Instagram leads are processed into Copper CRM, but matching them with individual ads isn’t an option. Similarly, after becoming customers, there’s no connection to the original Instagram ad.
Not being able to track Instagram ads prevents you from assessing their effectiveness, leaving you unaware of which ads generate leads and conversions. As a result, ad spending may continue even without a clear understanding of its impact.
Fortunately, a direct method exists to track every lead to the exact Instagram campaign, ad set, and ad that produced it.
We’ll take it step by step for clarity!
How to Track Instagram Ads in Copper CRM
Step 1: Add Leadsources in the head tag of your website
Step 2: Add the UTM parameters to your Instagram ads
In your ad URL, add UTM parameters for tracking Instagram details like campaign, ad set, and ad. Here’s a sample:
UTM_medium=paidsocialUTM_source=instagramUTM_campaign=campaign-nameUTM_term=ad-set-nameUTM_content=ad-name
The final URL should look something like this:
https://www.yourdomain.com/?UTM_medium=paidsocial&UTM_source=instagram&UTM_campaign=campaign-name&UTM_term=ad-set-name&UTM_content=ad-nameBe informed that Leadsources retrieves every piece of lead source information, even when UTM parameters aren’t used, providing comprehensive tracking for each lead.
Step 3: Add the hidden fields in your form
Hidden fields are part of the form structure that users do not see, yet they can hold important information submitted alongside the form.
Leadsources captures lead source information in the hidden fields of your form. When a lead submits the form, these fields are automatically populated with data from Instagram ads.
Leadsources connects with all major form builders. For detailed guidance on how to incorporate hidden fields into your form, refer to this guide.
Step 4: Capture the Instagram ads data in Copper CRM
When users engage with your ads and get to your website, Leadsources retrieves information from the Instagram campaign, ad set, and ad data, plus additional details.
Leadsources places Instagram ads data in the hidden fields of your form.
Thus, after the form is submitted, you will have access to the Instagram ad data and lead details in Copper CRM (This involves a connection between your form and Copper CRM).
How does Leadsources work?
Leadsources automatically gathers Instagram ad data whenever a user visits your site and fills the hidden fields of your form. Once submitted, this data is sent to Copper CRM, along with the lead information you've captured (like name and email).
Leadsources collects all the lead source data associated with each lead:
| 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 reflected in the table above, when UTM parameters cannot be utilized—such as with organic sources including Google search or Instagram bio links—Leadsources still acquires some lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Unlike other tracking tools, Leadsources captures lead source information across all marketing channels, whether they are organic or paid.
Choose a channel to assess the lead source details that Leadsources includes in your form.
Performance reports: Lead, sales, and revenue by source
With the integration of Instagram ads data in Copper CRM, you can generate performance reports like:
- 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 shift your Instagram budget according to the campaigns, ad sets, and ads that lead to the most significant number of leads, sales, and revenue.
Let’s look into some of the reports you can formulate:
1. Lead source reports
Create performance reports that quantify the leads produced 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 helps you uncover the channel that drives the most leads.
Example #2: Leads by Instagram campaign
You can now narrow your focus to a specific lead source (e.g., Instagram) and assess the number of leads generated by each of your Instagram campaigns.
Example #3: Leads by Instagram ad
After finding the Instagram campaign that yields the highest number of leads, you can evaluate which specific ad group or ad is crucial in generating those leads.
2. Sales and revenue source reports
Now that we’ve identify the Instagram campaign, ad set, and ad that generate our leads, we need to evaluate if these leads are translating into actual sales and revenue.
To enable this, connect your leads to a CRM like Copper CRM. This connection allows for tracking sales and revenue produced by various channels, sources, Instagram campaigns, ad sets, ads, landing pages, and their respective subfolders.
With this knowledge, you can modify your Instagram ad strategy to emphasize the channels, sources, campaigns, ad sets, and ads that are most effective in generating sales and revenue.
It is possible to generate different types of sales and revenue reports, 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 first "Leads by Channel" report indicated that Social Paid ads (Instagram) outperformed Search Paid ads in lead generation.
However, after reviewing the sales and revenue data within Copper CRM, you discovered that the Search Paid channel yielded more revenue while generating fewer leads compared to the Social Paid channel. Thus, you decided to adjust your budget to prioritize the Search Paid channel.
