You are generating leads from Instagram using Keap Forms, but you cannot link each lead to a specific Instagram ad. Additionally, when a lead becomes a customer, it’s difficult to trace that customer back to the exact Instagram ad.
Without this tracking, measuring the effectiveness of your Instagram ads is challenging, making it hard to determine which ads are driving leads and sales. This leads to spending on multiple ads without knowing which ones are converting.
Fortunately, there’s a simple solution to link each lead to the specific Instagram campaign, ad set, and ad that generated it.
Here’s how you can do it step by step!
How to track Instagram ads in Keap Forms
Step 1: Add Leadsources in the head tag of your website
Leadsources is a tool that tracks where your leads are coming from. Once added to your website, it tracks up to 7 data points for each lead.
➡️ 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
In the URL of your Instagram ad, include UTM parameters to track data such as the campaign, ad set, and ad. Here’s an example of how to set it up:
UTM_medium=paidsocial
UTM_source=instagram
UTM_campaign=campaign-name
UTM_term=ad-set-name
UTM_content=ad-name
The final URL will look like this:
https://www.yourdomain.com?UTM_medium=paidsocial&UTM_source=instagram&UTM_campaign=campaign-name&UTM_term=ad-set-name&UTM_content=ad-name
Note: Even if you don’t use UTM parameters, Leadsources collects all lead source data to ensure comprehensive tracking.
Step 3: Add the hidden fields in Keap Forms
Hidden fields are invisible form fields that store information to be submitted with the form.
When someone submits your Keap Forms, Leadsources automatically fills these hidden fields with Instagram ad data, saving this information directly into Keap Forms.
Step 4: Capture the Instagram ads data in Keap Forms
When users click on your Instagram ads and land on your site, Leadsources fetches Instagram campaign, ad set, and ad data.
This information is automatically populated by Leadsources in the hidden fields of your Keap Forms.
When the form is submitted, you’ll have access to both the Instagram ad data and lead details in Keap Forms.
How does Leadsources work?
Whenever someone visits your site, Leadsources captures Instagram ad data and fills it into the hidden fields of your Keap Forms. When the form is submitted, this data, along with lead details (like name and email), is sent to Keap Forms.
Leadsources tracks lead source data like:
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 demonstrated in the table above, even when UTM parameters cannot be used—such as with organic sources like Google search or referrals—Leadsources still captures key lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Unlike other tools, Leadsources tracks lead sources across all marketing channels, including both organic and paid.
Select a channel to view the lead source data that Leadsources adds to your form.
Performance reports: Lead, sales, and revenue by source
By tracking Instagram ad data in Keap 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 optimize your Instagram budget by focusing on the campaigns, ad sets, and ads that generate the highest leads, sales, and revenue.
Here are some of the reports you can generate:
1. Lead source reports
Generate performance reports that display 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 helps you identify which channel generates the most leads.
Example #2: Leads by Instagram campaign
You can now target a specific lead source (e.g., Instagram) and monitor the number of leads generated by each Instagram campaign.
Example #3: Leads by Instagram ad
After identifying the Instagram campaign that generates the most leads, you can analyze which specific ad set or ad is driving those leads.
2. Sales and revenue source reports
Now that we know which Instagram campaign, ad set, and ad are driving our leads, it's time to evaluate whether these leads are converting into sales and revenue.
To accomplish this, integrate your leads with a CRM like GoHighLevel. This allows you to track sales and revenue across various channels, sources, Instagram campaigns, ad sets, ads, landing pages, and subfolders.
This data allows you to optimize your Instagram ad strategy by focusing on the channels, sources, campaigns, ad sets, and ads that drive the most sales and revenue.
You can generate a variety 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 initial "Leads by Channel" report showed that Social Paid ads (Instagram) generated more leads than Search Paid ads.
Upon reviewing the sales and revenue data in your CRM, you found that the Search Paid channel generated higher revenue despite fewer leads compared to the Social Paid channel. Based on this insight, you reallocated your budget to focus more on the Search Paid channel.