By running lead generation ads on Facebook and importing leads into Nutshell CRM, you can't track which ad produced the lead, so when you convert a lead into a customer, you're unsure which ad resulted in the sale.
The lack of data obstructs your ability to optimize your Facebook ads, so you keep spending on multiple ads at the same time without knowing which one is generating in revenue.
By connecting each lead to the corresponding Facebook ad, campaign, audience, and ad set, Leadsource provides a solution to this problem.
In this article, you will be shown how to attribute each lead to the specific Facebook ad, campaign, audience, and ad set it came from.
Let’s dive into this!
Capture Facebook ads in Nutshell 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
Configure your Facebook campaigns with the UTM parameters you want to track.
For illustration purposes, you can track the campaign, ad set, audience, and ad with the following UTM parameters:
- UTM_source=facebook
- UTM_campaign=campaign-name
- UTM_term=ad-set-name
- UTM_content=ad-name
Leadsources captures comprehensive lead source data, such as channel, landing page, and landing page subfolder, providing complete insights at the lead level, even when UTM parameters are missing.
Step 3: Add the hidden fields in your form
To ensure Leadsources can store lead source data, you are required to create hidden fields in the form present on your landing page.
As a result, when a new lead submits your form, Leadsources automatically integrates the Facebook ads data into the hidden fields.
To successfully finalize the setup, check our detailed guide on adding hidden fields to your form.
Step 4: Capture the Facebook ads data in Nutshell CRM
As soon as users click your Facebook ads and reach your page, Leadsources captures important Facebook ads data, including the campaign, ad, ad set, and audience.
The hidden fields in your form are automatically supplied with Facebook ads data by Leadsources.
After you submit the form, you can ensure that the Facebook ads data and your leads are automatically sent to Nutshell CRM by connecting your form.
How does Leadsources work?
Each time a visitor arrives at your site, the Leadsources tracking code collects Facebook ads data including campaign, ad set, audience, and ad if it is placed in the head tag.
Once captured, the Facebook ads data is recorded in the hidden fields of your form, allowing it to be sent to your Nutshell CRM together with the lead.
Leadsources obtains the following data from those visiting your site:
- Channel
- Source
- Campaign
- Content
- Term
- Landing page
- Landing page subfolder
Leadsources tracks these lead source data even when UTM parameters are not applied.
In various cases, you may be unable to use UTM parameters:
- Google Search
- Instagram bio link
- Social media posts
- Etc.
This presents a challenge for most lead source tracking tools that rely solely on UTM parameters for their lead source data, whereas Leadsources tracks certain lead source data even in the absence of UTM parameters:
- Channel
- Source
- Landing page
- Landing page subfolder
Therefore, unlike many other tools, Leadsources ensures lead data tracking across every channel:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
As a consequence of automatically categorizing your traffic by channel, Leadsources yields a polished dataset.
By utilizing Leadsources, you build robust lead source tracking across all channels into a central place.
How to run performance reports
Since you’re tracking Facebook ads data in Nutshell CRM, you can now create a range of 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 gives you the tools to evaluate and adjust your Facebook ads budget with accuracy.
Let’s outline the various types of reports you can prepare.
Lead performance reports
These reports track the volume of leads generated by:
- Channel
- Campaign
- Ad set
- Audience
- Ad
- Landing page
- Landing page subfolder
Example #1
Collect and export data from diverse channels like SEO, PPC, and email to develop a report referred to as “Leads by Channel.”
Example #2
When you identify the channel that performs best (e.g., Facebook ads), you can focus your efforts on it to track the number of leads from each campaign.
Example #3
By determining the top lead-generating campaign, you can evaluate the specific audience, ad set, or ad linked to these leads.
Sales performance report
Identifying the ads and keywords that bring in the most leads is useful, but do they have a positive effect on your revenue?
When you send your form data to Nutshell CRM, it helps generate 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 investigating the performance of your Google and Facebook ads, you noted that Social Paid ads resulted in a higher lead count than Search Paid ads.
After several weeks of analysis, you realize that the Search Paid channel brought in more revenue while generating fewer leads than the Social Paid channel, which encourages you to boost the budget for Search Paid campaigns.
