Are you using Keap Forms to generate leads but finding it hard to track their original channels?
In the same way, when a lead converts to a customer, there’s no clear connection to the originating channel or campaign.
Without this tracking, it’s nearly impossible to measure marketing success or identify the sources driving leads, sales, and revenue. This often leads to spending on channels blindly, with no insight into their actual contribution to your earnings.
Fortunately, you can easily connect each lead and sale to the exact channel, campaign, keyword, and ad responsible for bringing them in.
We’ll take it step by step!
How to track the source of leads in Keap Forms
Step 1: Add Leadsources in your website
Leadsources is a simple solution for monitoring the origins of your leads. Once integrated into your website, it records up to 7 key lead source details for each new lead generated:
- 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 Keap Forms
Hidden fields are part of the form that users don’t see, yet they store data that’s submitted when the form is completed.
Leadsources captures lead source data using hidden fields. Upon form submission, these fields are automatically filled with the lead source information.
Step 3: Send lead source data to your CRM (optional)
Lead source information from your form builder can be transferred to your CRM.
Easily monitor lead, sale, and revenue sources within your CRM.
It allows you to connect your marketing activities directly to your sales performance.
How does Leadsources work?
Leadsources gathers the lead source data as soon as someone visits your site and automatically populates the hidden fields in your Keap Forms. After the form submission, the lead source data, along with details like the name and email, is sent to Keap Forms.
Leadsources captures and tracks the lead source information for each individual lead:
| 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 situations where UTM parameters cannot be utilized—such as with organic traffic from Google search or when your website is mentioned in a blog post—Leadsources ensures that key lead source data is still captured for accurate tracking:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Unlike many other tools, Leadsources captures lead sources from all types of marketing channels, whether organic or paid.
Pick a channel to check the lead source data that Leadsources automatically fills into your form.
Performance reports: Lead, sales, and revenue by source
By capturing lead source information in your CRM, you can produce 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
With this information, you can adjust your marketing spending according to the channels, sources, campaigns, terms, content, etc., driving the most leads, sales, and revenue.
Now, we’ll review some of the reports you can create.
1. Lead source reports
Generate reports that highlight the number of leads produced by:
- 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 identifies the channel responsible for the most lead generation.
Example #2: Leads by campaign
You can now focus on a specific lead source, such as Facebook ads, and monitor the leads generated by each campaign with the help of the campaign’s UTM parameter.
Example #3: Leads by keyword and ad
After determining the campaign with the most leads, you can further analyze which keyword or ad is driving those leads using the term or content UTM parameters.
2. Sales source reports
Having identified the channel, source, campaign, term, and content generating leads, the next step is to assess whether these leads are turning into sales and revenue.
The first step is to send your leads to your CRM platform. By doing so, you can track the sources of your sales and revenue, such as channels, sources, campaigns, terms, content, landing pages, and their subfolders.
This data allows you to adjust your marketing activities, directing more focus to the channels, sources, campaigns, keywords, and ads that deliver the most sales and revenue.
Various types of sales and revenue reports can be created, such as:
- 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
Here’s an example for reference:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
Upon launching ads on Google Ads and Facebook Ads Manager, the initial “Leads by Channel” report revealed that Facebook’s paid ads outperformed Google’s paid search ads in generating leads.
Upon analyzing the sales and revenue information in your CRM, you discovered that the Search Paid channel led to higher revenue despite generating fewer leads than the Social Paid channel. Based on this analysis, you reallocated your marketing budget to focus more on the Search Paid channel.