While you’re acquiring leads on Instagram and transmitting them to Nutshell CRM, there’s no functionality to connect each lead to its source ad. Similarly, upon conversion to customers, the exact Instagram ad remains unknown.
The absence of tracking weakness your ability to judge the performance of your Instagram ads, leaving you uncertain of which ads lead to conversions. As a result, you may spend on ads without any insight into their results.
Luckily, you can now easily link every lead to its exact Instagram campaign, ad set, and ad source.
We’ll go over each step one at a time!
How to Track Instagram Ads in Nutshell CRM
Step 1: Add Leadsources in the head tag of your website
Step 2: Add the UTM parameters to your Instagram ads
Use UTM parameters in your ad URL to capture data for Instagram campaign, ad set, and ad. Follow this guide:
UTM_medium=paidsocialUTM_source=instagramUTM_campaign=campaign-nameUTM_term=ad-set-nameUTM_content=ad-name
The URL you arrive at should 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-namePlease keep in mind that Leadsources records every piece of lead source data, regardless of UTM parameter presence, ensuring full tracking for all leads.
Step 3: Add the hidden fields in your form
Form fields that are hidden from users are called hidden fields, and they can store relevant information submitted alongside the form.
Leadsources saves lead source information in the hidden fields of your form. So, when a lead submits the form, these fields are automatically filled with Instagram ad data.
Leadsources is compatible with all major form builders available. For detailed directions on including hidden fields in your form, follow this guide.
Step 4: Capture the Instagram ads data in Nutshell CRM
When users respond to your ads and land on your website, Leadsources fetches the Instagram campaign, ad set, ad data, and additional information.
The hidden fields of your form are filled with data from Instagram ads by Leadsources.
Thus, after form submission, the Instagram ad data and lead details can be accessed in Nutshell CRM (This involves connecting your form with Nutshell CRM).
How does Leadsources work?
Each time a user lands on your site, Leadsources gathers Instagram ad data and fills it into the hidden fields of your form. Upon submission, this data is sent to Nutshell CRM, alongside the lead details you've captured (like name and email).
Leadsources maintains a comprehensive record of lead source data for every 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 | ✅ |
The table above reveals that in scenarios where UTM parameters can't be employed—like organic sources including Google search or Instagram bio links—Leadsources still captures some lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Differentiating itself from other tools, Leadsources tracks lead sources across all marketing channels, including both organic and paid.
Select a channel to explore the lead source details that Leadsources adds to your form.
Performance reports: Lead, sales, and revenue by source
With the tracking of Instagram ads data in Nutshell CRM, you can generate insightful 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 assists you in reallocating your Instagram budget based on the campaigns, ad sets, and ads that create the most leads, sales, and revenue.
Let’s explore some of the reports you can put together:
1. Lead source reports
Design performance reports that show the number of leads created 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 highlights which channel yields the most leads.
Example #2: Leads by Instagram campaign
You can now specifically target a lead source (e.g., Instagram) and measure the leads generated from each individual Instagram campaign.
Example #3: Leads by Instagram ad
Once you highlight the Instagram campaign that yields the most leads, you can analyze which ad group or ad is responsible for those leads.
2. Sales and revenue source reports
With the Instagram campaign, ad set, and ad identified as our lead generators, we must now assess whether these leads are turning into sales and revenue.
To do this, connect your leads to a CRM such as Nutshell CRM. This connection enables tracking of sales and revenue created by different channels, sources, Instagram campaigns, ad sets, ads, landing pages, and subfolders within those landing pages.
With this information, you can readjust your Instagram ad strategy to prioritize the channels, sources, campaigns, ad sets, and ads that have produced the highest sales and revenue.
Various 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:
| Channel | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Once ads were launched on Google and Instagram, the first "Leads by Channel" report confirmed that Social Paid ads (Instagram) generated a higher number of leads than Search Paid ads.
However, after assessing sales and revenue data in Nutshell CRM, you found that the Search Paid channel was more profitable, generating higher revenue with fewer leads than the Social Paid channel. As a result, you chose to adjust your budget to support the Search Paid channel.
