You capture leads from YouTube and integrate them into Microsoft Dynamics CRM, but connecting each lead to a specific YouTube ad isn’t possible. As leads convert to customers, the challenge continues and you can't link them to their initial YouTube ad.
This absence of tracking means you can't evaluate your YouTube ads effectiveness, making it difficult to know which ones contribute to lead generation and customer acquisition. Thus, you end up spending on various ads without insight into their performance.
Luckily, there's an efficient way to trace each lead back to the precise YouTube campaign, ad group, and ad that attracted it.
Let's take it one step at a time!
How to Track YouTube Ads in Microsoft Dynamics CRM
Step 1: Add Leadsources in the head tag of your website
Leadsources is a simple tool for tracking lead sources. Once it’s on your site, it captures up to 7 source data points for each lead.
➡️ Sign up to Leadsources.io for free
➡️ Add the Leadsources tracking code to your site
Step 2: Add the UTM parameters to your YouTube Ads
To track YouTube ad data, place UTM parameters in your ad URL to record the campaign, ad group, and ad information. You might use the following format:
UTM_source=YouTubeUTM_campaign=campaign-nameUTM_term=ad-group-nameUTM_content=ad-name
Your final URL should look like this:
https://www.yourdomain.com/?&UTM_source=youtube&UTM_campaign=campaign-name&UTM_term=ad-group-name&UTM_content=ad-nameNote: Even without UTM parameters, Leadsources ensures all lead source data is captured for comprehensive tracking.
Step 3: Add the hidden fields in your form
A hidden field is a type of form element that remains unseen by the user but holds data that is included when the form is submitted.
Leadsources captures lead source data within these hidden fields. As soon as the lead submits the form, Leadsources automatically inserts YouTube Ads data into them.
Step 4: Capture the YouTube Ads data in Microsoft Dynamics CRM
As users click on your ads and come to your site, Leadsources fetches the YouTube campaign, ad group, and ad data, plus additional information.
Leadsources proceeds to insert this YouTube ad data into the hidden fields of your form.
When the form is submitted, Microsoft Dynamics CRM will display the YouTube ad data along with the lead details (this requires connecting your form to Microsoft Dynamics CRM).
How does Leadsources work?
Whenever a visitor arrives on your site, Leadsources fetches the YouTube ad data and populates it into your form's hidden fields. When the form is submitted, this data, including the lead's name and email, is sent to Microsoft Dynamics CRM.
Leadsources keeps a record of all the lead source data for each lead generated:
| 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 | ✅ |
As indicated in the table above, in situations where UTM parameters aren't applicable—like organic sources such as Google search or your website being included in an article—Leadsources still collects the following lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Leadsources stands apart from other tools by tracking lead sources across all types of marketing channels, both paid and organic.
Select a marketing channel to check out the lead source data that Leadsources includes in your form.
Performance reports: Lead, sales, and revenue by source
By capturing YouTube Ads data in Microsoft Dynamics CRM, you can create detailed performance reports such as:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign (aka. YouTube campaign)
- Leads, sales, and revenue by term (aka. YouTube ad group)
- Leads, sales, and revenue by content (aka. YouTube ad)
By using this data, you can modify your YouTube Ads budget to focus on the campaigns, ad groups, and ads that deliver the best results in terms of leads, sales, and revenue.
Now, let's take a look at some of the reports you can generate!
1. Lead source reports
Create reports that track the number of leads generated by:
- Channel
- Source
- Campaign (aka. YouTube campaign)
- Term (aka. YouTube ad group)
- Content (aka. YouTube ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report helps you discover which channel is the most effective at generating leads.
Example #2: Leads by YouTube campaign
This allows you to focus on a specific lead source (e.g., YouTube) and measure the number of leads each YouTube campaign produces.
Example #3: Leads by YouTube ad
Once you determine which YouTube campaign brings in the most leads, you can analyze the ad group or ad responsible for generating them.
2. Sales and revenue source reports
Having identified the YouTube campaign, ad group, and ad responsible for generating our leads, we must now evaluate if these leads are leading to sales and revenue.
To enable this, connect your leads to a CRM like Microsoft Dynamics CRM, which will help you track sales and revenue from all your channels, sources, YouTube campaigns, ad groups, ads, landing pages, and subfolders.
By analyzing this data, you can improve your YouTube Ads approach, emphasizing the channels, sources, campaigns, ad groups, and ads that deliver the most sales and revenue.
You have the ability to generate several reports that detail sales and revenue, including:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g., YouTube ad group)
- Sales and revenue by content (e.g., YouTube 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 |
The first "Leads by Channel" report, after launching ads on Google and YouTube, showed that YouTube's Social Paid ads led to more leads than Google's Search Paid ads.
After diving into the sales and revenue data in Microsoft Dynamics CRM, you saw that the Search Paid channel delivered more revenue with fewer leads than the Social Paid channel. Consequently, you shifted your budget towards the Search Paid channel.
