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Category
Business Management
Built by
Beam.ai
Trace where leads originate in SegMetrics and update their records, automating attribution work like crediting sources and tagging conversions.
Lead source attribution
SegMetrics ties each lead back to the marketing that brought them in. A Beam agent reads new leads and their tracked touchpoints, applies your rule for how to credit a source, and records the attributed origin against each lead. It notes the channel and date the attribution rests on. Leads with missing or conflicting touchpoints, or that arrive through an unusual path, are set aside for a marketer to attribute by hand. Routine, well-tracked leads are credited on their own, so teams see where demand comes from without stitching each journey together themselves.
Conversion event tagging
SegMetrics records the actions leads take on the way to becoming customers. A Beam agent reads incoming conversion events, applies your rule for which stage and value each represents, and tags the record so reporting stays consistent. Clear events are labeled and filed as they arrive. Events that fire out of order, duplicate an earlier one, or carry an unexpected value are flagged for a person to check before they count. Routine tagging keeps the funnel labeled correctly between reviews, so marketers read reliable stage data without classifying every event as it lands.
Marketing return reporting
SegMetrics measures what marketing spend actually returns across channels. A Beam agent reads the relevant figures on a schedule, applies your rule for which campaigns and metrics matter, and prepares a summary for the owner. Standard results are posted to the chosen place and recorded against the period. Numbers that swing sharply, or that rest on leads still marked uncertain, are highlighted for a person rather than presented as settled. The agent handles the recurring preparation, so marketers spend their time deciding where to spend rather than tallying returns each cycle themselves.







