You are utilizing Google Analytics to monitor the origin of your leads; however, it is currently not possible to attribute individual leads to specific channels.
Similarly, when a lead converts into a customer, there is no method to trace that customer back to a specific channel or advertisement.
This limitation exists because Google Analytics provides lead source data only at an aggregated level (e.g., showing that 50 leads were generated from the Paid Search channel) rather than on an individual basis.
However, our goal is to connect every lead to its precise source on a lead-by-lead basis.
So when the lead transforms into a paying customer, we can trace its origin to the specific channel.
Fortunately, there is a simple solution to associate each lead with the specific channel that generated it, and transfer this data into Insightly to track the channel responsible for each paid customer.
Let’s take it step by step!
How to track Google Analytics data in Insightly
Step 1: Add Leadsources in your website
Leadsources is a simple tool that tracks lead source data, in the same way Google Analytics does. Once set up on your site, it captures up to 7 lead source details for each lead.
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
➡️ Sign up to Leadsources.io for free
➡️ Add the Leadsources tracking code to your site
Step 2: Add the hidden fields in your form
Hidden fields are form inputs that are hidden from the user but store valuable data for form submission.
Leadsources stores lead source data in hidden fields. When a visitor submits the form, these fields are automatically populated with the lead source.
Step 3: Send lead source data to Insightly
The lead source information can be transmitted from your form builder to Insightly.
Insightly enables you to track the source of your leads, sales, and revenue in real-time.
This closes the gap between your marketing initiatives and sales performance.
➡️ Send lead source data to Insightly
How does Leadsources work?
Leadsources captures lead source data when a visitor lands on your website, similar to Google Analytics, and fills in the hidden fields on your form. After the form is submitted, this information, along with the lead’s name and email, is transferred to Insightly.
Leadsources follows the source of every lead you generate:
| Lead source data | Fetched automatically |
| Channel | ✅ |
| Source | ✅ |
| Campaign | ✅ OR use UTM_campaign |
| Content | UTM_content parameter is required |
| Term | UTM_term parameter is required |
| Landing page | ✅ |
| Landing page subfolder | ✅ |
Even when UTM parameters are not present—like with organic sources such as Google search or mentions of your site in an article—Leadsources tracks the following lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Unlike other tools, Leadsources is unique by capturing lead sources from both paid and organic marketing channels.
Choose a channel to view the data that Leadsources inserts as the lead source in your form.
Performance reports: Lead, sales, and revenue by source
With lead source data tracked in Insightly, you can produce comprehensive performance reports, such as:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign
- Leads, sales, and revenue by term (e.g. keyword or adset)
- Leads, sales, and revenue by content (e.g. ad)
- Leads, sales, and revenue by landing page
- Leads, sales, and revenue by landing page subfolder
This enables more precise adjustments to your marketing budget based on which channels, sources, campaigns, terms, and content generate the most leads, sales, and revenue.
Let’s review some of the reports you can generate.
1. Lead source reports
Create analytical reports that reflect the number of leads generated from:
- Channel
- Source
- Campaign
- Term (e.g. keyword or adset)
- Content (e.g. ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report reveals which channel brings in the most leads.
Example #2: Leads by campaign
You can now direct your attention to a particular lead source (e.g., Google Ads) and evaluate the number of leads generated by each campaign.
Example #3: Leads by keyword and ad
After identifying the highest-performing campaign, you can assess the specific keyword ad that is driving the leads.
2. Sales and revenue source reports
Once we understand which channels, sources, campaigns, terms, and content are generating leads, the next step is to check if these leads are resulting in sales and revenue.
For optimal tracking, forward your leads to Insightly, where you can measure sales and revenue across channels, sources, campaigns, keywords, content, landing pages, and subfolders.
This data allows you to modify your marketing strategy, focusing on the channels and campaigns that bring in the most sales and revenue.
You are able to create detailed reports on sales and revenue, such as:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g. Keywords)
- Sales and revenue by content (e.g. Ads)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
To give a practical example, we’ll consider the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
The “Leads by Channel” report, generated from campaigns on Google Ads and Facebook Ads Manager, revealed that Facebook (Social Paid) brought in a greater number of leads than Google (Search Paid).
After reviewing the sales and revenue figures in Insightly, you found that Search Paid generated a higher return on investment, despite fewer leads, compared to Social Paid. This insight led you to adjust your budget accordingly.