Track your Instagram ads in Capsule CRM (without coding)

When leads from Instagram are sent to Capsule CRM, there’s no option to assign each lead to its unique ad. Moreover, after leads turn into customers, tracking them back to a specific Instagram campaign becomes unfeasible.

Without proper tracking, measuring the performance of Instagram ads becomes difficult, leaving you unable to see which ads bring in leads and customers. Consequently, you risk spending on ads with no clarity on results.

Forntunately, there’s an efficient way to associate each lead with the precise Instagram campaign, ad set, and ad from which it originated.

Let’s break down the process step by step!

How to Track Instagram Ads in Capsule CRM

Step 1: Add Leadsources in the head tag of your website

Leadsources offers a simple way to identify lead origins. When installed on your site, it records up to 7 types of source data per lead.

1. Sign up for Leadsources.io for free.
2. Refer to this guide for instructions on placing the Leadsources tracking code in your site’s head tag.

Step 2: Add the UTM parameters to your Instagram ads

To track Instagram ad performance, incorporate UTM parameters into your ad URL, which should detail the campaign, ad set, and ad. Utilize this format:

• UTM_medium=paidsocial
• UTM_source=instagram
• UTM_campaign=campaign-name
• UTM_term=ad-set-name
• UTM_content=ad-name

The final URL should have this format:

https://www.yourdomain.com/?UTM_medium=paidsocial&UTM_source=instagram&UTM_campaign=campaign-name&UTM_term=ad-set-name&UTM_content=ad-name

Important: Leadsources gathers all data related to lead sources, irrespective of UTM parameter implementation, ensuring full tracking of every lead.

Step 3: Add the hidden fields in your form

Hidden fields within forms remain unseen by users but effectively capture and save the information that is submitted.

Leadsources captures lead source information within the hidden fields of your form. Upon submission by a lead, these fields are automatically populated with data sourced from Instagram ads.

Leadsources is intended to integrate with all widely used form builders. For detailed guidance on adding hidden fields to your form, please check this guide.

Step 4: Capture the Instagram ads data in Capsule CRM

As users engage with your ads and visit your site, Leadsources collects data from the Instagram campaign, ad set, and ad, along with additional information.

Leadsources sends Instagram ads data to the hidden fields in your form.

Thus, upon submitting the form, you will be able to view the Instagram ad data and lead details in Capsule CRM (this involves creating a connection between your form and Capsule CRM).

How does Leadsources work?

Each time someone lands on your website, Leadsources acquires Instagram ad data and fills the hidden fields of your form. Once submitted, this information is sent to Capsule CRM, including the lead data you’ve collected (such as name and email).

Leadsources keeps track of all the lead source data connected to each lead:

The table above demonstrates that when UTM parameters aren’t available—such as with organic sources like Google search or Instagram bio links—Leadsources efficiently gathers certain lead source data:

• Channel
• Source
• Campaign
• Landing page
• Landing page subfolder

Unlike many other platforms, Leadsources effectively tracks lead sources across all marketing channels, whether they are organic or paid.

Choose a channel to explore the lead source data that Leadsources adds to your form.

SEO

SEM

Social

Meta

Referral

Emailing

Direct

SEO

SEM

Social

Meta

Referral

Emailing

Direct

Performance reports: Lead, sales, and revenue by source

Monitoring Instagram ads data through Capsule CRM enables you to compile performance reports, for instance:

• 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 assists you in reallocating your Instagram budget in response to the campaigns, ad sets, and ads that attract the most leads, sales, and revenue.

Let’s take a look at the different types of reports you can produce:

1. Lead source reports

Develop performance reports that demonstrate the number of leads collected from:

• 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 reveals insights into the channel that generates the most leads.

Example #2: Leads by Instagram campaign

You can now turn your attention to a specific lead source (e.g., Instagram) and determine how many leads come from each Instagram campaign.

Example #3: Leads by Instagram ad

After finding the Instagram campaign that yields the largest lead volume, you can evaluate which specific ad group or ad contributes to those leads.

2. Sales and revenue source reports

After discovering the Instagram campaign, ad set, and ad that yield our leads, we should investigate whether these leads are translating into sales and revenue.

To enhance this process, associate your leads with a CRM such as Capsule CRM. This integration facilitates the tracking of sales and revenue through multiple channels, sources, Instagram campaigns, ad sets, ads, landing pages, and their corresponding subfolders.

This information provides insights that allow you to modify your Instagram ad strategy, emphasizing the channels, sources, campaigns, ad sets, and ads that yield the greatest sales and revenue.

Different types of sales and revenue reports can be generated, 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:

After activating ads on Google and Instagram, the preliminary “Leads by Channel” report revealed that Social Paid ads (Instagram) surpassed Search Paid ads in terms of lead generation.

However, after examining the sales and revenue figures in Capsule CRM, you realized that the Search Paid channel yielded higher revenue with a smaller number of leads than the Social Paid channel. Thus, you reallocated your budget to invest more in the Search Paid channel.