Capturing UTM parameters in Agile CRM can be tricky, especially if you don’t have coding skills.
Imagine a tool that lets you add UTM parameters to Agile CRM without needing any coding.
Meet Leadsources.io!
Leadsources is a lead source tracking tool that acts as a middleman between your UTM parameters and your CRM (in this case, Agile CRM).
When someone clicks on your marketing campaign, Leadsources grabs the UTM parameters from your URL.
Leadsources then puts these UTM parameters into the hidden fields of your form.
By connecting your form to Agile CRM, you can see your new leads along with their UTM parameters in Agile CRM.
This helps you run reports to find out where your best customers are coming from.
In this guide, you'll see how to get UTM parameters into Agile CRMin just 10 minutes using Leadsources (no coding required).
Capture UTM parameters into Agile CRM in 4 easy steps
Step 1: Add Leadsources in the head tag of your website
Sign up to Leadsources.io, and benefit from our 14-day free trial.
Place the Leadsources code into your website's head tag. You don’t have to know how to code.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Add UTM parameters for tracking across all types of campaigns, including PPC, email, and social media.
Leadsources works with any of the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources collects additional insights beyond UTM parameters, such as the channel, landing page, and the specific subfolder of the landing page.
Step 3: Add the hidden fields to your form
Leadsources automatically populates hidden fields in your form with UTM parameters (channel, source, etc.) as visitors enter their data (name, email, etc.).
Incorporate hidden fields into your form to capture UTM parameters. We provide a detailed, step-by-step guide for each of the leading form builders.
Step 4: Track the UTM parameters into Agile CRM
Leadsources captures UTM parameters from the URL when a visitor clicks on your campaign link and accesses your website.
UTM parameters are placed into the hidden fields of your form by Leadsources.
When the form is submitted, Agile CRM gets both the UTM parameters and the form responses. You need to set up a connection between your form and Agile CRM.
How does Leadsources work?
Leadsources captures UTM parameters from the URL every time a user lands on your site, provided the Leadsources code is placed in the head tag of your website.
It then stores the UTM parameters in the hidden fields of your form.
Leadsources tracks visitor information using the referrer, even when they arrive at your site without clicking a UTM-tagged link.
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
This technique helps you monitor key lead source data even if UTM parameters are not in play or chosen, including:
- On Google Search
- On your Instagram bio link
- On your social media posts
Most tracking tools rely on UTM parameters to identify lead sources, but Leadsources lets you track sources from any origin:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This feature lets you gather all your lead source data in one place.
How to run performance reports
Now that you have captured your UTM parameters into Agile CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This gives you the tools to make educated choices regarding your marketing expenses.
Let’s discuss the different kinds of reports you can produce.
Lead performance reports
You can run reports showing the volume of leads generated by:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Example #1
If your campaigns span multiple channels (SEO, PPC, email, etc.), you can export the data to develop a report called “Leads by Channel”.
Example #2
After identifying the channel that drives the highest lead volume (e.g., Google Ads), you can select it to analyze the lead count for each of its ad campaigns.
Example #3
Once you identify the leading campaign in terms of lead generation, you can go further by investigating the exact keywords that are driving these leads.
Sales performance report
Understanding which ads and keywords generate the most leads is important, but do they also contribute to your overall revenue?
Sending form submissions to Agile CRM facilitates the creation of robust sales performance reports.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
You run ads on Google and Facebook and you found that your Social Paid ads on Facebook generated a larger number of leads than your Search Paid ads on Google.
Analyzing lead conversion data after a few weeks shows that Search Paid produced more revenue with fewer leads than Social Paid, which informs your decision to increase the Search Paid budget.
