Leads flow into Nutshell CRM easily, but identifying their originating channels is not supported.
After a lead is converted into a client, it’s impossible to associate the customer with their originating channel or ad.
The inability to track prevents you from analyzing your marketing performance, making it difficult to see which sources generate leads, sales, and revenue. This leads to investing in channels without knowing their influence on your profits.
Luckily, tracking the channel responsible for each lead and sale is simple.
Let’s go through it step by step!
How to track the source of leads in Nutshell CRM
Step 1: Add Leadsources in your website
Leadsources is a simple yet powerful tool for lead tracking. Add it to your website to collect up to 7 lead source metrics per 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 your form
A hidden field stores data invisibly in a form, ensuring it is submitted with the user’s input.
Leadsources saves lead source details in hidden fields, and then populates them automatically during form submission.
Step 3: Send lead source data to Nutshell CRM
Your form builder can send lead source details to Nutshell CRM for centralized tracking.
With Nutshell CRM, the source of your leads, sales, and revenue can be monitored in real time.
This provides insight into how your marketing strategies impact sales results.
How does Leadsources work?
As soon as a visitor accesses your website, Leadsources captures lead source data and fills the hidden fields in your form. After the form is submitted, this information, including name and email, is sent to Nutshell CRM.
Leadsources keeps a record of the source information for every 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 | ✅ |
When UTM parameters can’t be implemented—such as with organic search from Google or when your website is mentioned in an article—Leadsources still tracks the source of each lead:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Unlike other platforms, Leadsources tracks lead sources across a full range of marketing channels, both organic and paid.
Pick a channel to check the lead source details that Leadsources fills in your form.
Performance reports: Lead, sales, and revenue by source
Tracking lead source data in Nutshell CRM helps you create insightful 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
This feature enables you to allocate your marketing budget based on the performance of channels, sources, campaigns, terms, and content that lead to the most leads, sales, and revenue.
Let’s take a look at the reports you can create with this tool!
1. Lead source reports
Develop reports that track the leads generated by:
- Channel
- Source
- Campaign
- Term (e.g. keyword or adset)
- Content (e.g. ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
With this report, you can analyze which channel generates the most leads.
Example #2: Leads by campaign
Now, you can focus on a particular lead source (such as Google Ads) and monitor the number of leads produced by each campaign.
Example #3: Leads by keyword and ad
Once the most successful campaign is identified, you can dive into the specific keyword ad that is responsible for generating those leads.
2. Sales and revenue source reports
After identifying the sources, channels, campaigns, and content that generate leads, the next step is to analyze if these leads are converting into sales and revenue.
To carry out this process, forward your leads to Nutshell CRM. This allows you to track revenue and sales across a variety of channels, sources, campaigns, terms, landing pages, and subfolders.
This data enables you to optimize your marketing strategy by concentrating on the channels, sources, campaigns, keywords, and ads that generate the best sales and revenue.
You have the capability to create a variety of reports, including those focused on sales and revenue:
- 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
To better illustrate, let’s consider the following situation:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Upon the launch of Google Ads and Facebook Ads Manager campaigns, the “Leads by Channel” report initially indicated that Facebook Social Paid ads brought in more leads than Google Search Paid ads.
In Nutshell CRM, the sales and revenue data indicated that the Search Paid channel generated more revenue, despite having fewer leads than the Social Paid channel. This information led you to adjust your budget allocation in favor of the Search Paid channel.