You’re generating leads on Nimble CRM, but want to track their origin?
There's an easy way to monitor the lead source within Nimble CRM.
This gives you the power to enhance your marketing efforts by prioritizing top-performing sources.
Let’s dig in.
How to track the source of leads in Nimble CRM
How Leadsources tracks the source of your leads?
Leadsources is a simple tool that tracks the source of your leads. Once added to your website, it tracks up to 7 lead source data for each lead you generate.
Leadsources collects data from cookie and UTM parameters, offering a detailed overview of their source, including channel, source, campaign, term, content, and the exact landing page they navigated to.
Upon form submission, the lead’s details (name, email, etc.) are transferred to Nimble CRM, along with the lead source data gathered by Leadsources (channel, source, and more).
How Leadsources passes lead source data into Nimble CRM
Step #1: Register for free on Leadsources.io.
Step #2: Add the tracking code to your site – this article will walk you through the process.
Step #3: Set up hidden fields in your form to store lead source data. Leadsources integrates with any form builder. Check this article for specific steps based on your form builder.
When someone submits a form on your site, Leadsources populates the hidden fields with information about the lead source.
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
When a form is successfully submitted, the lead source information from the hidden fields is transferred to Nimble CRM. You will now see this data in your Nimble CRM leads dashboard.
You’ll gain powerful insights into the sources of each lead!
Performance reports: Lead, sales, and revenue by source
What data is tracked in Nimble CRM?
Your form can receive up to 7 data points from Leadsources:
- 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, 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 example, 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. Examples: domain.com/services/corporate-lawyer-miami.
- Landing Page Subfolder: It takes the subfolder of the landing page. Example: a visitor lands on the page domain.com/services/corporate-lawyer-miami. The subfolder tracked is “services.”
Creating your first performance reports
1. Lead source reports
Use the leads reports to better understand where your leads originate.
Start by categorizing your leads based on channels to identify which ones generated the highest number of leads.
Pick one channel, like Search Paid (Google Ads), and analyze your Google Ads leads by campaign to find out which campaign is driving the majority of your leads.
To explore the performance of a particular campaign in detail, you can refine the leads with the “Volume of Leads by Keyword” and “Volume of Leads by Ad” reports.
2. Sales and revenue source reports
While we know the sources driving the most leads, the question remains: are these leads contributing to our bottom line?
You can optimize your marketing approach by prioritizing the channels that produce the most revenue.
To showcase the value of this information, consider the example below:
| channels | search paid | social paid |
|---|---|---|
| leads | 50 | 75 |
| sales | 5 | 6 |
| average order value | $150 | $100 |
| revenue | $750 | $600 |
You ran ads on Google and Facebook, and with the “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.
