good user data
An ability to deliver experiences
Content (the experience itself)

Hull.io, and other customer data platforms, help you collect data and deliver experiences.

lead generation tools: hull.io mapping Image Source

Pricing

Hull.io has a tiered pricing model ranging from $950 to $1600 per month based on your business needs.

What we like:

While this is one of the more expensive options on this list, when combined with a tool like Clearbit — which can give you tons of data points to use — you can really ramp up your personalized lead generation campaigns.

16. TypeForm

TypeForm is a survey tool, but it’s got many real world use cases. It’s also got a beautiful user experience. When I take a survey using TypeForm, I actually enjoy the experience.

While I’ve mostly used TypeForm to send customer surveys to get conversion research insights, I’ve also used it in the context of lead generation.

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Pricing

Tiered plans are available from $25 to $83 per month.

What we like:

As one of the more affordably priced tools on our list, Typeform also scores high for taking a more conversational approach to surveys and forms.

17. Hello Bar

Hello Bar is a CTA and lead capture tool, but it’s got a very specific use case and user experience. Instead of a static web form embedded on a landing page, or an exit intent popup that appears when a visitor is leaving your site, Hello Bar gives you a sticky banner that appears on the top or bottom of the browser.

It looks just like the one on Hello Bar’s home page:

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I find these types of CTAs are great for general campaigns and promotional announcements. Therefore, they’re good for short term lead drives, for things like a webinar coming up shortly or a new product feature announcement.

Pricing

Hello Bar offers a free plan as well as paid options ranging from $29 to $99 per month.

What we like:

Hello Bar is an all-in-one solution for creating CTAs and tracking metrics. Integrations with WordPress, Mailchimp, Webflow, SquareSpace, and Shopify ensure a seamless fit into your current tech stack.

18. Hunter.io

Hunter.io isn’t exactly a lead generation tool, but it helps you find and validate email addresses. If you’re looking to reach a particular person, Hunter is a good way to find their information.

Pricing

Hunter.io offers a free plan, but you’ll need to opt for a paid plan to reap the full benefits of what the platform has to offer.

What we like:

It’s not always perfectly accurate, but it’s free to use, and it’s a good tool to have in your toolkit when you need it.

19. Gravity Forms

If using WordPress, Gravity Forms may be the lead generation tool for you. This WordPress plugin offers payment collection, lead capture and workflow automation in one.

You even have the option of capturing partial forms so that you can use the data to create better conversions.

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Pricing

Gravity Forms offers tiered pricing from $41 to $181 per year.

What we like:

Gravity Forms uses conditional logic so that you can display certain fields, pages, or sections based on user inputs. Additionally the tool offers accessabilty compliant.

20. Jotform

Similar to other options on this list, Jotform is a form builder platform that allows you to collect all kinds of data, including visitor emails.

This tool offers thousands of templates to help you get started quickly in addition to fully customizable survey templates. Jotform integrates with PayPal and Square to help ensure online payments are secure.

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Pricing

Jotform offers a free base tier with paid plans ranging from $34 to $99 per month.

What we like:

Jotform’s drag-and-drop builder is easy to use and allows teams to collaborate with ease as multiple people can edit a form at the same time.

21. Discover.ly

Discover.ly is a lead generation tool that gives you additional information on social media profiles. For that reason, it’s a great complement to other tools on this list, particularly Hunter.io.

When you want to learn more about specific prospects, this free Chrome extension can give you a lot of additional details like their connections and other social profiles.

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Pricing

Free

What we like:

This simple chrome extension is available to anyone, easy to install, and simple to use.

Lead generation software is a big category.

If you want the best lead generation software for your particular business, you may have to try a few of them out.

In my experience, it’s best to have a comprehensive solution like HubSpot to bear the brunt of the workload.

Then you can add in other tools like Pointerpro or Hello Bar to mix things up, and of course, some optimization tools like Clearbit and Formisimo to help you crank up the volume on your results.

This article was originally published in March 2019 and has been updated for comprehensiveness.

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MARKETING

Take back your ROI by owning your data

Published

8 hours ago

November 30, 2023

Entireweb News Bot

Other brands can copy your style, tone and strategy — but they can’t copy your data.

Your data is your competitive advantage in an environment where enterprises are working to grab market share by designing can’t-miss, always-on customer experiences. Your marketing tech stack enables those experiences.

