Leads are imported into Trello, but there is no method to associate them with their respective channels.
After a lead becomes a customer, there is no way to identify the ad or channel responsible for the customer’s journey.
The absence of tracking prevents you from assessing the effectiveness of your marketing strategies, leaving you guessing which sources bring in leads, sales, and revenue. This leads to spending on channels without insight into their profitability.
Luckily, there’s a practical way to connect each lead and sale to its acquisition source.
Let’s go through it step by step!
How to track the source of leads in Trello
Step 1: Add Leadsources in your website
Leadsources offers a simple solution for lead tracking. Install it on your site, and it will capture up to 7 data points for every lead source:
- 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
Hidden fields are unseen form inputs designed to pass additional data to the server.
Leadsources stores essential tracking data in hidden fields, and Leadsources automatically populates them with lead source information.
Step 3: Send lead source data to Trello
The form builder captures lead source data, which can then be forwarded to Trello for easy access.
You can monitor the flow of your leads, sales, and revenue sources in Trello.
This creates a link between marketing actions and the revenue they generate.
➡️ Send lead source data to Trello
How does Leadsources work?
When someone visits your site, Leadsources fetches lead source data and places it in the hidden fields within your form. Upon form submission, the data, along with lead name and email, is sent to Trello.
Leadsources stores and monitors the source data for all generated leads:
| 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 are not applicable—like with organic Google search or references to your website in articles—Leadsources tracks and captures the lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources ensures complete tracking by monitoring lead sources across both organic and paid marketing channels.
Select a channel to discover the lead source data that Leadsources fills in your form fields.
Performance reports: Lead, sales, and revenue by source
By monitoring lead source data in Trello, you can build reports that reflect performance, 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
With this information, you can adjust your marketing budget based on the performance of different channels, sources, campaigns, terms, and content that produce the highest leads, sales, and revenue.
Now, let’s take a deep dive into the reports you can create.
1. Lead source reports
Develop performance reports illustrating the number of leads generated through:
- Channel
- Source
- Campaign
- Term (e.g. keyword or adset)
- Content (e.g. ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
Through this report, you can measure which channel is driving the most leads to your business.
Example #2: Leads by campaign
This allows you to concentrate on a specific lead source (like Google Ads) and track the lead generation of each campaign.
Example #3: Leads by keyword and ad
After recognizing the campaign that delivers the most leads, you can analyze which specific keyword ad is creating them.
2. Sales and revenue source reports
Now that we know which channels, sources, campaigns, and content bring in leads, we need to check if these leads are converting into sales and revenue.
To track the results effectively, send your leads to Trello. This allows you to monitor sales and revenue across channels, sources, campaigns, terms, content, and landing page subfolders.
Using this data, you can refine your marketing focus on the channels, sources, campaigns, keywords, and ads that generate the greatest impact on your sales and revenue.
You can generate a selection of sales and revenue reports, for example:
- 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
We’ll use the following scenario to demonstrate how this works:
| 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 “Leads by Channel” report demonstrated that Social Paid ads on Facebook created more leads than Search Paid ads on Google.
After looking into the sales and revenue data in Trello, you found that Search Paid ads produced higher revenue with fewer leads than Social Paid ads. This led you to adjust your budget to allocate more funds to the Search Paid channel.