You manage lead generation ads on Facebook and direct leads to ClickUp CRM, but you cannot identify which specific Facebook ad generated each lead, leaving you unable to track the ad responsible for a sale when a lead converts into a customer.
Without this data, you are unable to optimize your Facebook ads, as you are investing in multiple campaigns simultaneously without knowing which one is driving revenue.
Leadsource solves this problem by connecting each lead to its corresponding Facebook ad, tracking details such as the campaign, ad set, audience, and individual ad.
This article will walk you through the process of attributing each lead to a specific Facebook ad, campaign, ad set, and audience.
Let's begin!
Capture Facebook ads in ClickUp 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
Add the UTM parameters you want to track to your Facebook campaigns.
For example, you can track the campaign, ad set, audience, and ad using the following UTM parameters:
- UTM_source=facebook
- UTM_campaign=campaign-name
- UTM_term=ad-set-name
- UTM_content=ad-name
Leadsources gathers all relevant lead source information, including channel, landing page, and subfolder, even in the absence of UTM parameters, providing comprehensive insights at the lead level.
Step 3: Add the hidden fields in your form
To allow Leadsources to store lead source data, you need to create hidden fields in the form on your landing page.
When a new lead submits the form, Leadsources automatically fills the hidden fields with data from the Facebook ads.
Refer to our detailed guide on adding hidden fields to your form to complete the setup process.
Step 4: Capture the Facebook ads data in ClickUp CRM
When users click on your Facebook ads and visit your page, Leadsources captures relevant Facebook ads data, including the campaign, ad, ad set, and audience.
Leadsources automatically populates the hidden fields in your form with data from Facebook ads.
Once the form is submitted, the Facebook ads data, along with your leads, can be automatically transferred to ClickUp CRM. Simply connect your form to ClickUp CRM to enable this feature.
How does Leadsources work?
By placing the Leadsources tracking code in the head tag of your site, it collects Facebook ads data, including campaign, ad set, audience, and ad each time a visitor arrives.
Once captured, the Facebook ads data is stored in the hidden fields of your form, allowing it to be sent to your ClickUp CRM along with the lead.
Leadsources collects the following information from visitors:
- Channel
- Source
- Campaign
- Content
- Term
- Landing page
- Landing page subfolder
Leadsources tracks this lead source data even in the absence of UTM parameters.
There are circumstances in which you cannot use UTM parameters:
- Google Search
- Instagram bio link
- Social media posts
- Etc.
This presents a challenge for many lead source tracking tools that rely exclusively on UTM parameters for lead source data. However, Leadsources is able to track specific lead source data even when UTM parameters are not available:
- Channel
- Source
- Landing page
- Landing page subfolder
As a result, Leadsources provides lead data tracking across all channels, distinguishing it from other tools:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
Leadsources automatically organizes your traffic by channel, creating a clean dataset.
With Leadsources, you can implement effective lead source tracking across all channels from a centralized platform.
How to run performance reports
With Facebook ads data now integrated into ClickUp CRM, you can create a variety of performance reports, including:
- 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 enables you to evaluate and adjust your Facebook ads budget more accurately.
Let’s examine the different types of reports you can generate.
Lead performance reports
These reports demonstrate the number of leads generated by:
- Channel
- Campaign
- Ad set
- Audience
- Ad
- Landing page
- Landing page subfolder
Example #1
Export data from various channels, including SEO, PPC, and email, to create a report named “Leads by Channel.”
Example #2
By identifying the best-performing channel, such as Facebook ads, you can focus your efforts on that channel to analyze the number of leads generated by each campaign.
Example #3
After determining the highest-performing lead-generating campaign, you can identify the specific audience, ad set, or ad that is responsible for driving those leads.
Sales performance report
While identifying the ads and keywords that yield the most leads is beneficial, it is important to consider whether they also contribute to your revenue.
Sending your form data to ClickUp CRM facilitates the generation of detailed sales performance reports.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
After evaluating the performance of your Google and Facebook ads, you discovered that Social Paid ads produced more leads than Search Paid ads.
After several weeks of analysis, you observed that the Search Paid channel generated more revenue despite attracting fewer leads than the Social Paid channel, leading your decision to increase the budget for Search Paid campaigns.
