Is identifying the origin of your leads proving to be a challenge?
By applying this method, you’ll quickly track the source of your leads in Zoho Forms.
You’ll be positioned to tailor your marketing strategies to drive more leads, sales, and revenue effectively.
Let’s begin!
How to track the source of lead in Zoho Forms
1. How LeadSources collects the lead source data
Leadsources is a simple solution for tracking lead origins. When added to your site, it gathers data on up to 7 different sources for each lead you produce.
Each time someone visits your site, Leadsources tracks their information using cookies and UTM parameters.
It collects important lead source insights such as channel, source, campaign, keyword, the content they came from, and the landing page along with its subfolder.
After a form is submitted, the lead’s contact details (including email and name) are transferred to Zoho Forms, along with the source data provided by Leadsources (channel, source, etc.).
2. How LeadSources passes the lead source data into Zoho Forms
Launch your project in 3 easy steps:
- Get started for free by signing up at Leadsources.io.
- Add the tracking code from Leadsources to your website—follow the guide for guidance.
- Include hidden fields in your Zoho Forms form to record lead source data—follow this article for help.
You're ready to begin monitoring your lead sources! 🎉
After a visitor submits a form on Zoho Forms, Leadsources populates the hidden fields with vital lead source details:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
This information will be accessible in your submission records, in addition to the lead’s personal information (name, email, etc.).
This method ensures accurate identification of the lead source for each lead.
How to analyze the lead source data
What data is tracked in Zoho Forms?
LeadSources allows for the tracking of 7 various data points for each lead in your system:
| Lead source data | Definition |
| Channel | This platform refers to the type of traffic by sorting your leads into 10 predefined channels: Paid Search, Organic Search, Email Campaigns, Paid Social, Organic Social, Referrals, Direct Traffic, Affiliates, Display Advertising, and Other. |
| Source | Defines the specific source or platform that leads visitors to your page. For instance, within "Organic Social," the source could be LinkedIn, Instagram, etc. |
| Campaign | Assigns the name of the specific marketing campaign responsible for the results. For instance, if you’re handling several LinkedIn Ads, you can find out which campaign contributed to your leads. |
| Term | The keyword that a specific campaign targets. For example, in a Google Ads campaign named “Search campaign personal insurance,” LeadSources.io will arrange your leads according to keywords like “Personal insurance in Chicago,” “Personal insurance in Denver,” etc. |
| Content | The specific part of your advertisement that got people to respond. |
| Landing Page | The URL of the landing page where the lead first interacted. For instance, domain.com/services/personal-insurance-denver. |
| Landing Page Subfolder | The specific subfolder present in the landing page URL. For example, when a visitor lands on domain.com/services/personal-insurance-denver, the tracked subfolder is “services.” |
Creating your first performance reports
1. Leads source reports
Find out where your leads come from by looking at detailed reports that provide useful information for taking action.
Kick off your strategy by recognizing the channels that contribute significantly to lead generation through systematic categorization.
Moving forward, direct your focus to a specific channel, like Organic Search, and classify your organic leads by particular campaigns to understand which campaign attracts the most leads.
The final phase in analyzing a campaign's effectiveness is to segment the leads based on their keywords and advertising channels within the reports called “Number of leads by keyword” and “Number of leads by advertisement.”
2. Sales source reports
Having identified the leading advertisements and keywords in lead generation, it's essential to determine if this insight correlates with a rise in revenue.
Using a CRM allows you to effectively manage your Zoho Forms leads by isolating the ones that became paid customers, and generating sales reports based on channel, source, landing page, etc., so if you lack a CRM, explore GoHighLevel.
Let's explore 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 your advertising campaigns on Google and Facebook, the preliminary "Leads by Channel" review demonstrated that Paid Social ads were more effective in generating leads compared to Paid Search ads.
A few weeks into your analysis, tracking which leads converted into paying customers showed that the Paid Search channel was more effective at driving revenue, even with fewer leads than the Paid Social channel, leading to a decision to increase your investment in the Paid Search strategy.
