Capturing UTM parameters in Microsoft Dynamics CRM can be a complex task, especially for those without coding expertise.
What if there was a way to get UTM parameters into Microsoft Dynamics CRM without any coding?
Introducing Leadsources.io!
Leadsources is a lead source tracking tool that acts as an intermediary between your UTM parameters and your CRM (in this case, Microsoft Dynamics CRM).
When a visitor clicks on your marketing campaign, Leadsources captures the UTM parameters from your URL.
Leadsources automatically inserts these UTM parameters into the hidden fields of your form.
By connecting your form to Microsoft Dynamics CRM, you can see your new leads – along with their UTM parameters – within Microsoft Dynamics CRM.
This enables you to run performance reports to identify where your most profitable customers are coming from.
In this guide, you will learn how to capture UTM parameters in Microsoft Dynamics CRM in just 10 minutes using Leadsources (no coding skills needed).
Capture UTM parameters into Microsoft Dynamics CRM in 4 easy steps
Step 1: Add Leadsources in the head tag of your website
Sign up to Leadsources.io, and benefit from our 14-day free trial.
Insert the Leadsources code into the head tag of your website. No coding skills are required.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Include the UTM parameters you want to track in all your campaigns (PPC, email, social media, etc.).
Leadsources works with any of the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources also captures additional information not contained in UTM parameters, such as the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
As visitors fill out your form (name, email, etc.), Leadsources automatically inserts the UTM parameters into the hidden fields (channel, source, etc.).
Add these hidden fields to your form to store UTM parameters. We provide a step-by-step guide for every form builder.
Step 4: Track UTM parameters in Microsoft Dynamics CRM
When someone clicks on your campaign and lands on your website, Leadsources captures the UTM parameters from your URL.
These UTM parameters are inserted by Leadsources into the hidden fields of your form.
Upon form submission, the UTM parameters and the form’s responses are sent to Microsoft Dynamics CRM. This requires you to connect your form to Microsoft Dynamics CRM.
How does Leadsources work?
By adding the Leadsources code to the head tag of your website, Leadsources reads and captures the UTM parameters in your URL every time someone lands on your site.
It then stores the UTM parameters in the hidden fields of your form.
If a visitor enters your site without clicking on a link containing UTM parameters, Leadsources still captures data about the visitor using the referrer:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
In that way, you can still track important lead source data, even when you can’t (or don’t want to) use UTM parameters, such as:
- On Google Search
- On your Instagram bio link
- On your social media posts
While most tools can only track the source of your leads using UTM parameters, Leadsources allows you to track lead sources regardless of their origin:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This allows you to gather accurate lead source data in a single location.
How to run performance reports
Now that you have captured your UTM parameters into Microsoft Dynamics CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This enables you to make well-informed decisions regarding your marketing expenditures.
Let’s take a look at the different types of reports you can generate.
Lead performance reports
You can run reports showing the volume of leads generated by:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Example #1
If you run campaigns on different channels (SEO, PPC, email, etc.), you can export the data collected and create a report: “Leads by channel”.
Example #2
Once you know which channel drives the most leads (e.g., Google Ads), you can investigate deeper by selecting this channel and identifying the number of leads generated for each ad campaign.
Example #3
After identifying the campaign driving the most leads, you can further analyze this campaign by examining the specific keywords generating leads.
Sales performance report
Understanding which ads and keywords generate the most leads is valuable, but does that necessarily mean they contribute to your revenue?
By integrating your form submissions with Microsoft Dynamics CRM, you can create detailed sales performance reports.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
You ran ads on Google and Facebook and discovered that Social Paid ads generated more leads than Search Paid ads.
However, after a few weeks of analyzing which leads converted into paying customers, you found that the Search Paid ads generated more revenue with fewer leads than the Social Paid ads. This insight led you to decide to increase your budget for Search Paid ads.