You manage Facebook lead generation ads and direct the leads to Kylas Sales CRM, but you are unable to track which ad brought in each lead? This is leaving you uncertain about the specific ad that led to a customer conversion.
Without this critical data, it's impossible to enhance your Facebook ad strategy, as you're investing in several ads at once but can't determine which is delivering revenue.
This issue is resolved by Leadsource, which tracks each lead back to the exact Facebook ad, covering campaign details, ad set, audience, and the specific ad involved.
You will discover how to accurately link each lead to a specific Facebook ad, campaign, ad set, and audience in this article.
Let’s dive in!
Capture Facebook ads in Kylas Sales 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 plan to monitor to your Facebook campaigns.
For illustration, these UTM parameters can be used 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 captures all lead source details, including channel, landing page, and subfolder, even when UTM parameters are not present, ensuring a complete understanding at the lead level.
Step 3: Add the hidden fields in your form
To enable the storage of lead source data in Leadsources, hidden fields must be created in the form on your landing page.
Leadsources automatically populates the hidden fields with Facebook ads data when a new lead submits your form.
For detailed instructions on adding hidden fields to your form and completing the setup, refer to our comprehensive guide.
Step 4: Capture the Facebook ads data in Kylas Sales CRM
When users click on your Facebook ads and land on your page, Leadsources captures campaign related data, including information about the ad, ad set, and target audience
The hidden fields in your form are populated with Facebook ads information automatically by Leadsources.
After submitting the form, the Facebook ads data and your leads can be sent to Kylas Sales CRM. To facilitate this, simply connect your form to Kylas Sales CRM.
How does Leadsources work?
By inserting the Leadsources tracking code into the head tag of your website, you enable it to capture Facebook ads data like campaign, ad set, audience, and ad each time a visitor accesses your site.
After capture, the Facebook ads data is stored in the hidden fields of your form, and it can later be transmitted to your Kylas Sales CRM alongside the lead.
Leadsources compiles the following data from visitors:
- Channel
- Source
- Campaign
- Content
- Term
- Landing page
- Landing page subfolder
This lead source data is monitored by Leadsources, even when UTM parameters are not used.
There are instances when using UTM parameters is not possible:
- Google Search
- Instagram bio link
- Social media posts
- Etc.
For many lead source tracking tools, this limitation arise a challenge since they rely solely on UTM parameters for lead source data. Conversely, Leadsources can still capture lead source data even when UTM parameters are not present:
- Channel
- Source
- Landing page
- Landing page subfolder
Thus, Leadsources stands out from other tools by providing lead data tracking across multiple channels:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
Automatically classifying your traffic by channel, Leadsources produces a tidy dataset.
Leadsources enables you to create strong lead source tracking for all channels in a unified location.
How to run performance reports
Having Facebook ads data recorded in Kylas Sales CRM allows you to generate a range 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
As a result, you can review and adjust your Facebook ads budget more accurately.
Let’s investigate the range of reports you can produce.
Lead performance reports
These reports reflect the number of leads acquired through:
- Channel
- Campaign
- Ad set
- Audience
- Ad
- Landing page
- Landing page subfolder
Example #1
Collect data from various channels such as SEO, PPC, and email and export it to generate a report titled “Leads by Channel.”
Example #2
Once you recognize the most successful channel, such as Facebook ads, you can focus on it to evaluate the number of leads generated by each campaign.
Example #3
When you identify the leading lead-generating campaign, you can discover which particular audience, ad set, or ad is driving those leads.
Sales performance report
Identifying the ads and keywords responsible for generating the most leads is advantageous, but do they have an effect on your overall revenue?
Submitting your form data to Kylas Sales CRM enables the development of complete sales performance reports.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
After assessing the effectiveness of your Google and Facebook ads, you found that Social Paid ads resulted in more leads than Search Paid ads.
After conducting several weeks of analysis, you realized that the Search Paid channel brought in more revenue, even though it had fewer leads than the Social Paid channel, leading you to increase the budget for Search Paid campaigns.
