Gravity Forms allows you to generate Instagram leads, but you’re unable to link each lead to a particular Instagram ad. Similarly, once a lead converts into a customer, there’s no method to track that customer back to the specific Instagram ad.
Without this tracking, it’s impossible to assess your Instagram ads effectiveness, making it unclear which ads are attracting leads and customers. Consequently, you end up investing in various ads without knowing which ones are successful in conversions.
Luckily, there’s a simple method to connect each lead back to the specific Instagram campaign, ad set, and ad that generated it.
Let’s walk through this one step at a time!
How to track Instagram ads in Gravity Forms
Step 1: Add Leadsources in the head tag of your website
Leadsources is an easy-to-use tool that identifies the origin of your leads. When integrated into your website, it captures up to 7 source data points for every lead you acquire.
➡️ Sign up to Leadsources.io for free
➡️ Add the Leadsources tracking code to your site
Step 2: Add the UTM parameters to your Instagram ads
Add UTM parameters to your ad URL to capture Instagram ad data like campaign, ad set, and specific ad. Here’s an example setup for reference:
UTM_medium=paidsocialUTM_source=instagramUTM_campaign=campaign-nameUTM_term=ad-set-nameUTM_content=ad-name
The completed URL should appear like this:
https://www.yourdomain.com?UTM_medium=paidsocial&UTM_source=instagram&UTM_campaign=campaign-name&UTM_term=ad-set-name&UTM_content=ad-nameNote: Leadsources gathers all lead source data, even without UTM parameters, ensuring full tracking for each lead.
Step 3: Add the hidden fields in Gravity Forms
Hidden fields are form elements that users cannot see, yet they store data that is submitted with the form.
When a user submits your Gravity Forms, Leadsources automatically populates the hidden fields with Instagram ad data. Leadsources subsequently saves this Instagram ad information directly within your Gravity Forms.
Step 4: Capture the Instagram ads data in Gravity Forms
When users click on your ads and arrive at your site, Leadsources fetches the Instagram campaign, ad set, and ad data, among other details.
Leadsources populates the Instagram ads data within the hidden fields of Gravity Forms.
Therefore, upon form submission, you can access the Instagram ad data and lead details in Gravity Forms.
How does Leadsources work?
Whenever a visitor accesses your site, Leadsources fetches Instagram ad data and populates it in the hidden fields of your form. When the form is submitted, this data, including lead details like name and email, is sent to Gravity Forms.
Leadsources monitors all of this source data for 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 illustrated in the table above, even when UTM parameters cannot be utilized—such as with organic sources like Google search or referrals—Leadsources continues to capture certain lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Unlike other tools, Leadsources monitors lead sources across all marketing channels, whether they are organic or paid.
Select a channel to see the lead source data that Leadsources integrates into your form.
Performance reports: Lead, sales, and revenue by source
By monitoring Instagram ad data in Gravity Forms, you can 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 enables you to modify your Instagram budget based on the campaigns, ad sets, and ads that generate the highest number of leads, sales, and revenue.
Let’s examine a few of the reports you can generate:
1. Lead source reports
Generate performance reports that display the number of 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 enables you to identify the channel that produces the most leads.
Example #2: Leads by Instagram campaign
You can now concentrate on a particular lead source (e.g., Instagram) and monitor the leads generated by each Instagram campaign.
Example #3: Leads by Instagram ad
After identifying the Instagram campaign that generates the highest number of leads, you can investigate which specific ad set or ad contributes to that lead generation.
2. Sales and revenue source reports
With the understanding of which Instagram campaign, ad set, and ad are producing our leads, we must evaluate if these leads are translating into sales and revenue.
To accomplish this, link your leads to a CRM such as GoHighLevel. This allows you to monitor sales and revenue from various channels, sources, Instagram campaigns, ad sets, ads, landing pages, and landing page subfolders.
With this information, you can adjust your Instagram ad strategy to focus on the channels, sources, campaigns, ad sets, and ads that yield the most sales and revenue.
You have the ability to generate a range 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 |
Following the launch of ads on Google and Instagram, the preliminary “Leads by Channel” report revealed that Social Paid ads (Instagram) produced more leads than Search Paid ads.
However, after reviewing the sales and revenue data in your CRM, you found that the Search Paid channel produced greater revenue with a smaller number of leads compared to the Social Paid channel. Consequently, you revised your budget to invest more in the Search Paid channel.