Tracking UTM parameters in Formstack can be tough, especially if you’re not familiar with coding.
What if there was an easy way to capture UTM parameters in Formstack without any coding knowledge?
Meet Leadsources.io!
Leadsources is a tool designed to bridge the gap between your UTM parameters and Formstack forms.
When a visitor clicks on a marketing link, Leadsources captures the UTM parameters from the URL.
These UTM parameters are then automatically added to hidden fields in your Formstack form.
You can view these UTM parameters along with the lead’s details on the Formstack submission page.
This guide will show you how to set up UTM tracking in Formstack in just 10 minutes using Leadsources, no coding skills needed.
How to Set Up UTM Tracking in Formstack in 4 Simple Steps
Step 1: Add Leadsources Code to Your Website’s Head Tag
Start by signing up at Leadsources.io for a 14-day free trial.
Add the provided Leadsources code to the head tag of your website. This process is simple and requires no coding or developer help.
Follow the easy, step-by-step instructions we provide to complete this setup.
Step 2: Include UTM Parameters in Your Marketing Campaigns
Add the UTM parameters you want to track to your campaigns (like PPC ads, emails, or social media posts).
Leadsources supports the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Additionally, Leadsources tracks information such as the marketing channel, landing page, and subfolder of the landing page.
Step 3: Add Hidden Fields to Your Formstack Form
When visitors fill out your Formstack form, they enter their personal information in visible fields (like name and email).
At the same time, Leadsources will automatically populate hidden fields in your Formstack form with the UTM parameters.
To set this up, open your Formstack form and add the hidden fields by following this step-by-step guide.
Step 4: Monitor UTM Parameters in Formstack
When a visitor lands on your site through a campaign, Leadsources captures the UTM parameters from the URL.
As the visitor fills out your Formstack form, Leadsources inserts these UTM parameters into the hidden fields of the form, which are not visible to the user.
When the form is submitted, both the UTM parameters and the form responses are sent together.
How does Leadsources work?
By adding the Leadsources code to your website’s head tag, Leadsources captures UTM parameters from URLs whenever visitors arrive on your site.
It then transfers these parameters into hidden fields in your Formstack form.
Even if a visitor comes to your site without UTM parameters, Leadsources can still capture data such as:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
This feature lets you track lead sources even when UTM parameters are absent or not used, such as:
- On Google Search
- On your Instagram bio link
- On your social media posts
While many tools rely only on UTM parameters, Leadsources offers a broader approach to tracking lead sources from various channels:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This approach ensures that you can collect clean, comprehensive lead source data all in one place.
How to run performance reports
Once you’ve captured lead source data in Formstack’s hidden fields, you can generate various performance reports, including:
- Leads per channel
- Revenue per channel
- Revenue per keyword
These reports help you make well-informed decisions about your marketing strategies.
Here’s a summary of the reports you can create:
Lead performance reports
Create reports to see the number of leads generated from:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Example #1
If you are running campaigns across different channels (like SEO, PPC, or email), you can generate a “Leads by Channel” report to see which channel performs best.
Example #2
Once you identify which channel generates the most leads (e.g., Google Ads), you can examine which ad campaigns are most effective.
Example #3
After identifying the most successful campaign, you can analyze which keywords are driving the most leads.
Sales performance report
Identifying which ads and keywords drive the most leads is just the beginning.
To find out if those leads are generating revenue, send your Zoho Form submissions to a CRM like GoHighLevel and generate detailed sales reports.
Here’s an illustrative example:
Channels | Search Paid | Social Paid |
Leads | 50 | 75 |
Sales | 5 | 6 |
Average order value | $150 | $100 |
Revenue | $750 | $600 |
In this scenario, you ran ads on both Google and Facebook. Initially, your “Leads by Channel” report revealed that Social Paid ads generated more leads compared to Search Paid ads.
However, after a few weeks, you examined which leads turned into paying customers and discovered that the Search Paid channel, despite generating fewer leads, produced more revenue than the Social Paid channel. This analysis leads you to the conclusion that it would be beneficial to increase your Search Paid budget for better returns.