You capture YouTube leads with Gravity Forms, but you can’t associate those leads with specific ads. Similarly, when they become customers, you lack the ability to track them back to the ad.
The absence of tracking blocks your ability to measure YouTube ad performance and identify effective ads for lead and customer generation. This can lead to wasting resources on underperforming ads.
Luckily, it’s possible to establish a direct link between each lead and the YouTube campaign, ad group, and ad that created it.
Let’s break it down step by step!
How to track YouTube Ads in Gravity Forms
Step 1: Add Leadsources in the head tag of your website
Leadsources offers a simple way to monitor the source of your leads. After installation on your website, it tracks up to 7 lead source details per 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
Use UTM parameters in your ad URL to capture data on YouTube campaigns, ad groups, and ads. Follow this example setup for guidance:
UTM_source=youtubeUTM_campaign=campaign-nameUTM_term=ad-group-nameUTM_content=ad-name
Here’s what the final URL should look like:
https://www.yourdomain.com?UTM_source=youtube&UTM_campaign=campaign-name&UTM_term=ad-group-name&UTM_content=ad-nameNote: Whether or not UTM parameters are used, Leadsources automatically tracks all lead source data for a thorough analysis across every channel.
Step 3: Add the hidden fields in Gravity Forms
A hidden field is a type of form field that the user cannot see but that carries information submitted with the form.
Upon submission of your Gravity Forms, Leadsources automatically populates the hidden fields with data from your YouTube ads. The YouTube ads data is instantly stored in your Gravity Forms when the form is submitted.
Step 4: Capture the YouTube Ads data in Gravity Forms
When visitors click your ads and land on your site, Leadsources fetches the YouTube campaign, ad group, ad data (and more).
Afterward, Leadsources populates the YouTube ads data into Gravity Forms hidden fields, as illustrated in the examples.
Upon form submission, you can view the YouTube ad data along with the lead details directly in Gravity Forms.
How does Leadsources work?
Every time a user visits your site, Leadsources fetches YouTube Ads data and places it in the hidden fields of your form. When the form is submitted, this information, along with lead details like name and email, is transferred to Gravity Forms.
Leadsources tracks the source information for every individual lead:
| Lead source data | Fetched automatically |
| Channel | ✅ |
| Source | ✅ |
| Campaign | ✅ OR use UTM_campaign for paid ads |
| Content | UTM_content parameter is required |
| Term | UTM_term parameter is required |
| Landing page | ✅ |
| Landing page subfolder | ✅ |
As illustrated in the table above, when UTM parameters are not used—such as with organic sources like Google search or referrals—Leadsources still gathers some lead source data:
- Channel
- Source
- Campaign
Content(UTM parameter required)Term(UTM parameter required)- Landing page
- Landing page subfolder
What sets Leadsources apart from other tools, is its ability to track lead sources across both organic and paid marketing channels.
Click on a channel to view the lead source data that Leadsources embeds into your form.
Performance reports: Lead, sales, and revenue by source
By capturing YouTube Ads data in Gravity Forms, you can produce performance reports like:
- 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)
With this, you can adjust your YouTube budget based on the campaigns, ad groups, and ads that drive the most leads, sales, and revenue.
Let’s check out some of the reports you’re able to generate!
1. Lead source reports
Produce performance reports that highlight 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 figure out which channel produces the most leads.
Example #2: Leads by YouTube campaign
Now, you have the ability to zoom in on a specific lead source (e.g., YouTube) and track how many leads come from each campaign.
Example #3: Leads by YouTube ad
After finding the YouTube campaign that brings in the most leads, you can analyze which specific ad group or ad generated those leads.
2. Sales and revenue source reports
Now that we know which YouTube campaign, ad group, and ad are bringing in leads, we should determine if these leads are converting into actual sales and revenue.
To accomplish this, send your leads to a CRM like GoHighLevel. It will allow you to monitor sales and revenue from various sources, channels, YouTube campaigns, ad groups, ads, landing pages, and even subfolders of those landing pages.
This data enables you to adjust your YouTube ad strategy, focusing on the channels, sources, campaigns, ad groups, and ads that produce the most sales and revenue.
You have the ability to generate different types of sales and revenue reports, like:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign (aka. YouTube campaign)
- Sales and revenue by term (aka. YouTube ad group)
- Sales and revenue by content (aka. 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 |
After initiating campaigns on Google (Search Paid) and YouTube (Social Paid), the first “Leads by Channel” report showed YouTube ads outperforming Google Search ads in lead generation.
After reviewing the sales and revenue data in your CRM, you found that the Search Paid channel was more profitable, generating higher revenue with fewer leads compared to Social Paid. Consequently, you adjusted your budget to allocate more funds to Search Paid.