On TikTok, leads are generated and sent to Microsoft Dynamics CRM. Yet, there's no way to connect each lead with a particular TikTok ad.
Once a lead turns into a customer, it's still impossible to connect them to a particular TikTok ad.
The inability to track leads prevents you from assessing TikTok ad performance. This results in spending on several ads without knowing which drive leads or conversions.
Fortunately, a simple method is available to associate each lead with the TikTok campaign, ad group, and ad that generated it.
Let’s break it down, one step at a time!
How to capture TikTok ads in Microsoft Dynamics CRM
Step 1: Add Leadsources in the head tag of your website
Leadsources is a simple tool that identifies the source of your leads. Once installed on your website, it tracks up to 7 lead source data points for each lead generated.
Sign up to Leadsources.io - it's free.
Insert the Leadsources tracking code into the head tag of your website - follow this guide.
Step 2: Add the UTM parameters to your TikTok ads
To track TikTok ads data, insert UTM parameters such as campaign, ad group, and ad into your URL.
You can add the following UTM parameters:
- UTM_medium=paidsocial
- UTM_source=tiktok
- UTM_campaign=campaign-name
- UTM_term=ad-group-name
- UTM_content=ad-name
The final version of your URL should look like this:
https://www.yoursite.com/?UTM_medium=paidsocial&UTM_source=tiktok&UTM_campaign=campaign-name&UTM_term=ad-group-name&UTM_content=ad-nameNote: Leadsources ensures comprehensive lead tracking by capturing channel, landing page, and landing page subfolder data, even when UTM parameters aren’t used.
Step 3: Add the hidden fields in your form
Leadsources records the lead source information directly in the hidden fields of your form.
When a lead completes your form, Leadsources updates the hidden fields with information about the TikTok ads.
For step-by-step guidance on including hidden fields in your form, check out this guide.
Step 4: Capture the TikTok ads data in Microsoft Dynamics CRM
When visitors click on your ads and reach your website, Leadsources monitors the TikTok ads data such as campaign, ad group, and ad.
Leadsources smoothly fills the hidden fields in your form using the ads data gathered from TikTok.
Following form submission, you can efficiently send TikTok ads data and your leads to Microsoft Dynamics CRM through the integration of your form with Microsoft Dynamics CRM.
How does Leadsources work?
Whenever a visitor lands on your site, Leadsources gathers the TikTok ads data.
The TikTok ads data gets added to the hidden fields of your form. When the form is submitted, this data is sent to Microsoft Dynamics CRM, along with the lead details (name, email, etc.).
The data outlined below is recorded by Leadsources for each visitor:
- Channel
- Source
- Campaign
- Content
- Term
- Landing page
- Landing page subfolder
Without UTM parameters, Leadsources still captures lead source data by relying on the referrer.
In some scenarios, UTM parameters cannot be applied, especially when traffic flows from organic channels:
- Google Search
- Instagram bio link
- Social media posts
- Etc.
In these instances, numerous lead source tracking tools cannot track the sources of leads as they are limited to UTM parameters. However, Leadsources is capable of gathering certain lead source information, even if UTM parameters are not present:
- Channel
- Source
- Landing page
- Landing page subfolder
Therefore, Leadsources stands out from many lead tracking tools by offering complete lead data tracking across all channels:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
Moreover, Leadsources sorts your traffic by channel without manual input, yielding a tidy dataset.
In summary, Leadsources distinguishes itself as an efficient and robust platform, providing comprehensive lead source data collection from all channels in a single, unified solution.
Performance reports: Lead, sales, and revenue by source
With the ability to track TikTok ads data in Microsoft Dynamics CRM, you can create a range of performance reports, including:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign (aka. Tiktok campaign)
- Leads, sales, and revenue by term (aka. Tiktok ad group)
- Leads, sales, and revenue by content (aka. TikTok ad)
- Leads, sales, and revenue by landing page
- Leads, sales, and revenue by landing page subfolder
This enables you to tailor your TikTok budget according to the specific campaign, ad group, and ad that produce your leads, sales, and revenue.
Let's analyze the various lead performance reports that can be produced with this data.
1. Lead source reports
Produce performance reports that reflect the quantity of leads generated by:
- Channel
- Source
- Campaign
- Term (aka. TikTok ad group)
- Content (aka. TikTok ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report provides insights into the channel that drives most of your leads.
Example #2: Leads by TikTok campaign
You can now narrow down to a specific lead source (like TikTok) and measure the leads generated from each TikTok campaign.
Example #3: Leads by TikTok ad
Following the identification of the TikTok campaign yielding the most leads, you can analyze which exact ad group or ad is generating those leads.
2. Sales and revenue source reports
With the TikTok campaign, ad group, and ad that generate our leads identified, we need to consider: are these leads resulting in actual sales and revenue?
We must determine which leads evolve into customers. By connecting your leads to a CRM like Microsoft Dynamics CRM, you can track the sales and revenue generated from various channels, sources, TikTok campaigns, ad groups, ads, landing pages, and other factors.
You can then modify your TikTok ads strategy to emphasize the channels, sources, campaigns, ad groups, and ads that drive sales and revenue.
You can then compile several sales and revenue reports, for example:
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (aka. TikTok ad group)
- Sales and revenue by content (aka. TikTok ad)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
To provide a clear example, consider the following situation:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
After initiating ads on Google and TikTok, the preliminary "Leads by Channel" report indicated that Social Paid ads (TikTok) were more effective in generating leads than Search Paid ads.
Nonetheless, upon reviewing the exported sales and revenue data from your CRM, you identified that the Search Paid channel yielded greater revenue with fewer leads than the Social Paid channel. Therefore, you decided to increase the budget for the Search Paid channel.
