Are you sending your leads on Agile CRM, but have no idea where they are coming from?
The simple method described in this article will allow you to track the source of your leads in Agile CRM.
Save on marketing spend by removing the lead sources that don't bring leads and sales, and by promoting the channels providing the best leads.
Let's begin.
How to track the source of leads in Agile CRM
How does Leadsources capture the source of your leads?
Leadsources is a simple tool that tracks the source of your leads. Once added to your website, it tracks up to 7 lead source data for each lead you generate.
When visitors enter your website, their browser stores information about them in a cookie: which site they came from, on which landing page they landed, which keyword they clicked, etc.
Once installed on your website, Leadsources captures the source of each visitor.
When they fill out your form, Leadsources automatically inserts this lead source data into the form (as hidden fields - so it is transparent for the user).
Then, when your leads are sent in Agile CRM, you can view their source, alongside the information filled out (name, email, etc.), on a unique Agile CRM entry.
How to track the source of your leads in Agile CRM?
Step #1: Create a free account on Leadsources.
Step #2: Add the Leadsources tracking code on your website - follow this guide.
Step #3: Add the hidden fields to your form to store the source of your leads in your form - Leadsources is compatible with most form builders. Check out this guide to verify that your form is compatible.
You are now ready to track the source of your leads 🥳
From now on, the leads you generate on Agile CRM contain the following lead source data:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
Leadsources transfers the lead source details from the hidden fields to your Agile CRM dashboard. Now, this information is accessible within your leads dashboard on Agile CRM.
Performance reports: Lead, sales, and revenue by source
What data is tracked in Agile CRM?
Leadsources captures up to 7 different data points for each lead:
- Channel: The type of traffic, categorized into 10 different channels.
- Source: The specific source or platform that sends the visitors.
- Campaign: The name of the specific marketing campaign.
- Term: The keyword targeted by a specific campaign.
- Content: The exact element of your ad that was clicked.
- Landing Page: The URL of the landing page where the lead landed.
- Landing Page Subfolder: The subfolder of the landing page.
Creating your first performance reports
1. Lead source reports
Understand better where your leads are coming from with the leads reports.
First, segment your leads by Channel to visualize which channels generated the most leads.
Second, focus on a single channel, such as Paid Search (also known as Google Ads), and divide your Google Ads leads into campaigns to gain insights into which campaign is generating the majority of your leads.
Third, when you want to deeper into the performance of one specific campaign, you can segment the leads further with the “Volume of Leads by Keyword” and the “Volume of Leads by Ad” reports.
2. Sales and revenue source reports
Now that we know what channel is driving most of your leads, we need to ensure that those leads are actually generating sales and revenue.
By sending your leads to a CRM like Agile CRM, you can track the source of your sales and revenue.
As a result, you know exactly what channel, source, landing page, term, and content your sales and revenue are coming from, and can allocate your marketing budget accordingly.
Let's consider this example to illustrate:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg Order Value | $150 | $100 |
| Revenue | $750 | $600 |
You ran ads on Google and Facebook. Initially, from the “Leads by Channel” report, you found that Social Paid ads generated more leads than Search Paid ads.
After a few weeks, analyzing which leads transformed into paying customers, you discover that the Search Paid channel generated more revenue with fewer leads than the Social Paid channel. Therefore, you decide to increase your Search Paid budget.
