Are you sending your leads on Agile CRM, but have no idea where they are coming from?
The method below shows you how to track the lead source in Agile CRM (Organic Search, Social Paid, Email Marketing, Referral, etc.), along with your lead details.
By doing so, you can refine your marketing strategy based on the most effective sources and produce performance reports including leads categorized by channel, source, campaign, and additional metrics.
Let’s begin.
How to Track the Source of Leads in Agile CRM
How Agile CRM Collects Lead Source Data
When visitors enter your website, their browser stores information about them in a cookie: which site they came from, on which landing page they landed, which keyword they clicked, etc.
Agile CRM collects this data, organizes it, and passes it into your form as hidden fields.
When your visitors fill out your form, they enter data in the visible fields (name, email, etc.). Meanwhile, Agile CRM automatically inserts lead source data into the form as hidden fields (channel, source, etc.).
When a visitor submits the form, the lead source data is sent along with their answers in Agile CRM. You can find the lead source along with the lead name, email, etc., on the same Agile CRM entry.
How Agile CRM receives Lead Source Data
Start by signing up for an Agile CRM account. You’ll receive a small code snippet from Agile CRM to add to your website. Detailed installation instructions are available in our guide.
Next, add hidden fields to your form. Agile CRM is compatible with any form builder. Follow our tutorial to insert these fields within your form builder.
When a visitor fills out and submits a form on your website, Agile CRM populates those hidden fields with lead source information:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
With a successful form submission, Agile CRM transfers the lead source details from the hidden fields to your Agile CRM dashboard. Now, this information is accessible within your leads dashboard on Agile CRM.
This gives you powerful insights into where each lead comes from!
How to Analyze the Lead Source Data
What Data is Tracked in Agile CRM?
As we saw briefly, you can track not only the source of your lead but also various pieces of information related to that source.
Agile CRM can track 7 different data points for each lead. They are defined as follows:
- Channel: The type of traffic, categorized into 10 different channels.
- Source: The specific source or platform that sends the visitors.
- Campaign: The name of the specific marketing campaign.
- Term: The keyword targeted by a specific campaign.
- Content: The exact element of your ad that was clicked.
- Landing Page: The URL of the landing page where the lead landed.
- Landing Page Subfolder: The subfolder of the landing page.
How to Create Performance Reports
Lead Source Reports
Understand better where your leads are coming from with the leads reports.
First, segment your leads by Channel to visualize which channels generated the most leads.
Second, focus on a single channel, such as Paid Search (also known as Google Ads), and divide your Google Ads leads into campaigns to gain insights into which campaign is generating the majority of your leads.
Third, when you want to deeper into the performance of one specific campaign, you can segment the leads further with the “Volume of Leads by Keyword” and the “Volume of Leads by Ad” reports.
Sales Source Reports
Now you have identified which ads and keywords are driving most of your leads. But does that mean that these ads and keywords are adding up to your revenue?
By sending your leads to Agile CRM, you can generate equivalent sales reports.
Example Table:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg Order Value | $150 | $100 |
| Revenue | $750 | $600 |
You ran ads on Google and Facebook. Initially, from the “Leads by Channel” report, you found that Social Paid ads generated more leads than Search Paid ads.
After a few weeks, analyzing which leads transformed into paying customers, you discover that the Search Paid channel generated more revenue with fewer leads than the Social Paid channel. Therefore, you decide to increase your Search Paid budget.