Join ActionIQ and Snowplow to learn the value of composing your stack – decoupling the data collection and activation layers to drive more intelligent targeting.

Register and attend “Maximizing Marketing ROI With a Composable Stack: Separating Reality from Fallacy,” presented by Snowplow and ActionIQ.

Click here to view more MarTech webinars.

Add MarTech to your Google News feed.

About the author

Cynthia Ramsaran is director of custom content at Third Door Media, publishers of Search Engine Land and MarTech. A multi-channel storyteller with over two decades of editorial/content marketing experience, Cynthia’s expertise spans the marketing, technology, finance, manufacturing and gaming industries. She was a writer/producer for CNBC.com and produced thought leadership for KPMG. Cynthia hails from Queens, NY and earned her Bachelor’s and MBA from St. John’s University.

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MARKETING

Revolutionizing Auto Retail: The Game-Changing Partnership Between Amazon and Hyundai

Published

1 day ago

November 29, 2023

Entireweb News Bot

Revolutionizing Auto Retail: The Game-Changing Partnership Between Amazon and Hyundai

In a groundbreaking alliance, Amazon and Hyundai have joined forces to reshape the automotive landscape, promising a revolutionary shift in how we buy, drive, and experience cars.

Imagine browsing for your dream car on Amazon, with the option to seamlessly purchase, pick up, or have it delivered—all within the familiar confines of the world’s largest online marketplace. Buckle up as we explore the potential impact of this monumental partnership and the transformation it heralds for the future of auto retail.

Driving Change Through Amazon’s Auto Revolution

Consider “Josh”, a tech-savvy professional with an affinity for efficiency. Faced with the tedious process of purchasing a new car, he stumbled upon Amazon’s automotive section. Intrigued by the prospect of a one-stop shopping experience, Josh decided to explore the Amazon-Hyundai collaboration.

The result?

A hassle-free online car purchase, personalized to his preferences, and delivered to his doorstep. Josh’s story is just a glimpse into the real-world impact of this game-changing partnership.

Bridging the Gap Between Convenience and Complexity

Traditional car buying is often marred by complexities, from navigating dealership lots to negotiating prices. The disconnect between the convenience consumers seek and the cumbersome process they endure has long been a pain point in the automotive industry. The need for a streamlined, customer-centric solution has never been more pressing.

1701235578 44 Revolutionizing Auto Retail The Game Changing Partnership Between Amazon and Hyundai

Ecommerce Partnership Reshaping Auto Retail Dynamics

Enter Amazon and Hyundai’s new strategic partnership coming in 2024—an innovative solution poised to redefine the car-buying experience. The trio of key developments—Amazon becoming a virtual showroom, Hyundai embracing AWS for a digital makeover, and the integration of Alexa into next-gen vehicles—addresses the pain points with a holistic approach.

In 2024, auto dealers for the first time will be able to sell vehicles in Amazon’s U.S. store, and Hyundai will be the first brand available for customers to purchase.

Amazon and Hyundai launch a broad, strategic partnership—including vehicle sales on Amazon.com in 2024 – Amazon Staff

This collaboration promises not just a transaction but a transformation in the way customers interact with, purchase, and engage with their vehicles.

Pedal to the Metal

Seamless Online Purchase:

Complete the entire transaction within the trusted Amazon platform.
Utilize familiar payment and financing options.
Opt for convenient pick-up or doorstep delivery.

Become A Certified E-Commerce Marketing Master

The Industry’s Most Comprehensive E-Commerce Marketing Certification For The Modern Marketer. Turn Products Into Profit, Browsers Into Buyers, & Past Purchasers Into Life-Long Customers.

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Hyundai’s Cloud-First Transformation:

Experience a data-driven organization powered by AWS.
Benefit from enhanced production optimization, cost reduction, and improved security.

Alexa Integration in Next-Gen Vehicles:

Enjoy a hands-free, voice-controlled experience in Hyundai vehicles.
Access music, podcasts, reminders, and smart home controls effortlessly.
Stay connected with up-to-date traffic and weather information.

Driving into the Future

The Amazon-Hyundai collaboration is not just a partnership; it’s a revolution in motion. As we witness the fusion of e-commerce giant Amazon with automotive prowess of Hyundai, the potential impact on customer behavior is staggering.

