Managing UTM parameters within Close CRM can be tough, especially for those who aren’t experts in coding.
Consider a tool that captures UTM parameters in Close CRM, requiring no coding skills.
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, Close CRM).
When a visitor interacts with your marketing campaign, Leadsources captures the UTM parameters from the URL and automatically inputs them into the hidden fields of your form.
By integrating your form with Close CRM, you can view your new leads, complete with their UTM parameters, directly in Close CRM.
This integration enables you to generate performance reports and track the sources of your most valuable customers.
This guide will walk you through capturing UTM parameters in Close CRM in just 10 minutes using Leadsources, with no coding needed.
Capture UTM parameters into Close 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 without any coding experience.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Define the UTM parameters you wish to track in each of your campaigns (PPC, email, social media, etc.).
Leadsources supports the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources gathers more than just UTM parameters, such as the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
As visitors enter their information (name, email, etc.), Leadsources populates the hidden fields with UTM parameters (channel, source, etc.) automatically.
To enable this, add hidden fields to your form to capture UTM parameters. Our step-by-step guides cover every popular form builder.
Step 4: Track the UTM parameters into Close CRM
As someone clicks on your campaign and arrives at your site, Leadsources pulls the UTM parameters from the URL.
The UTM parameters are inserted by Leadsources into the hidden fields of your form.
When the form is submitted, Close CRM receives both the UTM parameters and the form responses. To facilitate this, your form needs to be connected to Close CRM.
How does Leadsources work?
Including the Leadsources code in your website’s head tag allows it to capture UTM parameters from the URL every time someone accesses your site.
It then stores the UTM parameters in the hidden fields of your form.
If a visitor reaches your site without clicking on a UTM-link, Leadsources will still collect data about them from the referrer.
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
You can still track critical lead source details with this approach, even if you choose not to use UTM parameters, like:
- On Google Search
- On your Instagram bio link
- On your social media posts
Most tools need UTM parameters to determine lead sources, but Leadsources can track them irrespective of their source:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This enables you to gather and organize your lead source data in one place.
How to run performance reports
Now that you have captured your UTM parameters into Close CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This allows you to effectively allocate your marketing spend.
Let’s review the different report options you have.
Lead performance reports
You can run reports showing the volume of leads generated by:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Example #1
When running campaigns on different platforms (SEO, PPC, email, etc.), you can download the data and produce a report labeled: “Leads by Channel.”
Example #2
After identifying the leading channel for generating leads (e.g., Google Ads), you can explore deeper by selecting this channel and evaluating the number of leads associated with each ad campaign.
Example #3
Once you recognize the campaign with the most leads, you can go a step further by analyzing the individual keywords that are producing these leads.
Sales performance report
Recognizing the ads and keywords that produce the highest number of leads is crucial, but do these leads convert into additional revenue?
By channeling your form submissions into Close CRM, you can develop detailed reports on sales performance.
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. Your analysis of ads on Google and Facebook revealed that Social Paid ads generated a greater volume of leads compared to Search Paid ads.
Analyzing the conversion of leads into paying customers after a few weeks revealed that Search Paid generated greater revenue with fewer leads than Social Paid. This finding supports increasing your Search Paid budget.