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A Beginner’s Guide to Lead Conversion with Social Media

So, you’ve been publishing on Facebook, Twitter and maybe a few other social media platforms, and you’ve built up a decent following in each channel. Your audience is starting to engage more and more with your content.

Maybe you’re wondering, “Okay, what’s next? How can I take this to the next level? How can I use social media to drive leads for my business?”

Done right, social media can be an extremely powerful tool for lead generation, but getting there takes time, patience, a lot of testing and the dedication to post highly-valuable content for your audience.

This guide focuses on how to generate leads with non-paid content in social media. Social ads are also an excellent for leads, and maybe it’s something I’ll talk about in a future post. For now, we’ll learn how to create content for Facebook and Twitter that inspires clicks and conversions, and how to measure the results of your social lead gen efforts so that you can show your boss just how valuable social media can be for your business.

Here we go.

Optimize How You Link to Your External Content

In order to be effective at generating leads with social media you need to treat it as a key part of your overall content marketing machine. This means that social media becomes a place where you distribute high-value content to your audience––content found on your blog, the resources section of your site or on landing pages.

But it’s not just about the value of the content you’re linking to; what really counts is how you format the posts in each channel.

Before diving into how to optimize your posts for lead generation, let’s take a look at three possible lead generation paths for social:

  1. Social channel > Blog post with link to a relevant landing page (gated content) > lead
  2. Social channel > Gated content > lead
  3. Social channel > Blog post > Visitor signs up for mailing list via signup forms strategically placed on your blog (lead)

You can experiment with each of these paths, or even others that you drum up, but when you post with the goal of generating leads make sure you always link to a page that is relevant (e.g. an article on a topic that is important to your audience or a landing page linking to a PDF guide that your visitors would want to download). Don’t just link to your homepage and hope people will convert.

I’ve divided my explanation of how to optimize your content for leads and clicks into two parts. Let’s get started with the first.

1. Promote your content in a way that is entertaining and native to each platform.

If you publish a link to your website home page, a blog article or a landing page and expect the clicks and leads to start flowing automatically, you’ll probably be disappointed. If you want people to take action, you need to put time and care into crafting content that is interesting and native to each platform.

In Jab Jab Jab, Right Hook: How to Tell Your Story in a Noisy Social World, Gary Vaynerchuck defines native content as that which adapts to the unique language, culture, sensibility and style of the platform in which you are publishing. In other words, a compelling copy and image combination that works on Facebook won’t necessarily work on LinkedIn, while an image you post to Google+ won’t necessarily go over well on Tumblr, and so on.

Why? Because people go to these platforms for different reasons, and the way in which they communicate within each one is unique.

So, how do you create native content that guides people to your site/landing page/blog?

Maersk, the Danish shipping company, has amassed an immense social media following (1.7 million Facebook likes for Maersk Group, over 1.1 million for Maersk Line and nearly 130k Twitter followers between their two main accounts), and they do a great job of linking to content on their site via Facebook and Twitter.

Take a look at the example below:


Why does this post work? First, it features cute kangaroos who are looking directly at you. Who wouldn’t stop scrolling through their news feed to check out these little guys? Second, the copy entices you to click on the link because it leaves you hanging: what exactly does happen when the export containers don’t meet food regulations? (This might sound boring to you, but I bet it’s appealing to the company’s target audience). Bonus points to Maersk for its not-so-subtle but totally awesome-looking logo placement.

It’s also in my favorite format for linking to content on Facebook: the link goes in the body copy, which is complemented by a compelling image (as opposed to Facebook’s default format).

I don’t know how many clicks the post received because I’m not affiliated with their social media team, but I bet it performed a lot better than the ho-hum way in which many companies link to their blog posts on social media.

There’s one more thing I want to point out about this post: it exemplifies Maersk’s knack for using social media to tell stories—stories that originate on Facebook with sharp copy and a beautiful image, and that continue on their blog, or sometimes even on a landing page. This is key to making their posts so clickable.

Case in point: In 2012 Maersk generated 150 unique leads from a Facebook campaign that told the story of how its shipping containers navigate the frozen Baltic Sea during the winter months. As the former head of social for Maersk Line points out, that is a lot of leads for the shipping industry (especially online leads!).

russian winter

Image credit: Jonathan Wichmann

The link in the post directed visitors to an article elaborating on the challenges companies face during the winter in the Baltic Sea, and the article contained a link to a form that allowed people to download a brochure about their anti-freeze services.

