Are you generating leads with Wufoo but can’t determine the exact source of the corresponding channel?
Equally, when leads convert to customers, you can’t connect them to a particular marketing channel or ad.
When tracking is unavailable, improving your marketing performance becomes a challenge, as you can’t identify the sources delivering leads, sales, and revenue. This could lead to unnecessary spending on channels with unknown returns.
Fortunately, you can easily identify the channel, campaign, keyword, and ad that brought in every lead and sale.
We’ll break it down into steps!
How to track the source of leads in Wufoo
Step 1: Add Leadsources in your website
Leadsources is a powerful solution for tracking where your leads originate. When installed on your website, it automatically records up to 7 lead source data points for every lead you generate:
- 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 Wufoo
Hidden fields are fields that don’t appear on the form for users but capture and store information during submission.
Leadsources uses hidden fields to collect lead source data. These fields are automatically populated with lead source information when the form is submitted.
➡️ How to add hidden fields to Wufoo
Step 3: Send lead source data to your CRM (optional)
Your form builder can deliver lead source details to your CRM.
You can view the source of leads, sales, and revenue directly in your CRM.
This makes it easier to align your marketing activities with your sales success.
How does Leadsources work?
As soon as someone visits your site, Leadsources collects the lead source data and populates the hidden fields in your Wufoo. Upon form submission, this data, together with the lead’s name and email, is sent to Wufoo.
Every lead’s source data is monitored and recorded 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 | ✅ |
In cases where UTM parameters can’t be applied—like with organic traffic from search engines or when your website is mentioned in a third-party article—Leadsources still captures vital lead source data to ensure you don’t miss out on valuable insights:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources provides comprehensive tracking of lead sources, covering both paid and organic marketing channels.
Choose a specific channel to view the lead source information that Leadsources populates into your form.
Performance reports: Lead, sales, and revenue by source
With lead source tracking in your CRM, you can create detailed 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 helps you manage your marketing budget more effectively by focusing on channels, sources, campaigns, terms, content, etc., that result in the highest leads, sales, and revenue.
Now, let’s go over the reports that can be created.
1. Lead source reports
Create reports that show 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 outlines the channel that brings in the most leads.
Example #2: Leads by campaign
Now, it’s possible to concentrate on a specific lead source, such as Facebook ads, and track the leads from each campaign through its UTM parameter.
Example #3: Leads by keyword and ad
Once you’ve found the campaign generating the most leads, you can analyze which particular keyword or ad is responsible for those leads using the term or content UTM parameters.
2. Sales source reports
Once we’ve tracked the channels, sources, campaigns, terms, and content producing leads, the next task is to check if those leads are converting into sales and revenue.
First, forward your leads to your CRM. This will allow you to track the specific origins of your sales and revenue, including the channels, sources, campaigns, terms, content, landing pages, and subfolders.
This data enables you to adjust your marketing strategy, ensuring that the channels, sources, campaigns, keywords, and ads that bring in the most sales and revenue receive the most attention.
You can generate several types of sales and revenue reports, including:
- 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
Consider this example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
Following the launch of campaigns on Google Ads and Facebook Ads Manager, the “Leads by Channel” report revealed that more leads were generated by Facebook’s paid ads than by Google’s paid search ads.
However, after analyzing the sales and revenue data in your CRM, you found that the Search Paid channel, although producing fewer leads, resulted in higher revenue compared to the Social Paid channel. This led you to modify your budget and allocate more resources to the Search Paid channel.