While leads are successfully sent to Perfex, identifying their acquisition channels is not feasible.
When a lead transitions into a customer, their source channel or advertisement remains unidentified.
This lack of tracking undermines your ability to monitor marketing results, making it hard to determine which sources deliver leads, sales, and revenue. As a consequence, your marketing budget is spent without a clear understanding of its impact.
Fortunately, a simple approach exists to connect each lead and sale to its source channel.
Let’s walk through this process step by step!
How to track the source of leads in Perfex
Step 1: Add Leadsources in your website
Leadsources is an efficient tool for source tracking. Add it to your website, and it will track 7 lead source data points for each 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 your form
A hidden field is a hidden form element used to hold information submitted along with the form data.
Leadsources stores the lead source information in hidden fields, and once a visitor submits a form, Leadsources ensures the fields are properly filled.
Step 3: Send lead source data to Perfex
Lead source data from your form builder can be sent directly to Perfex for simplified management.
Perfex provides a simple way to track the source of your leads, sales, and revenue.
This creates a direct link between your marketing actions and your sales results.
➡️ Send lead source data to Perfex
How does Leadsources work?
Leadsources captures the lead source data as soon as a visitor lands on your website and fills it into the hidden fields of your form. Once the form is submitted, the data, along with the lead’s name and email, is transferred to Perfex.
Leadsources tracks the origin of every lead you generate:
| 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 in situations where UTM parameters are not present—such as with organic Google search or mentions of your site in articles—Leadsources still collects the lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
While many tools focus on one source, Leadsources tracks lead source data across both organic and paid channels.
Pick a channel to see the lead source data that Leadsources adds to your form fields.
Performance reports: Lead, sales, and revenue by source
Tracking lead source data within Perfex enables you to create 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 enables better budget allocation, directing resources toward the channels, sources, campaigns, terms, and content that produce the greatest leads, sales, and revenue.
Let’s review the different reports you can create.
1. Lead source reports
Create reports that measure 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 helps you understand which channel is the most effective in generating leads.
Example #2: Leads by campaign
This lets you concentrate on a specific lead source (such as Google Ads) and track how many leads each campaign produces.
Example #3: Leads by keyword and ad
After discovering the campaign responsible for the most leads, you can break down which keyword ad is driving the most conversions.
2. Sales and revenue source reports
With the lead sources, campaigns, and content understood, the next step is to assess if these leads are successfully converting into sales and revenue.
To implement this, transfer your leads to Perfex. This allows you to track the performance of sales and revenue from different channels, sources, campaigns, terms, content, and landing page subfolders.
This data helps you adjust your marketing tactics to focus on the channels, sources, campaigns, keywords, and ads responsible for the highest sales and revenue.
You are able to create a range of sales and revenue reports, 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
To make it clearer, let’s take a look at this scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Following the launch of Google Ads and Facebook Ads Manager campaigns, the initial “Leads by Channel” report showed that Social Paid ads on Facebook generated more leads than Search Paid ads on Google.
Analyzing the sales and revenue data in Perfex, you found that the Search Paid channel produced more revenue with fewer leads than the Social Paid channel. This led you to modify your budget allocation to prioritize the Search Paid channel.