But what if you don’t have amazing images like Maersk? What if you are a SaaS company, for example? If that’s the case, then you need to find a go-to tool for creating images and get a little creative.

Community Managers Latam does an excellent job of posting engaging images for their community and pairing them with call-to-actions asking people to sign up for their free webinars. They post in Spanish, but don’t worry––it will be easy to identify what they’re doing right.

Let’s look at an example:

Post by Community Managers Latam.


The image they chose for this post is fun and eye-catching. If you’re a social media gaming nerd or community manager (their target audience), you’re probably going to take a closer look when you see this in your news feed. The post generated 25 shares and nearly 200 likes! That is pretty great for a piece of content that is promoting a page with a sign-up form.

The only thing I don’t love about this post is that the copy is a little sales-y (it roughly translates to: “Become a gaming genius and notice the difference in social media. Register for the webinar TODAY:”). When you implement this format in your own social channels, try to write copy that is more human. For example: “Hey Community Managers…. want to learn how to incorporate play into your social strategy in order to increase engagement? [LINK]”

I’m a big fan of this post format above because it has proved effective for generating leads for my company, but you should always test different post formats to see what works best for you. Refinery29 does a great job of linking to articles on their site using the default Facebook link format.

How? First, they always pick an interesting image, and second, they write exceptional copy that makes you want to click to read more. For example:


So test out the two formats and see what brings you the best results.

What about Twitter? Lucky you, with the addition of inline images to tweets, publishing content on Twitter just got even more interesting. After all, marketers have been buzzing about how these images increase clicks and overall engagement.

Both Maersk and the marketing analytics software company Moz do a great job of blending enticing copy and eye-catching images on Twitter in order to guide visitors to their blogs.

My analysis was not at all scientific, but a quick scan through the Moz Twitter profile indicates that their tweets with images get a lot more engagement than those without.

Remember, you can easily adapt these techniques to link to landing pages, webinar registration forms, or another type of page that is relevant to generating leads for your business. Whatever that may be, when linking to your pages your goal is to create social content that is as native and engaging as possible. That’s what will generate leads and conversions.

2. Don’t only post links to your content

We just looked at how to optimize posts that link to your content in order generate clicks and leads. But I see a lot of companies, especially those who are known for their blogs, use their social media channels as RSS feeds and not much else. Yes, linking to your content will be an important part of your social media strategy, but it shouldn’t be the only thing you do.

On Facebook, intersperse links to your content with entertaining posts that relate to your audience’s interests. For example, let’s say you are a social media marketing company and the majority of your target audience consists of marketers. Create a post with a corny marketing joke in the copy section and an image that relates to the joke, create a meme that would make your audience laugh or put a short, powerful quote by a famous social media marketer in bold type against a colorful background and share that as an image.

On Twitter, intersperse links to your content with inspiring quotes, links to awesome articles from other industry influencers or questions relevant to your audience, like: “#CommunityManagers, what free social media tool do you swear by?”

When possible, create tweets that engage creatively with news and pop culture that is of-the-moment; Twitter is, after all, a platform that users look to for the latest news and information.

This is important for two main reasons. First, if you are simply using social media channels as RSS feeds for your content, then you’re missing out on the benefits that each platform can bring to your business because of its uniqueness. For example, Twitter is a powerful tool for connecting with influencers, and you can do so by sharing their content and engaging in conversation with them.

Second, when it comes to Facebook, you’ve probably noticed that those nuggets of highly-sharable, entertaining content––the ones that ask nothing from your audience and simply make them laugh, incite feelings of nostalgia or inspire them––often get the highest number of shares, likes and comments.

Like this:

maersk group

In his book that I mentioned earlier, Vaynerchuck points out that when Facebook EdgeRank, the algorithm that determines what appears in people’s News Feed, notices that lots of people are interacting with your content, it thinks that your brand is important to them, so it will start to show more of your content in their News Feed.

In other words, fun, engaging and native content – the kind that gets you the most likes, shares and comments––helps all of your brand’s posts show up more in people’s news feeds, including those with links to your content.

That’s why you’ll try to make your links to content as engaging as possible, and it’s also why you need to mix links with posts that are just plain entertaining.

(Note: technically, the name Edgerank has been declared a thing of the past, but since there’s still no new name for the more complex algorithm used by Facebook today, we’ll call it Edgerank for simplicity’s sake.)

