Are you using FormSite to generate leads but struggling to attribute them to the correct channel?
Similarly, once a lead becomes a customer, there’s no clear link to the original channel or advertisement.
In the absence of comprehensive tracking, measuring the effectiveness of your marketing campaigns becomes challenging, as you can’t identify which sources generate leads, sales, and revenue. This may lead to wasted resources on low-performing channels.
Fortunately, a simple system allows you to connect each lead and sale to its specific channel, campaign, keyword, and ad.
Let’s take it step by step!
How to track the source of leads in FormSite
Step 1: Add Leadsources in your website
Leadsources is a powerful tool for monitoring where your leads come from. When installed on your website, it automatically records up to 7 critical lead source metrics for each lead:
- 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 FormSite
Hidden fields are form sections that users do not see, but they are essential for storing and submitting data.
Leadsources saves lead source data in hidden fields. These fields automatically populate with the relevant lead source details when a form is submitted.
Step 3: Send lead source data to your CRM (optional)
Lead source information can be forwarded to your CRM via your form builder.
You can easily track leads, sales, and revenue sources within your CRM.
Also, it helps track the direct impact of your marketing actions on sales.
How does Leadsources work?
When someone visits your site, Leadsources captures the lead source data and automatically fills the hidden fields in your FormSite. After submission, the lead’s name and email, along with the lead source data, are sent to FormSite.
Leadsources captures the lead source data for each lead, providing crucial tracking information:
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 cases where UTM parameters don’t apply—like with organic Google traffic or mentions of your website in an article—Leadsources still ensures that lead source data is captured accurately for every lead you generate:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources tracks lead sources across a wide range of channels, including both organic and paid marketing activities.
Click on a channel to observe the lead source data that Leadsources inserts into your form.
Performance reports: Lead, sales, and revenue by source
Tracking lead source data within your CRM lets you create performance reports, including:
- 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
By utilizing this approach, you can adjust your marketing budget to the channels, sources, campaigns, terms, content, etc., that are driving the most leads, sales, and revenue.
Let’s go through the reports you can create and analyze.
1. Lead source reports
Create performance reports showing the number of leads sourced 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 which channel has the highest lead generation rate.
Example #2: Leads by campaign
You can now focus on a specific lead source, like Facebook ads, and assess the leads generated by each campaign by using the UTM tracking parameter.
Example #3: Leads by keyword and ad
After recognizing the campaign that produces the most leads, you can track which keyword or ad is contributing to the leads using the term or content UTM parameters.
2. Sales source reports
Now that we’ve determined the lead sources from channels, campaigns, terms, and content, we need to analyze whether those leads are converting into sales and revenue.
Send your leads to your CRM to track where your sales and revenue originate from, whether through channels, sources, campaigns, terms, content, landing pages, or subfolders.
This data gives you the ability to modify your marketing activities, placing greater emphasis on the channels, sources, campaigns, keywords, and ads that lead to the most sales and revenue.
You have the capability to create a variety 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
Refer to this sample for a better understanding:
Channels | Search Paid | Social Paid |
Leads | 50 | 75 |
Sales | 5 | 6 |
Average order value | $150 | $100 |
Revenue | $750 | $600 |
Once ads were launched through Google Ads and Facebook Ads Manager, the initial “Leads by Channel” report showed that Facebook’s paid ads resulted in more leads than Google’s search ads.
When reviewing the sales and revenue data in your CRM, you discovered that the Search Paid channel was delivering higher revenue with fewer leads compared to the Social Paid channel. With this knowledge, you shifted your marketing budget to give more focus to the Search Paid channel.