Have you set up Jotform but feel uncertain about the source of your leads?
Use this simple technique to discover the origin of your leads in Jotform.
This insight allows you to improve your marketing activities for greater leads, sales, and revenue.
Let’s explore!
How to track the source of lead in Jotform
1. How LeadSources collects the lead source data
Leadsources organizes the tracking of your lead sources for better marketing decisions. Upon installation on your website, it will collect data on up to 7 sources for every lead generated.
This tool collects data on your visitors by applying cookies and UTM parameters during each site visit.
It effectively records key lead source data like channel, source, campaign, keyword, the content that directed them, and the landing page, including the landing page subfolder.
Once a form is filled out, the lead’s contact details (like email and name) are transmitted to Jotform, alongside the source data captured by Leadsources (channel, source, etc.).
2. How LeadSources passes the lead source data into Jotform
Take action with these 3 easy steps:
- Join Leadsources.io for free today.
- Implement the Leadsources tracking code on your site—check the guide for detailed instructions.
- Use hidden fields in your Jotform form to gather lead source data—refer to this article for the steps.
You are all set to identify the source of your leads! 🎉
When a visitor completes a form in Jotform, Leadsources automatically updates the hidden fields with critical lead source data:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
This data will be included in your submission records, along with the lead’s personal information (such as name and email).
This method provides clarity in lead source identification for each specific lead.
How to analyze the lead source data
What data is tracked in Jotform?
LeadSources has the capability to oversee 7 unique data types for each individual lead:
| Lead source data | Definition |
| Channel | When it comes to traffic types, LeadSources classifies your leads into 10 different channels: Paid Search, Organic Search, Email Campaigns, Paid Social, Organic Social, Referrals, Direct Traffic, Affiliates, Display Advertising, and Other. |
| Source | Clarifies the exact source or platform responsible for directing visitors to your website. For instance, within “Organic Social,” the source could be LinkedIn, Instagram, etc. |
| Campaign | Indicates the name of the individual marketing campaign. For instance, if you’re running various email marketing campaigns, you can identify the specific campaign that generated your leads. |
| Term | The keyword that a particular campaign is designed to target. For example, in a Google Ads campaign called “Search campaign personal insurance,” LeadSources.io will categorize your leads based on keywords such as “Personal insurance in Chicago,” “Personal insurance in Denver,” etc. |
| Content | The particular element of your advertisement that captured attention. |
| Landing Page | The precise URL of the landing page upon which the lead landed. For instance, domain.com/services/personal-insurance-denver. |
| Landing Page Subfolder | The particular subfolder of the landing page URL being tracked. For example, if someone accesses domain.com/services/personal-insurance-denver, the noted subfolder would be “services.” |
Creating your first performance reports
1. Leads source reports
Develop a clearer understanding of your lead sources by exploring in-depth lead reports that deliver useful data.
Initiate your analysis by identifying the channels that yield the highest number of leads by categorizing them appropriately.
Afterward, shift your attention to a particular channel, such as Organic Search, and categorize your organic leads by specific campaigns to clarify which campaign generates the most leads.
The concluding step in assessing a campaign’s success is to breakdown the leads by their keywords and advertising channels in the reports titled “Number of leads by keyword” and “Number of leads by advertisement.”
2. Sales source reports
With an understanding of which advertisements and keywords are driving the most leads, the next question is whether this knowledge results in higher revenue.
A CRM can help you manage your Jotform leads by distinguishing which leads turned into paying customers, facilitating the creation of sales reports based on channel, source, landing page, etc., and if you’re not using any CRM, try GoHighLevel.
Let’s have a look at the following situation:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
Upon initiating advertising campaigns on both Google and Facebook, the initial “Leads by Channel” report indicated that Paid Social ads attracted a greater number of leads than Paid Search ads.
Following a few weeks of analysis and tracking lead conversions to paying customers, it became clear that the Paid Search channel was driving more revenue efficiently, even though it had a lower volume of leads compared to the Paid Social channel, which resulted in a decision to elevate the investment in the Paid Search strategy.
