As you gather leads on Instagram and synchronize them with ACT CRM, assigning them to specific ads isn’t possible. Likewise, once converted, the original Instagram ad can’t be traced.
Without tracking, assessing the effectiveness of your Instagram ads is challenging, so you can’t see which ads are generating leads and customers. Consequently, you might invest in ads without understanding their results.
Luckily, it's now easy to connect each lead to the Instagram campaign, ad set, and ad it came from.
Let’s go through this process step by step!
How to Track Instagram Ads in ACT CRM
Step 1: Add Leadsources in the head tag of your website
Leadsources makes tracking lead origins simple. Once it’s added to your website, it gathers up to 7 pieces of data on each lead source.
Step 2: Add the UTM parameters to your Instagram ads
Insert UTM parameters into the URL to track Instagram ad data for campaign, ad set, and ad. Use this template:
UTM_medium=paidsocialUTM_source=instagramUTM_campaign=campaign-nameUTM_term=ad-set-nameUTM_content=ad-name
The final outcome for the URL should be formatted as:
https://www.yourdomain.com/?UTM_medium=paidsocial&UTM_source=instagram&UTM_campaign=campaign-name&UTM_term=ad-set-name&UTM_content=ad-nameRemember that Leadsources collects every piece of lead source data, even if UTM parameters aren’t applied, ensuring comprehensive tracking for each lead.
Step 3: Add the hidden fields in your form
These hidden fields in forms are not presented to users, but they can still hold valuable information submitted with the form.
Leadsources retains lead source data in hidden fields of your form. Consequently, when a lead submits the form, these fields are populated with Instagram ad data automatically.
Leadsources easily integrates with all leading form builders. For detailed guidance on adding hidden fields in your form, refer to this guide.
Step 4: Capture the Instagram ads data in ACT CRM
When users click your ads and land on your site, Leadsources captures the Instagram campaign, ad set, and ad data, as well as other information.
Leadsources populates the hidden fields of your form with relevant Instagram ads data.
So, once the form is submitted, you can view the Instagram ad data and lead details in ACT CRM (This requires a connection between your form and ACT CRM).
How does Leadsources work?
Whenever someone visits your site, Leadsources fetches Instagram ad data and fills it into the hidden fields of your form. Once the form is submitted, this data goes to ACT CRM, along with the lead information you've collected (like name and email).
Leadsources preserves all lead source data connected to 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 | ✅ |
As presented in the table above, in scenarios where UTM parameters are not applicable—like organic sources such as Google search or Instagram bio links—Leadsources still fetches some lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Leadsources distinguishes itself from other tools by monitoring lead sources across all marketing channels, including both organic and paid.
Select a channel to see what lead source information Leadsources provides in your form.
Performance reports: Lead, sales, and revenue by source
Monitoring Instagram ads data in ACT CRM provides the opportunity to create performance reports such as:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign (aka. Instagram campaign)
- Leads, sales, and revenue by term (aka. Instagram ad set)
- Leads, sales, and revenue by content (aka. Instagram ad)
This helps you to align your Instagram budget with the campaigns, ad sets, and ads that bring in the greatest leads, sales, and revenue.
Let’s investigate a selection of reports you can create:
1. Lead source reports
Produce performance reports that account for the number of leads generated by:
- Channel
- Source
- Campaign (aka. Instagram campaign)
- Term (aka. Instagram ad set)
- Content (aka. Instagram ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report clarifies which channel is leading in terms of lead generation.
Example #2: Leads by Instagram campaign
You can now specifically concentrate on a lead source (e.g., Instagram) and track the leads generated by individual campaigns.
Example #3: Leads by Instagram ad
Once you highlight the Instagram campaign that attracts the most leads, you can examine which specific ad group or ad contributes to those numbers.
2. Sales and revenue source reports
With the Instagram campaign, ad set, and ad identified that yield our leads, we must now determine if these leads translate into sales and revenue.
To execute this effectively, connect your leads to a CRM like ACT CRM. This connection enables tracking of sales and revenue from different channels, sources, Instagram campaigns, ad sets, ads, landing pages, and their respective subfolders.
With these insights, you can refine your Instagram ad strategy to highlight the channels, sources, campaigns, ad sets, and ads that produce the most sales and revenue.
There are several types of sales and revenue reports you can create, including:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g., Instagram ad set)
- Sales and revenue by content (e.g., Instagram ad)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
Example Scenario:
| Channel | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After launching ads on Google and Instagram, the initial "Leads by Channel" report showed that Social Paid ads (Instagram) delivered more leads compared to Search Paid ads.
Nevertheless, after studying the sales and revenue data in ACT CRM, you identified that the Search Paid channel was more profitable, producing higher revenue with a smaller lead count than the Social Paid channel. Thus, you adjusted your budget to favor the Search Paid channel.
