How to capture lead source in Popupsmart

How to capture lead source in Popupsmart

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Track the source of your leads (free trial)

Wondering where your leads from Popupsmart are coming from? It’s about time to get past the guesswork and nail down the exact sources of your leads.

Generate insightful performance reports, such as leads by channel, source, or campaign, based on the marketing strategies that produce the best results.

Let’s dive into it.

How to track the source of lead in Popupsmart

1. How LeadSources collects the lead source data

Lead sources can be identified through either UTM parameters or the referrer.

LeadSources.io plays an important role in helping you collect hidden fields into your form.

When a visitor fills out your Popupsmart

  • Leadsources.io inserts lead source data into your Popupsmart as hidden fields (channel, source, etc.).

After submitting the form

  • Lead source data are sent with their answers in the Popupsmart submissions table.

2. How LeadSources passes the lead source data into Popupsmart

Once you have signed up for a Leadsources account, add the small code snippet to your website. The installation process is provided in their detailed guide.

Here is a step-by-step process to embed these hidden fields within Popupsmart.

Assuming that someone visits your website, goes to your services section, and fills out a Popupsmart form, there are some kinds of lead information that leadsources.io will secretly store:

  • Channel
  • Source
  • Campaign
  • Term
  • Content
  • Landing page
  • Landing page subfolder

How to analyze the lead source data

What data is tracked in Popupsmart?

LeadSources can monitor 7 different data for each lead. They are defined as follows:

  1. Channel: where did they come from? 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
  2. Source: Which platform directed them to you? Examples could be Facebook, Instagram, etc.
  3. Campaign: What marketing campaign brought them in?
  4. Term: What keywords were they searching for or were targeted in the campaign?
    • You run a Google Ads campaign called “Search campaign corporate lawyers”.
    • LeadSources categorize your leads by keyword targeted: “Corporate lawyer in New York”, “Corporate lawyer in Miami”, etc.
  5. Content: Which particular part of the campaign caught their eye?
  6. Landing page: What was the first page they encountered on your site? Examples:
    • domain.com/services/corporate-lawyer-miami
  7. Landing page subfolder: Which area of your site did they explore? Example:
    • A visitor lands on the page domain.com/services/corporate-lawyer-miami.
    • The subfolder tracked is “services”.

How to create performance reports?

Leads source reports

Run a test campaign to get an insight into which sources generate more leads.

Leads by channel report

On the left there is an overview to understand the lead channel generation.

From the report, now you have the campaign channel generating more leads, after an initial test campaign like Social Paid.

Now get a report for campaign performance based on the keywords.

Leads by keyword report

Sales source reports

Using this information, you can find out which keywords and ads contribute to your revenue.

Then, connect your Popupsmart submissions to a CRM, such as GoHighLevel, which will generate sales reports for you.

Imagine the following example:

ChannelsSearch PaidSocial Paid
Leads5075
Sales56
Average order value$150$100
Revenue$750$600

Campaign report: In a recent campaign analysis, you found that Facebook Ads (Social Paid) generated 100 leads, while Google Ads (Search Paid) produced 75 leads.

Outcome: Google Ads generated 75 leads with a $5000 revenue, while Facebook Ads produced 100 leads but only $4500 in revenue, highlighting Google Ads’ superior ROI. You conclude that you should increase your Search Paid budget.