Leads are imported into Keap, but their originating channels are not tracked.
Likewise, after a lead turns into a customer, tracking their original channel or ad is not feasible.
Without proper tracking, measuring the effectiveness of your marketing becomes challenging, leaving you unaware of which sources bring in leads, sales, and revenue. Thus, you continue investing in channels without insight into their profitability.
It’s possible to easily connect every lead and sale to the channel responsible for its generation.
Let’s take it step by step!
How to track the source of leads in Keap
Step 1: Add Leadsources in your website
Leadsources simplifies lead tracking by identifying their sources. Once integrated into your website, it monitors up to 7 key lead source metrics:
- 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 are non-visible input fields that enable the storage and submission of extra data in a form.
Hidden fields are where Leadsources stores lead source data, and Leadsources updates them with accurate details during form submission.
Step 3: Send lead source data to Keap
The data collected from your form builder can be transferred to Keap, including lead source details.
You can directly view the source of your leads, sales, and revenue in Keap.
This allows you to align your marketing activities with your sales performance.
➡️ Send lead source data to Keap
How does Leadsources work?
When someone visits your website, Leadsources collects the lead source data and inputs it into the hidden fields of your form. After submission, this data, along with essential details like name and email, is sent to Keap.
Leadsources captures the source data for each lead generated on your site:
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 are not used—such as with organic sources like Google search or when your website is cited in an article—Leadsources ensures the lead source data is still captured:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Unlike other solutions, Leadsources provides tracking of lead sources across all marketing channels, organic and paid.
Select a channel to view the lead source information that Leadsources populates into your form.
Performance reports: Lead, sales, and revenue by source
With lead source data tracked in Keap, you can create reports on performance, such as:
- 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 adjust your marketing budget by prioritizing the channels, sources, campaigns, terms, and content that deliver the most leads, sales, and revenue.
Now, let’s go through some of the reports you can generate.
1. Lead source reports
Create performance reports that present 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
Use this report to find out which channel generates the highest volume of leads.
Example #2: Leads by campaign
You can now isolate a specific lead source (like Google Ads) and monitor the leads generated from each campaign.
Example #3: Leads by keyword and ad
Once you know which campaign is generating the most leads, you can assess which keyword ad is contributing to those results.
2. Sales and revenue source reports
Now that we’ve determined the channels, sources, campaigns, terms, and content responsible for generating leads, we need to evaluate if they result in sales and revenue.
For this purpose, send your leads to Keap. This gives you the ability to track sales and revenue from different marketing channels, sources, campaigns, terms, and landing page subfolders.
With these insights, you can optimize your marketing plan by targeting the channels, sources, campaigns, keywords, and ads that bring in the most sales and revenue.
You can produce multiple 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
We will use the following scenario to explain:
Channels | Search Paid | Social Paid |
---|---|---|
Leads | 50 | 75 |
Sales | 5 | 6 |
Avg. Order Value | $150 | $100 |
Revenue | $750 | $600 |
Once ads were launched through Google Ads and Facebook Ads Manager, the “Leads by Channel” report indicated that Facebook’s Social Paid ads brought in more leads than Google’s Search Paid ads.
Reviewing the sales and revenue data in Keap revealed that the Search Paid channel outperformed the Social Paid channel in revenue, even though it had fewer leads. Based on this, you decided to redirect your budget toward the Search Paid channel.