How to capture lead source in Ninja Forms

How to capture lead source in Ninja Forms

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Track the source of your leads (free trial)

Is tracking the source of your leads a problem for your Ninja Forms strategy?

This approach provides an efficient way to trace where your leads are coming from in Ninja Forms.

Armed with this knowledge, you can prioritize your resources for optimal leads, sales, and revenue.

Time to dive deep!

How to track the source of lead in Ninja Forms

1. How LeadSources collects the lead source data

This tool aids in efficiently tracking the source of your leads. Once added to your site, it collects lead source data from as many as 7 channels for every lead you generate.

By using cookies and UTM parameters, Leadsources collects valuable visitor information each time someone visits your site.

The system gathers vital lead source specifics such as channel, source, campaign, keyword, the content they came from, and the landing page plus the landing page subfolder.

Upon form submission, the lead’s contact details (such as email and name) are communicated to Ninja Forms, alongside the source data acquired by Leadsources (channel, source, etc.).

2. How LeadSources passes the lead source data into Ninja Forms

You can begin in 3 easy steps:

  1. Access Leadsources.io by signing up at no cost.
  2. Insert the tracking code from Leadsources into your site—consult the guide for support.
  3. Add hidden fields in your Ninja Forms form to capture lead source information—see this article for detailed instructions.

You are prepared to track your lead sources successfully! 🎉

Once a visitor submits a form in Ninja Forms, Leadsources automatically enters significant lead source information into the hidden fields:

  • Channel
  • Source
  • Campaign
  • Term
  • Content
  • Landing page
  • Landing page subfolder

You can review this data in your submission records, together with the lead’s personal information (name, email, etc.).

This approach allows for precise identification of lead sources on an individual basis.

How to analyze the lead source data

What data is tracked in Ninja Forms?

LeadSources is skilled at overseeing 7 different data categories for every individual lead:

Lead source dataDefinition
ChannelThis tool classifies your leads based on the type of traffic into 10 channels: Paid Search, Organic Search, Email Campaigns, Paid Social, Organic Social, Referrals, Direct Traffic, Affiliates, Display Advertising, and Other.
SourceIt explains where the visitors are coming from. For instance, within “Organic Social,” the source could be LinkedIn, Instagram, etc.
CampaignIdentifies the name of the exact marketing campaign contributing to your success. For instance, if you’re overseeing multiple retargeting campaigns, you can determine which campaign resulted in your leads.
TermThe keyword that a campaign seeks to rank for. For instance, in a Google Ads campaign titled “Search campaign personal insurance,” LeadSources.io will organize your leads based on keywords such as “Personal insurance in Chicago,” “Personal insurance in Denver,” etc.
ContentThe precise content of your ad that caught the audience’s attention.
Landing PageThe URL of the landing page that the lead accessed upon clicking. For instance, domain.com/services/personal-insurance-denver.
Landing Page SubfolderThe exact subfolder in the landing page URL being analyzed. For instance, if a visitor enters domain.com/services/personal-insurance-denver, the noted subfolder would be “services.”

Creating your first performance reports

1. Leads source reports

Gain insight into the origin of your leads by examining thorough lead reports that present relevant information for action.

Leads by channel

Start your journey by recognizing the channels responsible for the majority of your leads through organized categorization.

Leads by campaign

Next, focus on a specific channel, like Organic Search, and organize your organic leads by unique campaigns to discern which campaign generates the greatest number of leads.

Leads by keyword

The ultimate step in evaluating a campaign’s outcomes is to break down the leads by their keywords and advertising channels in reports titled “Number of leads by keyword” and “Number of leads by advertisement.”

2. Sales source reports

Knowing the advertisements and keywords that generate the highest leads leading to the question: does this insight result in increased revenue?

A CRM enhances your management of Ninja Forms leads by helping you identify which leads converted into paying customers and creating comprehensive sales reports based on channel, source, landing page, etc., so if you don’t use a CRM, try GoHighLevel.

Imagine the following example:

ChannelsSearch PaidSocial Paid
Leads5075
Sales56
Average order value$150$100
Revenue$750$600

You started advertising campaigns on Google and Facebook, and the first analysis of “Leads by Channel” indicated that Paid Social ads generated significantly more leads than Paid Search ads.

After several weeks of analyzing lead conversions, it became evident that the Paid Search channel was better at generating revenue efficiently, even with fewer leads compared to the Paid Social channel, leading you to the decision to raise investment in the Paid Search strategy.