How to capture lead source in Forms.app

How to capture lead source in Forms.app

Are you capturing leads with Forms.app but unsure about their sources? As someone who runs a marketing agency, I come across this concern frequently!

In this guide, I’ll show you how to accurately identify where your leads are originating from when using Forms.app, be it through SEO strategies, Google Ads, organic posts on Facebook, email campaigns, etc.

Understanding the source of your leads is essential—it enables you to allocate your marketing funds more effectively to the channels that yield the highest returns. Eager to gain these critical insights?

Let’s get started!

How to track the source of lead in Forms.app

1. How LeadSources collects the lead source data

As your site visitors navigate through, their browser keeps track of their movements, saving data such as the source of their visit in a cookie.

When these visitors complete a form on Forms.app, they enter basic details into its visible fields, like name and email. At the same time, LeadSources.io discreetly integrates extra data about where these leads originated from into Forms.app as invisible fields, capturing specifics such as the channel and source.

Upon submission, Forms.app stores important lead source information and the responses provided by the lead in submission logs. This makes it easy to view the source of each lead alongside their details, such as name and email, in a single, organized Forms.app entry.

2. How LeadSources passes the lead source data into Forms.app

Begin by signing up with LeadSources.io. They’ll provide you with a snippet of code to place on your website, accompanied by an in-depth guide for a straightforward setup.

Next, you’ll need to add hidden fields to your Forms.app forms. Don’t worry, LeadSources.io has created a straightforward guide to make this process easy.

As soon as someone submits a form on your site, LeadSources.io springs into action, silently filling the hidden fields with crucial lead source information:

  • Channel
  • Source
  • Campaign
  • Term
  • Content
  • Landing Page
  • Landing Page Subfolder

Upon form submission, this detailed lead source information is sent directly to Forms.app. You’ll be able to see it in the submission records, neatly organized alongside the lead’s name, email, and any other information they’ve provided. This setup grants you a detailed view of each lead’s origin, enabling you to fine-tune your follow-up strategies accurately.

How to analyze the lead source data

What data is tracked in Forms.app?

In this article, it’s become evident that discovering the origins of your leads using Forms.app extends well beyond merely identifying their initial entry point. It’s about assembling a detailed overview of each lead’s unique journey.

To assist in clarifying this, LeadSources captures 7 distinct pieces of information for each lead:

Lead source dataDefinition
ChannelCategorizes the type of visitor traffic. LeadSources divides your leads into ten distinct channels such as Paid Search, Organic Search, Email Campaigns, Paid Social, Organic Social, Referrals, Direct Traffic, Affiliates, Display Ads, and various Other UTM-tagged initiatives.
SourceIdentifies the specific source or platform that led visitors to your site. For example, within the “Organic Social” channel, sources could include Facebook, Instagram, etc.
CampaignRefers to the particular marketing campaign’s name. This is especially useful if you’re running several Google Ads campaigns, enabling you to identify exactly which campaign your leads are coming from.
TermHighlights the specific keyword targeted by a campaign. For instance, with a Google Ads campaign named “Search campaign for house insurance,” LeadSources sorts your leads based on the targeted keywords, such as “House insurance in New York,” “House insurance in Miami,” etc.
ContentDescribes the specific part of your advertisement that the audience interacted with.
Landing PageThe URL where the lead first landed, for example, domain.com/services/house-insurance-miami.
Landing Page SubfolderClarifies the particular subfolder of the landing page URL for more granular tracking. For instance, if a lead lands on domain.com/services/house-insurance-miami, “services” is the subfolder that is tracked.

How to create performance reports?

Leads source reports

Boost your marketing efforts with a detailed analysis of lead source information.

Leads by channel report

Start by grouping your leads according to the channel they originated from, like “Search Paid”, “Email Marketing”, etc., to determine which channels are the most productive in attracting leads.

Next, analyze leads by campaign in specific channels like Paid Search (Google Ads) to determine the most effective lead acquisition campaign.

To assess the effectiveness of a campaign, generate detailed reports such as “Volume of leads by keyword” and “Volume of leads by advertisement”. For example, an American law firm can gain valuable insights from a report that presents:

Leads by keyword report

Sales source reports

Have those leads from Forms.app turned into paying customers?

To find out, connect your Forms.app submissions with a CRM system such as GoHighLevel (available for a trial at no cost). This integration facilitates the generation of comprehensive sales reports, similar to what you would expect from dedicated sales analytics tools.

Imagine the following example:

ChannelsSearch Paid (Google Ads)Social Paid (Facebook Business)
Leads5075
Sales56
Average order value$150$100
Revenue$750$600

Based on our analysis of the “Leads by Channel” report from your Google and Facebook ad campaigns, it is evident that Paid Social ads outperformed Paid Search ads in terms of generating leads.

After analyzing which leads turned into paying customers, it was found that Paid Search was more effective in generating revenue despite having fewer leads. As a result, the advertising budget was shifted towards Paid Search.

Start tracking the source of your leads for free

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