Leads are delivered to ActiveCampaign CRM; however, identifying their source channels is not possible.
When a lead transitions to a customer, the original ad or channel that acquired them is not tracked.
This lack of tracking undermines your ability to measure marketing results, making it hard to identify which sources are responsible for leads, sales, and revenue. As a result, you spend on channels without knowing their real value.
Fortunately, tracking the channel responsible for each lead and sale is an easy process.
Let’s walk through each step!
How to track the source of leads in ActiveCampaign CRM
Step 1: Add Leadsources in your website
Leadsources is a simple tool for monitoring lead origins. Add it to your website to track up to 7 key metrics for every lead source:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
➡️ Sign up to Leadsources.io for free
➡️ Add the Leadsources tracking code to your site
Step 2: Add the hidden fields in your form
Hidden fields are discreet form components used to handle data submission without user visibility.
Leadsources fills hidden fields with lead source data, and Leadsources ensures the fields are accurately updated upon submission.
Step 3: Send lead source data to ActiveCampaign CRM
The lead source data from your form builder can be connected with ActiveCampaign CRM for easy retrieval.
You can trace the origin of your leads, sales, and revenue effortlessly in ActiveCampaign CRM.
This helps you close the gap between marketing activities and sales performance.
➡️ Send lead source data to ActiveCampaign CRM
How does Leadsources work?
Leadsources captures lead source data upon a visitor’s entry to your website and populates it in the hidden fields of your form. After submission, this data, along with the lead’s name and email, is sent to ActiveCampaign CRM.
Leadsources captures and logs the source data for each lead acquired:
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 | ✅ |
In the event that UTM parameters can’t be used—such as with organic search from Google or when your website is mentioned in an article—Leadsources continues to capture the lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources is superior to other tools because it tracks lead sources across all marketing channels, both paid and organic.
Choose a channel to check the lead source data that Leadsources integrates into your form.
Performance reports: Lead, sales, and revenue by source
With lead source data collected in ActiveCampaign CRM, you can create detailed performance reports, such as:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign
- Leads, sales, and revenue by term (e.g. keyword or adset)
- Leads, sales, and revenue by content (e.g. ad)
- Leads, sales, and revenue by landing page
- Leads, sales, and revenue by landing page subfolder
With this insight, you can optimize your marketing budget allocation by focusing on the channels, sources, campaigns, terms, and content that provide the best results in leads, sales, and revenue.
Now, let’s take a closer look at the type of reports you can generate.
1. Lead source reports
Prepare performance reports that reflect the number of leads generated by:
- Channel
- Source
- Campaign
- Term (e.g. keyword or adset)
- Content (e.g. ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report allows you to analyze which channel is producing the most leads for your campaigns.
Example #2: Leads by campaign
You can now track a particular lead source (like Google Ads) and measure the number of leads each campaign generates.
Example #3: Leads by keyword and ad
After finding the campaign that drives the most leads, you can break down which keyword ad is producing those conversions.
2. Sales and revenue source reports
With the lead-generating channels and campaigns identified, we need to assess if the leads are converting into sales and driving revenue.
For accurate tracking, send your leads to ActiveCampaign CRM. This enables you to monitor sales and revenue across various channels, sources, campaigns, terms, content, and landing page subfolders.
By using this information, you can adjust your marketing strategy to highlight the channels, sources, campaigns, keywords, and ads that drive the most profitable sales and revenue.
You can generate different types of reports related to sales and revenue, such as:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g. Keywords)
- Sales and revenue by content (e.g. Ads)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
To provide clarity, let’s take a look at this scenario:
Channels | Search Paid | Social Paid |
---|---|---|
Leads | 50 | 75 |
Sales | 5 | 6 |
Avg. Order Value | $150 | $100 |
Revenue | $750 | $600 |
Once the ads were live on Google Ads and Facebook Ads Manager, the “Leads by Channel” report showed that Facebook’s Social Paid ads drove more leads than Google’s Search Paid ads.
After analyzing the sales and revenue figures in ActiveCampaign CRM, you realized that the Search Paid channel was producing greater revenue, even with fewer leads, compared to the Social Paid channel. Therefore, the budget was adjusted to emphasize the Search Paid channel.