While you’re managing lead generation ads on Facebook and sending the leads to Capsule CRM, you can’t tell which ad is generating which lead, so when a lead is turned into a customer, you have no idea which ad made the sale.
This gap in data prevents you from improving your Facebook ads, leaving you in a situation where you spend on multiple ads simultaneously, without knowing which one is producing the revenue.
The problem is resolved by Leadsource, which ties each lead to its respective Facebook ad, covering the campaign, ad set, audience, and ad.
In this article, you will be taught how to connect each lead to its specific Facebook ad, campaign, ad set, and audience.
Let’s jump into it!
Capture Facebook ads in Capsule 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
Integrate the UTM parameters you want to monitor within your Facebook campaigns.
Example: Track the campaign, ad set, audience, and ad by using the following UTM parameters:
- UTM_source=facebook
- UTM_campaign=campaign-name
- UTM_term=ad-set-name
- UTM_content=ad-name
With Leadsources, you can access all lead source information, such as channel, landing page, and subfolder, even when UTM parameters are not available, ensuring complete lead-level insights.
Step 3: Add the hidden fields in your form
To facilitate Leadsources in capturing lead source data, hidden fields need to be added to the form on your landing page.
Upon submission of your form by a new lead, Leadsources automatically inputs the Facebook ads data into the hidden fields.
Check our comprehensive guide to understand how to add hidden fields to your form and finish the setup.
Step 4: Capture the Facebook ads data in Capsule CRM
After clicking your Facebook ads and landing on your page, Leadsources efficiently captures the Facebook ads data, including campaign, ad, ad set, and audience.
The hidden fields of your form are filled with Facebook ads data by Leadsources automatically.
When you submit the form, the Facebook ads data can be passed automatically to Capsule CRM together with your leads. Simply link your form to Capsule CRM to set this up.
How does Leadsources work?
Placing the Leadsources tracking code in your site's head tag allows it to gather Facebook ads data including campaign, ad set, audience, and ad every time someone visits.
The Facebook ads data is securely stored in the hidden fields of your form after being captured. You can subsequently send this data to your Capsule CRM with the lead.
Leadsources collects these specific details from visitors:
- Channel
- Source
- Campaign
- Content
- Term
- Landing page
- Landing page subfolder
Leadsources captures these lead source data points, regardless of UTM parameter usage.
In specific scenarios, UTM parameters may be off the table:
- Google Search
- Instagram bio link
- Social media posts
- Etc.
This is a concern for many lead source tracking tools that depend on UTM parameters to obtain lead source data. However, Leadsources ensures tracking of certain lead source data even when UTM parameters can't be utilized:
- Channel
- Source
- Landing page
- Landing page subfolder
Therefore, Leadsources is particularly valuable for tracking lead data across various channels:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
Leadsources ensures your traffic is categorized by channel automatically, resulting in a clean dataset.
With Leadsources, you consolidate lead source tracking across every channel into one central space.
How to run performance reports
With Facebook ads data tracked in Capsule CRM, you have the opportunity to generate different 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
This supports you in analyzing and optimizing your Facebook ads budget more accurately.
We’ll go through the different reports that you can design.
Lead performance reports
These reports present the total number of leads generated through:
- Channel
- Campaign
- Ad set
- Audience
- Ad
- Landing page
- Landing page subfolder
Example #1
Compile information from various channels, including SEO, PPC, and email, to create a report titled “Leads by Channel.”
Example #2
After discovering which channel performs optimally, like Facebook ads, you can focus on it to assess the lead numbers from each campaign.
Example #3
Once you find the most productive campaign for leads, you can analyze which particular audience, ad set, or ad is influencing those results.
Sales performance report
Identifying the ads and keywords that attract the most leads is useful, but do they also correlate with increased revenue?
When you send your form data to Capsule CRM, it supports the creation of extensive sales performance evaluations.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
By assessing the performance of your Google and Facebook ads, you uncovered that Social Paid ads produced more leads than Search Paid ads.
After a few weeks of data analysis, you discover that the Search Paid channel generated more revenue with fewer leads compared to the Social Paid channel, leading to a budget increase for Search Paid campaigns.
