Running Facebook lead generation ads and moving the leads to Creatio CRM leaves you without the ability to track which ad produced each lead, so when a lead becomes a customer, you cannot know which ad was responsible for the sale.
This missing data stops you from optimizing your Facebook ads, causing you to invest in several ads at the same time, not knowing which one is contributing to the revenue.
This challenge is handled by Leadsource, which connects each lead back to the exact Facebook ad, along with the campaign, ad set, audience, and ad.
Here, you will be taught how to attribute each lead to a specific Facebook ad, campaign, ad set, and audience.
Let’s begin!
Capture Facebook ads in Creatio 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’re tracking in your Facebook campaigns.
Here’s how: you can track the campaign, ad set, audience, and ad with these UTM parameters:
- UTM_source=facebook
- UTM_campaign=campaign-name
- UTM_term=ad-set-name
- UTM_content=ad-name
Leadsources records all lead source details, such as channel, landing page, and subfolder, even if UTM parameters are missing, providing a complete lead-level insights.
Step 3: Add the hidden fields in your form
To enable the storage of lead source data by Leadsources, you must create hidden fields within your landing page form.
As a new lead submits your form, Leadsources automatically populates the hidden fields with relevant Facebook ads data.
Refer to our guide to learn how to add hidden fields to your form for completing the setup.
Step 4: Capture the Facebook ads data in Creatio CRM
Upon clicking your Facebook ads and landing on your site, Leadsources records the Facebook ads data, such as campaign, ad, ad set, and audience.
The hidden fields of your form receive automatic updates with Facebook ads data through Leadsources.
After submitting your form, Facebook ads data can be automatically forwarded to Creatio CRM together with your leads. To do so, just connect your form to Creatio CRM.
How does Leadsources work?
When you incorporate the Leadsources tracking code into your site’s head tag, it collects Facebook ads data like campaign, ad set, audience, and ad whenever a visitor lands.
After being captured, the Facebook ads data finds its place in the hidden fields of your form. This information can then be sent to your Creatio CRM alongside the lead.
The data listed below is collected by Leadsources from visitors:
- Channel
- Source
- Campaign
- Content
- Term
- Landing page
- Landing page subfolder
Regardless of UTM parameters, Leadsources tracks this lead source data.
There are moments when UTM parameters cannot be utilized:
- Google Search
- Instagram bio link
- Social media posts
- Etc.
For numerous lead source tracking tools, this situation poses a problem as they rely entirely on UTM parameters for their data. Meanwhile, Leadsources effectively tracks certain lead source data even when UTM parameters are absent:
- Channel
- Source
- Landing page
- Landing page subfolder
Thus, Leadsources is notable for its capacity to track lead data across all channels:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
Leadsources simplifies your data by automatically categorizing traffic by channel, resulting in a clean dataset.
With Leadsources, you can develop a unified lead source tracking system for all channels in a central place.
How to run performance reports
Now that Facebook ads data is flowing into Creatio CRM, you can produce multiple 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 helps you review and adjust your Facebook ads budget with enhanced precision.
We’ll discuss the different types of reports that you can create.
Lead performance reports
These reports clarify the number of leads produced by:
- Channel
- Campaign
- Ad set
- Audience
- Ad
- Landing page
- Landing page subfolder
Example #1
Draw data from multiple channels, such as SEO, PPC, and email, to compile a report called “Leads by Channel.”
Example #2
When you determine the highest-performing channel, like Facebook ads, you can focus your analysis on it to view the number of leads from every campaign.
Example #3
After you determine the most effective campaign for leads, you can examine the audience, ad set, or ad behind those results.
Sales performance report
While determining which ads and keywords generate the highest number of leads is helpful, do they also support your revenue growth?
By delivering your form data to Creatio CRM, you enable 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 |
By reviewing the performance of your Google and Facebook ads, you determined that Social Paid ads resulted in a higher lead volume compared to Search Paid ads.
Following several weeks of analysis, you see that the Search Paid channel generated more revenue despite attracting fewer leads than the Social Paid channel, leading you to decide to increase the Search Paid campaign budget.