How to capture lead source in Insightly

Are you sending your leads on Insightly, but have no idea where they are coming from?

The method below shows you how to track the lead source in Insightly (Organic Search, Social Paid, Email Marketing, Referral, etc.), along with your lead details.

This approach allows you to optimize your marketing strategy by focusing on the most effective sources and generating performance reports, such as leads by channel, source, campaign, and more.

Let’s get started.

How to track the source of leads in Insightly

1. How Leadsources collects lead source data

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.

LeadSources collects this data, organizes it, and passes it into your form as hidden fields.

When your visitors fill out your form, they are entering data in the visible fields of the form (name, email, etc.). Meanwhile, Leadsources.io automatically inserts lead source data into the form, as hidden fields (channel, source, etc.).

When a visitor submits the form, the lead source data is sent along with their answers in Insightly. You can find the lead source along with the lead name, email, etc. on the same Insightly entry.

2. How Leadsources passes lead source data into Insightly

Begin by creating a LeadSources.io account. We will supply you with a small piece of code to add to your website. Our detailed guide includes easy-to-follow instructions for the installation process.

Next, incorporate hidden fields into your form. Leadsources is compatible with any form builder, and we have prepared a tutorial to help you include these fields within your form builder.

When a visitor fills out and submits a form on your website, LeadSources populate those hidden fields with lead source information:

  • Channel
  • Source
  • Campaign
  • Term
  • Content
  • Landing page
  • Landing page subfolder

With a successful form submission, the lead source details from the hidden fields are transferred to Insightly. You’ll now find this information within your leads dashboard on Insightly.

This gives you great insights into where each lead comes from!

How to analyze the lead source data

What data is tracked in Insightly?

As we saw briefly, you can track not only the source of your lead but also various pieces of information related to that source.

LeadSources can track 7 different data points for each lead. They are defined as follows:

Channel: The type of traffic. LeadSources categorizes your leads into 10 different channels: Paid Search, Organic Search, Email Marketing, Paid Social, Organic Social, Referral, Direct Traffic, Affiliates, Display Advertising, and Other UTM-tagged campaigns.

Source: The specific source or platform that sends the visitors. For example, in the case of “Organic Social,” the source could be Facebook, Instagram, etc.

Campaign: The name of the specific marketing campaign. For instance, when running several campaigns on Google Ads, you can track which exact campaign your leads came from.

Term: The keyword targeted by a specific campaign. Example: you run a Google Ads campaign called “Search campaign corporate lawyers.” LeadSources categorizes your leads by keyword targeted: “Corporate lawyer in New York,” “Corporate lawyer in Miami,” etc.

Content: The exact element of your ad that was clicked.

Landing Page: The URL of the landing page where the lead landed. Example: domain.com/services/corporate-lawyer-miami.

Landing Page Subfolder: This focuses on the subfolder of the landing page. For example, if a visitor lands on the page domain.com/services/corporate-lawyer-miami, the tracked subfolder is “services.”

How to create performance reports?

Leads source reports

Understand better where your leads are coming from with the leads reports.

Leads by channel report

Firstly, segment your leads by Channel to visualize which channels generated the most leads.

Secondly, focus on one specific channel, such as Search Paid (aka Google Ads), and segment your Google Ads leads into campaigns to gain insights into which campaign is generating the most leads.

Thirdly, when you want to plunge 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.

Leads by keyword report

Sales source reports

Now you know which ads and keywords are driving most of your leads. But does that mean that these ads and keywords are adding up to your revenue?

By integrating your leads into Insightly, you can produce identical reports based on sales data.

Imagine the following example:

ChannelsSearch PaidSocial Paid
Leads5075
Sales56
Average order value$150$100
Revenue$750$600

You ran ads on Google and Facebook, and with the initial “Leads by Channel” report, you found that Social Paid ads generated more leads than Search Paid ads.

After a few weeks, you analyze which leads transformed into paying customers, and discover that the Search Paid channel generated more revenue with fewer leads than the Social Paid channel. You conclude that you should increase your Search Paid budget.

Start tracking the source of your leads for free

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