Plan Your Analytics

Now you have a guide for creating non-paid content that generates clicks and leads via social, but how do track the results?

First, you’ll create a goal in Google Analytics that will keep track of how many leads you’re converting via social media. Start with a URL destination goal associated with content downloads; the URL destination should be a thank you page that people land on after filling out a form in order to download your content.

Keep in mind that Google Analytics only allows you to create twenty goals. Ever. So, I recommend using one thank you page for all of your downloadable content and then delivering whichever guide, e-book or check-list the person requested via email. Don’t worry; you’ll still be able to see how many leads came from a specific campaign, social network and post or ad using the techniques below.

The best way to track and organize traffic from social media is by using UTM parameters within the links you include in your social media posts. UTM parameters are personalized tags that you add to your URLs in order to help Google Analytics categorize your referral traffic.

Use the Google URL builder to add the custom parameters to your URLs. I suggest the following setup when tagging links for social media:

Source: “facebook”, “twitter”, or whichever social channel the link is being used on.

Medium: “post” for non-paid content and “ad” or “sponsored” for all ads (we want to differentiate between organic and paid social traffic).

Campaign Term: Ignore this when you are creating UTM parameters for social media content

Campaign Content: This field can be used to differentiate between variations of ads and for A/B testing your content. You can also use it to tag content within a series of posts that belong to the same campaign. For example, let’s say you are running a marketing campaign in social media that consists of five different posts. You can use this field to indicate which post each link pertains to, such as “post-2”.

Campaign: this is where you want to get specific. Avoid overly-general campaign names like “february-email” or “facebook-posts”. Instead, create campaign names that give you a clear idea of which marketing campaigns your traffic and leads are coming from, such as “social-workshop-2014-sept” or “facebook-contest-analytics-workshop”.

enter the url of your website

Next, within Google Analytics you can navigate to Acquisition > Campaigns in order to see a detailed report on how each campaign is performing, including traffic, visitor behavior and goal conversions. Click on the campaign titles to drill down into data on the performance of each channel. Remember to A/B test so that you know exactly which variables impact clicks and conversions.

google analytics social media

A Few Bonus Hacks that Can Help You Generate Even More Leads

There are many other things you can do to boost lead conversion via social media, but the content optimization techniques we talked about in this guide are a great place to start. I’ll end with a few quick, bonus lead gen hacks which have given me great results:

  • Tweeting links to your content directly to influencers (but only if it’s relevant to them!)
  • Asking influencers (with whom you already have a relationship) to tweet your content to their followers
  • When you post a link to content on your Facebook page, tag relevant influencers (or anyone mentioned in the article)
  • Post your content in relevant groups and communities in LinkedIn, Facebook & Google Groups,
  • Answer questions relevant to your industry/product in Quora

There you have it: your beginner’s guide to lead generation with social media.

The next time someone tells you social media is all fluff and no measurable conversions, here’s what I want you to do: scowl at them for a moment, then smile knowingly and tell them you’re going to send them an article.


About Kissmetrics

Kissmetrics combines behavioral analytics with email automation. Our software tracks actions of your users across multiple devices allowing you to analyze, segment and engage your customers with automatic, behavior-based emails in one place. We call it Customer Engagement Automation. Get, keep and grow more customers with Kissmetrics.


About the Author: Chloe Mason Gray specializes in digital marketing strategies for startups and medium-size tech companies. She currently leads the marketing team at the Big Data company Ondore. Be sure to say hi to her on Twitter. You also can follow her on Google+.

  1. I guess you can say social media advertising with links should be like unrequited love or soap operas- it always makes you wonder, “What will happen next?”. Or at least relevant to their everyday lives. Something to break the monotony. The greatest example of this I think would be Oreo. Who doesn’t love their Superbowl blackout tweet? Plus points for a relevant issue joke :)

  2. Keith Winters Mar 19, 2014 at 7:50 am

    Great post Chloe. I have found success with the first Facebook strategy mentioned…shhh, don’t tell everyone. For me, pictures get exponentially more likes, shares….and the goal…website visits and leads.

    Additionally, if you can afford it, we use Hubspot, and it makes tracking links, campaigns, and seeing the actual conversions to leads very easy.

  3. What is your opinion on EdgeRank? Is that still alive and kicking? Or is it a thing of the past?

  4. Hey Chloe,

    Really enjoyed this guide, some plain advice and really liked the breakdown of the three basic ways of measuring leads.