The age-old challenges of car buying are met with a forward-thinking, customer-centric solution, paving the way for a new era in auto retail. From the comfort of your home to the driver’s seat, this partnership is set to redefine every step of the journey, promising a future where buying a car is as easy as ordering a package online.

Embrace the change, and witness the evolution of auto retail unfold before your eyes.

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MARKETING

How to Schedule Ad Customizers for Google RSAs [2024]

Published

2 days ago

November 28, 2023

Entireweb News Bot

How to Schedule Ad Customizers for Google RSAs [2024]

It’s no wonder that responsive search ads have steadily grown in popularity in recent years. Through Google’s machine learning capabilities, RSAs provide a powerful way to automate the testing of multiple headlines and descriptions to ensure a closer match to user intent. The benefits are clear: RSAs mean broader reach, better engagement, and improved performance metrics.

However, all these benefits come at a significant (but reasonable) cost – they can be extremely difficult to manage, especially when it comes to updating ad copy to promote limited time offers.

I know this firsthand – I work with several ecommerce clients with promotions that constantly change. Not too long ago, I found myself going through the consistently tedious process of updating a client’s RSA headlines and copy. As I was making the changes, I thought to myself: “There must be a better way to update this ad copy. I shouldn’t have to use find and replace so many times while pausing and enabling my ad campaigns.”

After expressing this to my colleague, Jordan Stambaugh, the two of us agreed there must be a better way. But we’d have to make it happen. A few weeks later, we put that idea into action and created a more efficient process for updating RSA ad copy on a scheduled basis. If you want to try this process for yourself, just keep reading.

Responsive Search Ad Customizers 101: Basic Options & Execution

Before diving into the process of scheduling automatic updates for your RSA customizers, it’s essential to understand some key Responsive Search Ad fundamentals.

First, you can customize three main options within RSAs: the Attribute Name, the Data Type, and the Account Value. Each of these plays a vital role in personalizing your ads:

Attribute Name: This is essentially the identifier for the customizer. It is how you’ll reference the specific piece of information you’re customizing within the ad. For instance, if you’re running a promotion, you might name an attribute “Promotion.”
Data Type: This indicates the kind of data the attribute represents and it determines how the information can be formatted and used within the ad. Common data types include Text (for plain, non-numeric text), Percent (to represent percentage discounts), Price (to denote monetary values), and Number (for any numerical value).
Account Value: This is the default value for the attribute that you set at the account level. It acts as a fallback if more specific values aren’t provided at the campaign or ad group level.

For example, if you wanted to promote a 10% off discount using RSAs, you’d use the “Discount” attribute, a data type of “Percent,” and an account value of “10% off.” Then, when someone is searching for products, Google would test automatically inserting a copy regarding a 10% off promotion into your ad.

Once you’ve set up the right customization options, you can start to format your RSAs with customizers.

Here’s how:

Start by typing in {
Click on Ad Customizer then select your attribute
Google will populate your attributes that are already uploaded
For a simple offer, use the “Default text” attribute as a catch-all. This will ensure your ads run smoothly if Google can’t pull the right messaging from your RSA feed

How to Schedule Your Ad Customizers with a Feed

Now that we’ve covered the basics, let’s cover how to schedule your ad customizers.

Just follow this three step process:

1. Create the feed

Start by creating two sheets: The Parent sheet, and the Child sheet. The “Parent” sheet will act as the primary data source, while the child sheet will pull data from the parent sheet.

We’ll start by building the parent sheet. After opening the sheet, start by renaming the active tab to “Promotions.” Don’t skip this step, it’s crucial for referencing this range in formulas later on.

In your “Promotions” tab, head to the top row and label columns A, B, and C with the headers of your ad customizer attributes. For example, you might have “BrandSaleHeadline” as your attribute in column A, “text” as the Data Type in column B, and “Shop the Collection” as the Account Value in column C.

Once your headers are in place, move to cell C2. Here, you’ll input the expression =lookup(today(),F:G,E:E). This formula will play a key role in dynamically updating your RSA customizer based on the current date.

Next, go to columns E, F, and G, which will be used to manage your scheduling. In these columns, you’ll list out the different values your chosen attribute might take, alongside their corresponding start and end dates. For example, under the “BrandSaleHeadline” attribute, you might schedule various promotional headlines to appear during different sale periods throughout the year.

