While you run lead generation ads on Facebook and funnel leads into Agile CRM, you don’t have visibility into which ad produced each lead, making it hard to know which ad is responsible for the sale upon conversion.
The missing data keeps you from optimizing your Facebook ads, leaving you to invest in multiple ads simultaneously without clarity on which one brings in the revenue.
This problem is fixed by Leadsource, which ensures each lead is connected to the exact Facebook ad, along with the campaign, ad set, and audience.
You’ll learn in this article how to attribute every lead to the precise Facebook ad, campaign, ad set, and audience it originated from.
Let’s explore this!
Capture Facebook ads in Agile CRM
Step 1: Add Leadsources in the head tag of your website
Sign up to Leadsources.io, and benefit from our 14-day free trial.
Add the Leadsources tracking code in the head tag of your site - follow this easy step-by-step guide.
Step 2: Add the UTM parameters to your Facebook ads campaigns
Incorporate the UTM parameters you want to follow in your Facebook campaigns.
Example: You can use the following UTM parameters to track the campaign, ad set, audience, and ad:
- UTM_source=facebook
- UTM_campaign=campaign-name
- UTM_term=ad-set-name
- UTM_content=ad-name
Leadsources records all lead source information, covering channel, landing page, and landing page subfolder, even when UTM parameters are absent, offering complete insights at the level of each lead.
Step 3: Add the hidden fields in your form
To facilitate the storage of lead source data by Leadsources, hidden fields should be created in the form on your landing page.
When a new lead completes your form, Leadsources automatically retrieves and adds the Facebook ads data into the hidden fields.
Make sure to consult our detailed guide for adding hidden fields to your form to ensure the setup is complete.
Step 4: Capture the Facebook ads data in Agile CRM
When a user clicks your Facebook ads and arrives at your landing page, Leadsources automatically captures the associated Facebook ads data (campaign, ad, ad set, audience).
Automatically, Leadsources populates the hidden fields of your form with the relevant Facebook ads data.
Following form submission, the Facebook ads data can be automatically sent to Agile CRM with your leads if you connect your form to Agile CRM.
How does Leadsources work?
When you insert the Leadsources tracking code in the head tag of your website, it automatically gathers Facebook ads data, including campaign, ad set, audience, and ad, with every visitor.
Once the Facebook ads data is captured, it is stored in your form's hidden fields, ready to be sent to your Agile CRM along with the lead.
Leadsources retrieves the following information from your site’s visitors:
- Channel
- Source
- Campaign
- Content
- Term
- Landing page
- Landing page subfolder
These lead source data are monitored by Leadsources, regardless of UTM parameter usage.
Occasionally, you might encounter situations where UTM parameters are not applicable:
- Google Search
- Instagram bio link
- Social media posts
- Etc.
Most lead source tracking tools have this problem because they rely exclusively on UTM parameters for lead source data, but Leadsources is able to track certain lead source data even without using UTM parameters:
- Channel
- Source
- Landing page
- Landing page subfolder
Consequently, Leadsources facilitates lead data tracking across all channels, which sets it apart from its competitors:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
By automatically sorting your traffic into channels, Leadsources creates a tidy dataset as a result.
Leadsources helps you create strong lead source tracking across all channels, gathered in a single central area.
How to run performance reports
Now that you’ve tracked Facebook ads data in Agile CRM, you have the ability to produce various performance reports, such as:
- Leads by channel
- Leads by campaign
- Leads by ad set
- Leads by audience
- Leads by ad
- Leads by landing page
- Leads by landing page subfolder
As a result, you can more accurately evaluate and adjust your Facebook ads budget.
Let’s dive into the various types of reports you’re able to make.
Lead performance reports
These reports outline the volume of leads resulting from:
- Channel
- Campaign
- Ad set
- Audience
- Ad
- Landing page
- Landing page subfolder
Example #1
Export information from various channels including SEO, PPC, and email to compile a report named “Leads by Channel.”
Example #2
After identifying the top channel (e.g., Facebook ads), you can focus on it to see how many leads come from each campaign.
Example #3
By establishing the campaign that generates the most leads, you can analyze which particular audience, ad set, or ad is driving these results.
Sales performance report
Determining which ads and keywords attract the highest number of leads is insightful, but do they also lead to increased revenue?
By transmitting your form data to Agile CRM, you assist in generating detailed reports on sales performance.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
Upon analyzing your Google and Facebook ads, it was revealed that Social Paid ads generated more leads than Search Paid ads.
After spending a few weeks analyzing the performance, you notice that the Search Paid channel achieved more revenue with fewer leads than the Social Paid channel, leading you to increase the budget for Search Paid campaigns.