    Thanks for the post!

  5. Arun Sivashankaran Mar 19, 2014 at 8:55 pm

    Great post Chloe. I think there are also lots of opportunities to bring social traffic back to custom landing pages that are more relevant for that audience. That can often go a long way to boosting conversions.

  6. Maersk is a bad example. They simply have too high number of likes for a B2B company. Something was fishy when I saw that and turns out I was right:

    1) Maersk ship hit a whale once and had an unexpected viral hit from that when they were open about it (yes I know whales are not fish but the wordplay was too good to pass up). They are therefore a huge outlier as most companies don’t screw up so majorly in order to make a post out of it. Does this mean a company should go out and create trouble?

    2) Looking at the typical post, I see names almost exclusively from this world countries. Why? True a lot of those guys seem to be begging the company for a job bit usually that just means fake profiles.

    3) Even if they were all genuine, 100 likes per post from 1+ million page likes is nothing special, just shows how laughable organic reach on Facebook is right now. Also as the company is B2B there is a big mismatch from the target audience and the type of audience that actually (allegedly) devours their content so much.

  7. I’ve seen such posts go viral on social media channels, and the advertisers tend to profit much more than they had expected.
    The key to success is a good marketing strategy. It all works out

  8. Great article and great advice. My question is: Is all this effort above worth it?
    Is Social Media is not profitable?

    • Hi Alvaro,

      There are definitely ways to measure the profitability of your social media efforts, but this depends largely on your strategy and overall goals for being on social media. If you want to make money off social media and follow the guidelines above, you can easily measure which leads turn into customers. It just takes the right kind of analytics and tracking!

  9. Hi Chloe,
    Greates blog post for conversion marketers. Lead generation is a most important task for businesses. As per my knowledge, it is the most difficult task. You have to manage things by sitting all the day on your computer to generate leads, but it pays you long time. Generation lead from social media is great and you can also add SignUp box to your social media profile to get a direct lead from your Facebook fan page.

  10. Thanks for the sharing this info. It really help me to understand the social media….

  11. Thanks for sharing the social media guide.

  12. Hey!!

    Its Really Wonderful Blog..Most of that people Who doesn’t know about how to lead generate.That is very easy to understand about Social Media..

    Thanks Once again for sharing this good one Blog..:)

  13. This is awesome, I think many people are having a hard time converting their social traffic into sales. This post can certainly help them on how to do so. Thanks..

    • Hi Marian,

      Thanks for your comment. I think part of the problem is that many companies want immediate sales results from social media, and that’s not always going to happen. Certain channels lend themselves more to sales than other (Pinterest, for example!). In my experience Facebook requires a good deal of time and energy in order to build a loyal, engaged following, and that means not bombarding people with sales talk and posts that only talk about how great your product is. Add value each day to your audience’s lives and then strategically talk about your product when the time is right.

  14. A very nice post on content marketing and social media marketing

  15. Thanks for your post. I noticed many of the comments have not been addressed here. It would be nice to get your feedback as we all can learn from it.

    My question is; how does one post on facebook as you have suggested without facebook’s default setting, Is there a way to remove that setting. It so I would like to know about?

    Thank you.

    • Hey Paul! The default link format appears whenever you paste a link into the post creation box. If you want to use the format I recommend above you simply need to create an awesome image, upload it to Facebook and put your message above the image with a shortened link. If Facebook takes the shortened link and generates a default link to the article, just click the “x” mark in the upper right hand corner to remove it. hope that helps!

  16. Thanks for this Good advice about content marketing and social media marketing

  17. Just started working with my social media, and this was a very helpful article. Thank you.

  18. david koldain Mar 31, 2014 at 8:51 am

    Thanks for the sharing this info. It really help me to understand the social media

  19. Fernando Cuscuela Apr 03, 2014 at 3:47 am

    Great article. I definitely agree your brand can benefit greatly by sharing interesting content alongside linking to your own content as part of your social media strategy. Linking to your own content is great, but it’s much more interesting for your followers if you also share targeted content from other sources.

  20. Great article .Now Lead conversion takes places with social media to ecommerce websites. Get a Best Ecommerce Website Script like best 2015 wanelo clone ecommerce website script, fancy clone script

  21. Thanks @Chloe, for creating this valuable beginners guide to social media. Let me tweet this to my followers to know this useful piece of guide.


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