While leads are sent to Apptivo CRM, connecting them to specific acquisition channels is not possible.
Once a lead is converted into a customer, it’s not possible to trace a customer back to the specific channel or advertisement that brought them in.
Without tracking, it becomes hard to measure your marketing performance, leaving you unsure of which sources drive leads, sales, and revenue. As a consequence, your spending on marketing channels lacks clarity on their returns.
Fortunately, you can easily associate each lead and sale with the specific channel that brought it in.
Let’s go through it step by step!
How to track the source of leads in Apptivo CRM
Step 1: Add Leadsources in your website
Leadsources is a tool built to track where your leads originate. Add it to your site, and it will track up to 7 pieces of lead source data:
- 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 store information invisibly within forms, submitting it alongside user inputs.
Leadsources utilizes hidden fields for storing data, and Leadsources automatically populates the fields when visitors complete the form.
Step 3: Send lead source data to Apptivo CRM
Your form builder is designed to send lead source data to Apptivo CRM efficiently.
The source tracking for your leads, sales, and revenue is available directly in Apptivo CRM.
This gives you a clear view of how marketing activities influence sales outcomes.
➡️ Send lead source data to Apptivo CRM
How does Leadsources work?
As soon as a visitor lands on your website, Leadsources retrieves lead source data and enters it into the hidden fields of your form. Once the form is submitted, the data, along with the lead’s name and email, is sent to Apptivo CRM.
Leadsources tracks and logs the source of every lead you acquire:
| 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 | ✅ |
When UTM parameters aren’t an option—like with organic sources such as Google search or mentions in articles—Leadsources ensures lead source data is captured:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources stands out by tracking lead source data across all your marketing channels, organic and paid.
Pick a channel to review the lead source information inserted by Leadsources into your form.
Performance reports: Lead, sales, and revenue by source
By tracking lead source data in Apptivo CRM, you can generate reports on marketing performance, like:
- 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
This helps you strategically allocate your marketing budget by focusing on the channels, sources, campaigns, terms, and content that yield the best sales, leads, and revenue.
Let’s walk through the process of creating different reports.
1. Lead source reports
Create detailed reports that showcase the number of leads generated from:
- 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 shows you the channel with the highest lead conversion.
Example #2: Leads by campaign
This enables you to focus on a particular lead source (such as Google Ads) and track the number of leads each campaign generates.
Example #3: Leads by keyword and ad
Once you identify the campaign with the most leads, you can evaluate the specific keyword ad that’s responsible for those results.
2. Sales and revenue source reports
Now that we’ve determined the campaigns, sources, and content that generate leads, we need to assess if these leads are translating into sales and revenue.
For better tracking, forward your leads to Apptivo CRM. This allows you to track sales and revenue across different sources, channels, campaigns, terms, content, and landing page subfolders.
This insight enables you to optimize your marketing activities and focus on the channels, sources, campaigns, keywords, and ads that generate the greatest sales and revenue.
You have the flexibility to create a wide 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. Keywords)
- Sales and revenue by content (e.g. Ads)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
To illustrate how it works, let’s consider the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After starting ads on Google Ads and Facebook Ads Manager, the “Leads by Channel” report revealed that Social Paid ads from Facebook produced more leads than Search Paid ads on Google.
In Apptivo CRM, the sales and revenue data showed that the Search Paid channel was generating higher revenue with fewer leads compared to the Social Paid channel. This insight led you to focus more of your budget on the Search Paid channel.