Tracking UTM parameters in Capsule CRM can be challenging, especially for users who aren't familiar with coding.
Suppose there was a method to input UTM parameters into Capsule CRM, completely code-free.
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, Capsule CRM).
When someone clicks on your marketing campaign, Leadsources collects the UTM parameters from the URL.
Leadsources then adds these UTM parameters into the hidden fields of your form.
By linking your form to Capsule CRM, you can view your new leads along with their UTM parameters in Capsule CRM.
This lets you create reports to see where your most valuable customers are coming from.
In this guide, you’ll learn how to capture UTM parameters in Capsule CRM using Leadsources in just 10 minutes, no coding required.
Capture UTM parameters into Capsule 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.
Integrate the Leadsources code into your site's head tag. No need for coding skills.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Ensure the UTM parameters you aim to track are included in all your campaigns (PPC, email, social media, etc.).
Leadsources can work with these UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources collects data beyond UTM parameters, including the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
While visitors complete your form (name, email, etc.), Leadsources adds the UTM parameters to the hidden fields (channel, source, etc.).
Include hidden fields in your form to capture UTM parameters. We have a detailed guide for each form builder.
Step 4: Track the UTM parameters into Capsule CRM
As users click on your campaign and land on your site, Leadsources collects the UTM parameters from the URL.
UTM parameters are populated into the hidden fields of your form by Leadsources.
After the form is submitted, UTM parameters and form responses are transferred to Capsule CRM. Ensure your form is connected to Capsule CRM to facilitate this.
How does Leadsources work?
By including the Leadsources code in your site's head tag, Leadsources captures the UTM parameters from the URL each time a user arrives at your website.
It then stores the UTM parameters in the hidden fields of your form.
When a visitor reaches your site without UTM parameters, Leadsources uses the referrer to gather information about them:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
With this technique, you can track significant lead source details even when UTM parameters are not utilized, for example:
- On Google Search
- On your Instagram bio link
- On your social media posts
While many tools are limited to tracking lead sources via UTM parameters, Leadsources provides the ability to track them regardless of their source.
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
By using this, you can collect and organize accurate lead source data in one place.
How to run performance reports
Once your UTM parameters are in Capsule CRM, you can generate performance reports, including:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This provides the insights needed to make informed decisions about your marketing investment.
Let's go over the different kinds of reports you can generate.
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 cover various channels (SEO, PPC, email, etc.), you can export the data and create a report titled "Leads by Channel."
Example #2
Once you've identified the top-performing channel for lead generation (e.g., Google Ads), you can further explore by selecting this channel and reviewing the leads generated by each ad campaign.
Example #3
Once you find the campaign that yields the most leads, you can explore it further by choosing the specific keywords that are driving lead generation.
Sales performance report
It’s valuable to know which ads and keywords are driving the most leads, but does this translate into increased revenue?
By integrating your form submissions with Capsule CRM, you can generate insightful sales performance reports.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
You ran ads on Google and Facebook and following your ad campaigns, you observed that Social Paid ads resulted in more leads than Search Paid ads.
A few weeks of analysis reveal that the Search Paid channel achieved more revenue with fewer leads than the Social Paid channel. This information helps you decide to allocate more budget to Search Paid.
