Have you captured leads but can't identify from which channel they're coming from?
By using this method, you'll be able to monitor the origin of your leads in FormAssembly efficiently.
By adjusting your strategies, you can effectively elevate the flow of leads, sales, and revenue.
Let's uncover the details!
How to track the source of lead in FormAssembly
1. How LeadSources collects the lead source data
Leadsources offers a simple approach to tracking lead sources. After integration, it will capture data from up to 7 specific sources for every lead generated.
This tool utilizes cookies and UTM parameters to effectively track visitor information whenever someone visits your site.
It records important lead source information such as channel, source, campaign, keyword, the content they accessed, and the landing page including the landing page subfolder.
When the form is submitted, the lead’s contact details (such as email and name) are forwarded to FormAssembly, along with the source data captured by Leadsources (channel, source, etc.).
2. How LeadSources passes the lead source data into FormAssembly
Get started in 3 easy steps:
- Create your free account on Leadsources.io.
- Place the Leadsources tracking code in your website—use the guide for further assistance.
- Incorporate hidden fields in your FormAssembly form to capture lead source details—consult this article for assistance.
You can now effectively identify the origins of your leads! 🎉
Following a form submission on FormAssembly, Leadsources automatically updates the hidden fields with key lead source information:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
You will see this information in your submission records, alongside the lead’s personal details (name, email, etc.).
This strategy allows for comprehensive identification of lead sources at the level of individual leads.
How to analyze the lead source data
What data is tracked in FormAssembly?
LeadSources provides the functionality to monitor 7 different types of data for each lead:
| Lead source data | Definition |
| Channel | The system categorizes your leads based on traffic types into 10 defined channels: Paid Search, Organic Search, Email Campaigns, Paid Social, Organic Social, Referrals, Direct Traffic, Affiliates, Display Advertising, and Other. |
| Source | Defines the exact source or platform driving traffic to you. For instance, within "Organic Social," the source could be LinkedIn, Instagram, etc. |
| Campaign | Specifies the name of the marketing campaign that attracted interest. For instance, if you’re handling several webinar promotions, you can determine which campaign generated your leads. |
| Term | The keyword that a campaign is aiming to attract traffic with. For example, in a Google Ads campaign titled “Search campaign personal insurance,” LeadSources.io organizes your leads based on targeted keywords like “Personal insurance in Chicago,” “Personal insurance in Denver,” etc. |
| Content | The specific part of your ad that got people to respond. |
| Landing Page | The URL of the landing page that served as the entry point for the lead. For example, domain.com/services/personal-insurance-denver. |
| Landing Page Subfolder | The specific subfolder found in the landing page URL. For example, if someone visits domain.com/services/personal-insurance-denver, the identified subfolder is “services.” |
Creating your first performance reports
1. Leads source reports
Enhance your understanding of your lead origins by exploring in-depth lead reports that yield significant data.
Initiate the process by identifying the lead-generating channels that excel by classifying your leads according to their source.
Then, focus your attention on one channel, such as Organic Search, and categorize your organic leads by separate campaigns to understand which one produces the highest lead count.
The concluding step in analyzing the impact of a campaign is to categorize the leads by their keywords and advertising channels in the reports titled “Number of leads by keyword” and “Number of leads by advertisement.”
2. Sales source reports
You now understand the advertisements and keywords that yield the most leads, but does this insight translate into greater revenue?
Implementing a CRM to manage FormAssembly leads enables you to track which leads converted into paying customers and produce sales reports categorized by channel, source, landing page, etc., and if you don’t use a CRM, consider GoHighLevel.
Consider the following case:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
You launched campaigns on Google and Facebook, and from the initial "Leads by Channel" review, it was apparent that Paid Social ads were more effective in bringing in leads than Paid Search ads.
After weeks of tracking lead conversions to paying customers, it became evident that the Paid Search channel was more efficient in driving revenue, despite having a smaller number of leads compared to the Paid Social channel, leading to a decision to invest more in the Paid Search strategy.
