How to capture lead source in ActiveCampaign CRM

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Track the source of your leads (free trial)

When generating leads with ActiveCampaign CRM, aren't you interested in finding also their source?

Implementing this method allows for comprehensive tracking of lead origins within ActiveCampaign CRM.

This allows you to improve your marketing campaigns by targeting the sources that generate the best results.

Let’s have a look at this method further.

How to track the source of leads in ActiveCampaign CRM

How does Leadsources track the source of your leads?

The Leadsources tool facilitates the identification of lead sources, and after integration with your website, it records up to 7 lead source data points for every lead you generate.

Each time someone visits your website, Leadsources collects visitor data through cookies and UTM parameters, enabling it to map out details such as channel, source, campaign, term, content, and the subfolder they entered through along with the landing page.

Following the form submission, the lead’s contact information, including their email, name, and other essential details, is sent to ActiveCampaign CRM, along with the source data tracked by Leadsources, such as channel, source, and other relevant identifiers.

How to track the source of your leads in ActiveCampaign CRM?

Take these 3 easy steps today - there's no fee involved:

  1. Take advantage of a free sign-up to join Leadsources.io.
  2. Make sure to place the Leadsources tracking code on your website; this article offers detailed guidance.
  3. To effectively store lead source data, you should add hidden fields to your form; remember that Leadsources is compatible with any form builder, and check this article for specific guidance.

… and now you're all set to monitor your lead sources! 🎉

After a form submission occurs on your site, Leadsources effectively populates the hidden fields with relevant lead source information:

  • Channel
  • Source
  • Campaign
  • Term
  • Content
  • Landing Page
  • Landing Page Subfolder

When your form is submitted, lead source data from the hidden fields is transmitted to ActiveCampaign CRM, where it is accessible on your leads dashboard.

You have acquired essential insights into the origin of each lead!

Performance reports: Lead, sales, and revenue by source

What data is tracked in ActiveCampaign CRM?

You will have up to 7 data points added to your form by Leadsources:

  • Channel: This indicates traffic type, divided into 10 channels such as Paid Search, Organic Search, Email Marketing, and more.
  • Source: Specifies the platform, like Facebook or Instagram, that sends traffic for "Organic Social."
  • Campaign: Refers to the specific marketing campaign name, aiding in tracking performance across several campaigns.
  • Term: Refers to the key phrase targeted in campaigns, like "Corporate lawyer in New York."
  • Content: The exact ad component clicked by the visitor.
  • Landing Page: The URL of the page that the lead initially landed on.
  • Landing Page Subfolder: Refers to the subfolder segment of the URL, for instance, "/products/" in "https://www.example.com/products/".

Creating your first performance reports

1. Lead source reports

Discover in-depth details about your lead sources by using lead reports.

Leads by channel

Segment your leads by channel at the outset to find out which channels brought in the most leads.

Leads by campaign

Narrow down to Search Paid (Google Ads) and categorize your leads by campaign to discover which campaign is yielding the highest number of leads.

Leads by keyword

Analyzing a particular campaign more closely can be achieved by segmenting the leads with the “Volume of Leads by Ad” report.

2. Sales and revenue source reports

While we have a clear understanding of the sources that yield the most leads, we should question: are these leads leading to sales and revenue?

With leads in a CRM like ActiveCampaign, you can assess sales performance by channel, source, landing page, and additional parameters.

This enables you to adjust your marketing strategy to focus on the channels that deliver the greatest revenue.

For further insight, let us examine the following scenario:

ChannelsSearch PaidSocial Paid
Leads5075
Sales56
Avg. Order Value$150$100
Revenue$750$600

After conducting campaigns on Google and Facebook, the preliminary “Leads by Channel” report revealed that Social Paid ads generated more leads than Search Paid ads.

Several weeks later, your evaluation reveals that leads that became paying customers indicate that the Search Paid channel generated higher revenue with fewer leads compared to the Social Paid channel.