Maximize Your Marketing ROI With Real Estate Webmasters’ Source Management

Tracking your marketing efforts' return on investment (ROI) is essential for making informed decisions and maximizing success. With REW CRM’s Source Management, you can easily identify which channels bring in the most value, allowing you to focus your resources on what works best. By analyzing performance data, you’ll uncover your most fruitful marketing strategies and ensure every dollar spent is driving measurable results.

Built for Smarter Marketing Decisions

We built the Source Management feature in REW CRM to help real estate professionals understand which marketing efforts truly pay off. With so many channels available, from paid ads to organic campaigns, it’s easy to get overwhelmed and difficult to pinpoint which strategies are actually working. 

By tracking the performance of every lead source, you can see exactly where your highest-quality leads are coming from and which channels yield the best ROI. Ultimately, our goal was to provide a clear, actionable solution that helps you invest in the right channels and grow your business.

The Sources dashboard on REW CRM featuring key data.

Source Management Overview

How exactly does Source Management support real estate professionals? This tool is designed to capture and organize the origins of your leads, giving you a clear view of where they’re coming from. You can create customized sources, link them to specific referrals like internet addresses or domain names, and track how many leads each channel generates. Additionally, you can assign a spending amount to evaluate the effectiveness of your marketing initiatives. This feature also supports organic campaigns, which provides a comprehensive view of your lead generation.

What is Source View?

Source View, a part of Source Management, was developed as a homepage for analyzing all lead sources and their performance. This page provides an organized table where you can view detailed data on each source, including:

• Source: The name of the lead source.
• Leads: The number of leads associated with each source.
• Spend: The total amount spent on that source within a selected timeframe.
• Deals: The number of deals generated from the source.
• Cost Per Lead: Calculated by dividing the total spend by the number of unique leads in that timeframe.
• Cost Per Acquisition (CPA): Determined by dividing the cost per lead by the conversion rate.
• Conversion Rate: The ratio of leads to the total number of leads.
• Volume: The sum of all deals from the source.
• Unique Parties: The total number of unique leads that resulted in a deal.
• Commission: The total commission earned from deals related to that source.
• Gross ROI: A percentage that reflects total revenue (commission) generated, divided by the amount spent on the source.

REW CRM's Source View showcasing a Google PPC's performance.

To give agents a complete picture, Source View also includes a card management feature that displays source totals on these key metrics:

• Spend: The total value of spends assigned to each source.
• Cost Per Acquisition: The total spend divided by the number of acquisitions.
• Return on Investment (ROI): The total value of deal commissions divided by the total source spends, shown as a percentage.
• Cost Per Deal: The total spend divided by the number of deals.
• Total Commission: The total value of commissions from deals assigned to each source.
• Agent Commission: The total value of agent commissions.
• Broker Commission: The total value of broker commissions.
• Emails: The total number of outgoing emails to leads.
• Cost Per Email: The total spend divided by the number of emails.
• Texts: The total number of outgoing texts.
• Cost Per Text: The total spend divided by the number of texts.
• Calls: The total number of outgoing calls.
• Cost Per Call: The total spend divided by the number of calls.
• Acquisitions: The number of parties attached to at least one deal.
• Leads: The total number of leads assigned to the sources.
• Cost Per Lead: The total spend divided by the number of leads.
• Deals: The total number of deals assigned to the sources.
• Volume: The total value of sold deals assigned to the sources.

The Card Totals shown on the Sources page.

Setting Up Source Management

Setting up Sources in REW CRM is a straightforward process that ensures you can track and organize the origins of your leads with ease. Here’s how to get started:

1. Log in to your REW CRM.

2. Click “My Setup” in the Leads View.

3. Under Organize, select “Sources.”

4. To create a new source, click the “+” button at the top right.

5. Fill in the required fields, including “Source Name,” “Description,” and “Referrers.” For the Referrers field, just type the referrer you want (e.g., google.com), and the available options will appear.

6. Select the “Log Spend” button.

7. Enter the budget amount and timeframe, then click “Log.”

8. Finally, click “Save” to complete the process.

Once you enter the Referrers, REW CRM triggers an automation to link leads to the Source when they first register. However, you can also manually link leads with referrals to specific Sources, and there's an efficient way to mass assign leads to Sources:

1. Navigate to the Leads page in REW CRM.

2. Select the leads you want to assign to a Source.

3. Click the “More” button and select “Source.”

4. The Source flyout will appear; choose the Source you want to assign to these leads.

5. Click “Save Changes” to apply the Source assignment.

By following these steps, you can ensure every lead is connected to the appropriate Source for more accurate ROI reporting.