Here’s how your sheet might look:

Now look back at the first 3 columns on your sheet. They should look like this:

Now create a second sheet. We’ll call this sheet the Child sheet. It’s going to automatically pull in data from the parent sheet you just created, and will be the one you link to Google Ads later on.

Columns A, B and C will be almost identical to the child sheet, but we will be using a special formula later so we can automatically populate this. So, start by labeling Row 1 Column A “Attribute,” then the next column as “Data type,” then column C as “Account value.”

Then go to C2 and use this expression to populate the right account value from the parent document: =importrange(“[PARENT DOCUMENT URL HERE]”,”Promotions!C2″)

Your sheet should now look like this:

We recommend adding a date range with default text for any days you’re not running a promotion. In the example above, we have “Shop Our Collection” appearing as default text.

2. Input attributes

Once you have your feed created, the next step involves inputting your attributes into the Google Ads platform. This can be done either manually or through a bulk upload.

For the manual approach, navigate to “Tools & Settings” in your Google Ads interface, then go to ‘Setup’ followed by “Business Data.” Here, you’ll find an option for “Ad Customizer Attributes.” Click the plus sign to add your attributes. It’s crucial to use the same attribute names that you’ve established in your Parent Google Sheet template to ensure consistency and proper data synchronization.

Alternatively, if you prefer the bulk upload method, again head to “Tools & Settings.” This time, select “Bulk Actions” and then “Uploads.” For this process, you only need to upload columns A to C from your template.

Be aware that it might take some time for your uploaded attributes to be reflected in the business data section of Google Ads.

3. Set up an automatic schedule

At this point, you’ve almost finished scheduling your ad customizers. Navigate to Tools & Settings, then Bulk Actions, then Uploads, then click the Schedules tab at the top. Select your Child Google Sheet as the data source, and share your Google Sheet with the appropriate email.

And there you have it – Google will automatically pull in the data you populated in the sheets into your RSAs.

Common Challenges When Scheduling RSA Ad Customizers

When we test these sheets with our clients in the wild, we’ve uncovered five common challenges. Be on the lookout for these issues – solving them before they happen can save you a lot of trouble down the line.

Not scheduling your upload when the site changes

The first and most significant hurdle is the mismatch between the scheduled data upload and website content updates. For instance, if the Google Sheet is set to upload at 11 am, but the website changes occur at 3 pm, there’s going to be a discrepancy where the wrong message could be displayed for several hours, or new messaging could appear prematurely. Conversely, if the website updates happen before the scheduled sheet upload, outdated promotions might linger until the new data is imported. Synchronizing these schedules is crucial; it’s best to align them so updates occur simultaneously.

Skipping QA during a message change

Another pitfall is neglecting quality assurance (QA) during message updates. It’s vital to regularly check the business data section to verify that the correct values are in place post-update.

Issues with the IMPORTRANGE function

Then there’s the technical aspect of setting up the IMPORTRANGE function correctly in the Google Sheets template. The ‘child’ template must reliably pull data from the ‘parent’ sheet. If this function isn’t configured correctly, data won’t be imported as needed.

Not sharing access of the Google template for automatic uploads

Pay attention to your access permissions for the Google Sheets template. Google will prompt you with the email address that needs permission to access the ‘child’ sheet for automatic uploads. Overlooking the sharing of your sheet with this address will prevent the system from working.

Having date range gaps in your parent sheet

Lastly, a common oversight is leaving date range gaps in the ‘parent’ sheet. Every single date must be accounted for without overlaps. A practical tip is to have an ‘evergreen’ backup message ready, scheduled to run continuously, ideally through the end of the year, to cover any potential gaps.

Conclusion

Leveraging Google Sheets in conjunction with Google Ads to schedule RSA ad customizers is a game-changer for managing dynamic promotional content. This process not only streamlines your workflows but also ensures that your ads remain relevant and up-to-date, reflecting current promotions without the need for constant manual intervention.

By adopting this method, you’ll save significant time and effort, allowing you to focus more on strategy and less on the minutiae of ad copy updates. Give it a try and experience a more efficient way to manage your RSAs, keeping your campaigns fresh and engaging with minimal hassle.

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