It can be tricky to capture UTM parameters in Copper CRM, particularly if you don’t have coding skills.
What if you could simply get UTM parameters into Copper CRM without having to write any code?
Discover Leadsources.io!
Leadsources is a lead source tracking tool that acts as a middleman between your UTM parameters and your CRM (in this case, Copper CRM).
When a visitor clicks on your marketing campaign, Leadsources automatically captures the UTM parameters from the URL.
These parameters are then added to the hidden fields of your form by Leadsources.
Connecting your form to Copper CRM allows you to view your new leads, complete with their UTM parameters, right within Copper CRM.
This setup helps you run performance reports and track where your most profitable customers are coming from.
In this guide, you’ll learn how to set up UTM parameter capture in Copper CRM in just 10 minutes using Leadsources, no coding required.
Capture UTM parameters into Copper 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.
Include the Leadsources code in the head tag of your website. No coding skills are necessary.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Add the UTM parameters you intend to track across all your campaigns (PPC, email, social media, etc.).
Leadsources is compatible with the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources also records data not found in UTM parameters, including the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
Leadsources automatically adds the UTM parameters to the hidden fields of your form (channel, source, etc.) as visitors fill out their details (name, email, etc.).
To implement this, insert hidden fields in your form to hold the UTM parameters. We have step-by-step instructions for all form builders.
Step 4: Track the UTM parameters into Copper CRM
When users click on your campaign link and visit your website, Leadsources captures the UTM parameters from the URL.
The UTM parameters are inserted by Leadsources into the hidden fields of your form.
After the form is completed, UTM parameters and the responses are sent to Copper CRM. Connecting your form to Copper CRM is necessary for this.
How does Leadsources work?
With the Leadsources code added to the head tag of your website, it will automatically read and capture UTM parameters from the URL whenever a user visits your site.
It then stores the UTM parameters in the hidden fields of your form.
Even if a visitor lands on your site without UTM parameters in the URL, Leadsources captures visitor information via the referrer.
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
This method ensures you can monitor key lead source data even without using UTM parameters, such as:
- On Google Search
- On your Instagram bio link
- On your social media posts
While many tools use UTM parameters to identify lead sources, Leadsources provides tracking capabilities regardless of the lead’s origin:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This empowers you to make strategic decisions about where to allocate your marketing budget.
How to run performance reports
Now that you have captured your UTM parameters into Copper CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This allows you to make informed decisions about your marketing spend.
Let’s check out the types of reports available for you to 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 span different channels (SEO, PPC, email, etc.), you can export the data and create a report called: “Leads by Channel.”
Example #2
When you discover which channel brings in the most leads (e.g., Google Ads), you can take the next step by selecting this channel and detailing the number of leads from each ad campaign.
Example #3
After determining which campaign yields the highest number of leads, you can examine the specific keywords that are contributing to this success.
Sales performance report
Knowing the ads and keywords that drive the most leads is valuable, but do they also translate into increased revenue for your business?
With your form submissions routed to Copper CRM, you can produce 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 observed that, after running ads on both Google and Facebook, Social Paid ads resulted in more leads than Search Paid ads.
After reviewing lead conversions over a few weeks, you found that the Search Paid channel produced higher revenue with a smaller number of leads than the Social Paid channel. This leads you to consider boosting your Search Paid budget.