Setting Up Source View

Setting up Source View allows you to customize how you view and track key metrics for your marketing channels. Here’s a quick guide to get started:

1. Log in to REW CRM.

2. Click “Sources” at the top of the screen.

3. Click the “View” button in the top right corner.

4. Select “Manage Views.”

5. Click the “+” button to add a new view.

6. Type and choose the metrics or data you want to display in the Source View columns.

7. Click “Save” to apply the changes.

In addition to column views, Source View also offers card views that show source totals, providing a snapshot of key performance metrics. Here’s how to manage card views:

1. Head to the “Sources” page.

2. Click the “Cards” button in the top right corner.

3. Select “Manage Cards.”

4. Click the “+” button to add a new card view.

5. Choose the metrics or data you want to display in the cards (e.g., Spend, Cost Per Acquisition, ROI).

6. Click “Save” to finalize your selections.

By customizing both the column and card views, you can create a highly personalized dashboard that highlights the data and performance metrics most important to your marketing strategy. This flexibility makes it easier to track the success of your campaigns and make informed, data-driven decisions.  

Granting Agent Permission

Admins can control which agents have access to the Source Manager and Source View. There are three permission levels available: view all sources, add and edit sources, and delete sources. To manage these permissions, follow these steps:

1. Log in to REW CRM.

2. Click “Company” from the menu at the top right corner.

3. Select “Agents.”

4. Choose the agent whose permissions you want to modify.

5. Click the dropdown next to “Agent Summary.”

6. Select “Permissions.”

7. Scroll down to “Sources Privileges.”

8. Select the appropriate Sources permission for the agent.

9. Click “Save” to apply the changes.

Granting these permissions ensures agents have the right level of access to manage or view Sources while maintaining control over sensitive data and actions. We also encourage you to watch our Source Management instructional video on REW Academy for the visual guide. 

 

Source Management's walkthrough video on REW Academy.

Best Practices

Consider the following best practices to effectively manage Sources and maximize your marketing ROI:

• Accurate Source Setup: Ensure that you fill out all relevant fields to help identify and categorize sources accurately.

• Log Spend: Logging spend accurately enables better ROI calculations and provides insights into the performance of paid campaigns.

• Utilize Referrer Links: For paid ads, always link referrers to your sources to make sure you capture the correct source data.

• Leverage Source View Features: Take full advantage of Source View to monitor key metrics. Customize the columns to display data that are most relevant to your analysis, such as Leads, Spend, and Cost Per Acquisition.

• Document Changes and Strategies: Keep a record of changes made to sources and any strategies employed to optimize them. Documentation helps in analyzing what has worked in the past and guides future marketing efforts.

• Conduct Periodic Reviews: Schedule regular reviews of source performance to identify trends and make necessary adjustments. 

Benefits of Source Management

Understanding where your leads originate is important to stay competitive. With the help of REW CRM’s Source Management, agents have the ability to uncover valuable insights about their marketing efforts, which allows them to make smarter choices. Here are the benefits that highlight how leveraging this feature can elevate your marketing strategies and contribute to overall growth.

• Informed Decision-Making: With a clear view of which sources bring in the most leads and conversions, you can make smarter marketing choices. This data-driven approach helps you have the most impact with your money.

• Improved Lead Management: Organizing your lead sources gives you a better grasp of how your lead generation is working. This clarity allows you to nurture leads more effectively and customize your outreach based on where they came from.

• Marketing Campaign Evaluation: Knowing how your marketing channels perform helps you see which strategies are working and which ones might need a tweak.

• Greater Collaboration and Knowledge Sharing: Sharing insights about successful sources fosters teamwork, allowing your team to improve strategies together and learn from each other’s wins.

Assigning a source to selected leads to ensure accurate tracking of marketing efforts.

Join REW Forum

Joining the REW Forum is a fantastic way to dive deeper into Source Management and connect with other real estate professionals. If you’re already using this feature, we’d love to hear your feedback! Your insights help us understand how we can improve our products and better support you in achieving your goals.

The REW Forum is also a vibrant community where you can exchange ideas, share experiences, and learn from others in the industry. If you’re looking for tips, want to discuss best practices, or have questions about Source Management, don’t hesitate to contact us. We’re here to help and provide any details you need!

Level Up Your Marketing Results With Source Management!

Source Management FAQ