Are your Paperform leads being generated without clarity on their originating channels?
Similarly, when a lead converts to a customer, tracking the exact source channel or ad becomes impossible.
Without this tracking capability, measuring your marketing impact and understanding which sources drive leads, sales, and revenue becomes nearly impossible. This can lead to unnecessary investments in marketing that don’t deliver measurable results.
Luckily, there’s a simple way to identify the exact channel, campaign, keyword, and ad behind every lead and sale.
We’ll simplify it into smaller steps!
How to track the source of leads in Paperform
Step 1: Add Leadsources in your website
Leadsources is a comprehensive yet easy-to-use tool for monitoring lead sources. When installed on your website, it automatically tracks up to 7 lead source metrics for every 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 Paperform
Hidden fields are part of the form that users can’t see but are used to hold data submitted along with the form.
Leadsources uses hidden fields to save the source of each lead. When a visitor submits the form, the hidden fields are automatically filled with the corresponding lead source details.
Step 3: Send lead source data to your CRM (optional)
Lead source data gathered from your form builder can be sent to your CRM instantly.
You can monitor the source of all your leads, sales, and revenue within your CRM.
It allows you to directly relate your marketing strategies to sales performance.
How does Leadsources work?
Leadsources automatically fetches the lead source data when a visitor accesses your site and populates the hidden fields in your Paperform. Upon form submission, the lead source data, as well as details like name and email, is sent to Paperform.
Each lead’s source data is automatically tracked by Leadsources:
| 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 | ✅ |
Even when UTM parameters cannot be used—such as when traffic comes from Google search or mentions in articles—Leadsources continues to capture the necessary lead source data to ensure you know exactly where your leads are coming from:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources stands out by offering tracking across a variety of marketing channels, both organic and paid.
Click on a channel to view the lead source details that Leadsources automatically populates in your form.
Performance reports: Lead, sales, and revenue by source
Tracking lead sources within your CRM provides the ability to generate performance reports, 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 based on the channels, sources, campaigns, terms, content, etc., that bring the best results in terms of leads, sales, and revenue.
Next, we’ll review the different reports you can set up.
1. Lead source reports
Create reports that reflect the total 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
This report helps you identify the top channel for lead generation.
Example #2: Leads by campaign
You can now track a specific lead source, such as Facebook ads, and measure how many leads are generated by each campaign using the UTM parameter associated with the campaign.
Example #3: Leads by keyword and ad
Once you recognize the campaign generating the most leads, you can identify the specific keyword or ad responsible by tracking the term or content UTM parameters.
2. Sales source reports
Now that we’ve tracked the leads from specific channels, sources, campaigns, terms, and content, the next step is to check their conversion into sales and revenue.
To begin with, send your leads to your CRM. This will help you track where your sales and revenue are coming from, whether it’s through channels, sources, campaigns, terms, content, landing pages, or subfolders.
With this valuable data, you can adjust your marketing strategy to target the channels, sources, campaigns, keywords, and ads that produce the highest sales and revenue.
You can create customized reports for tracking sales and revenue, 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
Review the example below:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
Once the Google Ads and Facebook Ads Manager campaigns were launched, the first “Leads by Channel” report revealed that Facebook ads generated more leads than Google search ads.
Upon analyzing the sales and revenue data in your CRM, you found that the Search Paid channel resulted in higher revenue with fewer leads than the Social Paid channel. Based on this insight, you chose to adjust your budget to allocate more resources to the Search Paid channel.