Collecting leads from Instagram and adding them to ClickUp CRM lacks the ability to identify each lead with a unique ad. Similarly, as leads turn into customers, it becomes challenging to link them to the original Instagram campaign.
Without tracking in place, understanding the impact of your Instagram ads is challenging, so you can’t identify which ads generate leads and customers. This can lead to investing in ads without knowing their effectiveness.
Luckily, there’s a method that enables you to tie each lead back to the specific Instagram campaign, ad set, and ad it came from.
Let’s take it step by step through the process!
How to Track Instagram Ads in ClickUp CRM
Step 1: Add Leadsources in the head tag of your website
Step 2: Add the UTM parameters to your Instagram ads
To extract data from Instagram ads, include UTM parameters in your ad URL, detailing the campaign, ad set, and ad components. Follow this structure:
UTM_medium=paidsocialUTM_source=instagramUTM_campaign=campaign-nameUTM_term=ad-set-nameUTM_content=ad-name
The final URL should be presented like this:
https://www.yourdomain.com/?UTM_medium=paidsocial&UTM_source=instagram&UTM_campaign=campaign-name&UTM_term=ad-set-name&UTM_content=ad-nameReminder: Leadsources accumulates all lead source information, regardless of the use of UTM parameters, ensuring that every lead is accurately tracked.
Step 3: Add the hidden fields in your form
Hidden fields in forms are not accessible to users, but they still function to gather and store submitted information.
Leadsources utilizes hidden fields in your form to retain lead source information. When a lead completes the form, these fields are populated with data from Instagram ads automatically.
Leadsources is designed to be compatible with all popular form builders. For a detailed walkthrough on adding hidden fields to your form, please refer to this guide.
Step 4: Capture the Instagram ads data in ClickUp CRM
When users tap on your ads and come to your site, Leadsources pulls information from the Instagram campaign, ad set, ad data, and additional sources.
The hidden fields of your form are populated with data from Instagram ads via Leadsources.
Accordingly, once you submit the form, you can review the Instagram ad data and lead details in ClickUp CRM (this requires integrating your form with ClickUp CRM).
How does Leadsources work?
Whenever a user arrives on your site, Leadsources gathers Instagram ad data and inserts it into the hidden fields of your form. After the form is submitted, this information is delivered to ClickUp CRM, along with the lead details you've captured (such as name and email).
Leadsources tracks all the lead source information linked to every lead:
| Lead source data | Fetched automatically |
| Channel | ✅ |
| Source | ✅ |
| Campaign | ✅ OR use UTM_campaign |
| Content | UTM_content parameter is required |
| Term | UTM_term parameter is required |
| Landing page | ✅ |
| Landing page subfolder | ✅ |
The table above reveals that when UTM parameters are unusable—such as with organic sources like Google search or Instagram bio links—Leadsources successfully collects specific lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Unlike other solutions, Leadsources has the capability to monitor lead sources across every marketing channel, including both organic and paid.
Choose a channel to examine the lead source data that Leadsources incorporates into your form.
Performance reports: Lead, sales, and revenue by source
Analyzing Instagram ads data with ClickUp CRM lets you develop performance reports, such as:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign (aka. Instagram campaign)
- Leads, sales, and revenue by term (aka. Instagram ad set)
- Leads, sales, and revenue by content (aka. Instagram ad)
This allows you to shift your Instagram budget according to the campaigns, ad sets, and ads that drive the most leads, sales, and revenue.
Let’s dive into the different reports you can generate:
1. Lead source reports
Create performance reports that reflect the number of leads sourced from:
- Channel
- Source
- Campaign (aka. Instagram campaign)
- Term (aka. Instagram ad set)
- Content (aka. Instagram ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report uncovers which channel contributes the most to lead generation.
Example #2: Leads by Instagram campaign
You can now shift your focus to a particular lead source (e.g., Instagram) and track how many leads are generated by every Instagram campaign.
Example #3: Leads by Instagram ad
Once you determine the Instagram campaign with the highest lead volume, you can review which specific ad group or ad is generating those leads.
2. Sales and revenue source reports
After recognizing the Instagram campaign, ad set, and ad that produce our leads, we must evaluate if these leads are leading to sales and revenue.
To support this process, integrate your leads with a CRM such as ClickUp CRM. This connection allows for tracking sales and revenue across diverse channels, sources, Instagram campaigns, ad sets, ads, landing pages, and their relevant subfolders.
This information helps you to reshape your Instagram ad strategy, prioritizing the channels, sources, campaigns, ad sets, and ads that have led to the most significant sales and revenue.
It is possible to compile diverse sales and revenue reports, such as:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g., Instagram ad set)
- Sales and revenue by content (e.g., Instagram ad)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
Example Scenario:
| Channel | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After launching advertising campaigns on Google and Instagram, the first "Leads by Channel" report highlighted that Social Paid ads (Instagram) outperformed Search Paid ads in acquiring leads.
However, after assessing the sales and revenue statistics in ClickUp CRM, you realized that the Search Paid channel produced higher revenue with fewer leads than the Social Paid channel. Thus, you decided to modify your budget to allocate more funds to the Search Paid channel.
