Incorporating UTM parameters into NetSuite CRM can be difficult, especially for those without any coding abilities.
What if there was a straightforward solution to bring UTM parameters into NetSuite CRM, eliminating the need for 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, NetSuite CRM).
When a visitor interacts with your marketing campaign, Leadsources records the UTM parameters from your URL.
Leadsources then adds these UTM parameters into the hidden fields of your form.
By linking your form to NetSuite CRM, you can view your new leads along with their associated UTM parameters directly in NetSuite CRM.
This allows you to generate performance reports and determine the sources of your most profitable customers.
In this guide, you’ll discover how to capture UTM parameters in NetSuite CRM in just 10 minutes using Leadsources, no coding required.
Capture UTM parameters into NetSuite 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.
Insert the Leadsources code in your website’s head tag, all without any need for coding skills.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Add the UTM parameters you wish to monitor in all your campaigns (PPC, email, social media, etc.).
Leadsources supports these UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources also gathers data not included in UTM parameters, like the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
As visitors complete your form (name, email, etc.), Leadsources automatically fills the hidden fields with UTM parameters (channel, source, etc.).
To achieve this, add hidden fields to your form to store the UTM parameters. You can find a step-by-step guide for all form builders.
Step 4: Track the UTM parameters into NetSuite CRM
When someone clicks on your campaign link and lands on your webpage, Leadsources captures the UTM parameters from the URL.
The UTM parameters are inserted by Leadsources into the hidden fields of your form.
Once the form is submitted, the UTM parameters and the responses are sent to NetSuite CRM. You need to connect your form to NetSuite CRM for this to work.
How does Leadsources work?
Inserting the Leadsources code into the head tag of your website allows it to read and capture UTM parameters from the URL every time someone arrives on your site.
It then stores the UTM parameters in the hidden fields of your form.
If a visitor lands on your website without UTM parameters, Leadsources still collects data about them using the referrer.
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
This approach allows you to keep track of key lead source data even if UTM parameters are not utilized, such as:
- On Google Search
- On your Instagram bio link
- On your social media posts
Many tools require UTM parameters to track lead sources, but Leadsources offers tracking capabilities regardless of the source’s origin:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This allows for the efficient collection and storage of lead source data in one organized place.
How to run performance reports
Now that you have captured your UTM parameters into NetSuite CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This allows you to optimize your marketing spend by making decisions based on accurate data.
Let’s consider the different kinds of reports you can run.
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 marketing campaigns cover various channels (SEO, PPC, email, etc.), you can extract the data and compile a report titled: “Leads by Channel.”
Example #2
Once you know which channel is most effective in generating leads (e.g., Google Ads), you can further refine your analysis by selecting this channel and investigating the lead numbers for each ad campaign.
Example #3
Once you determine the campaign with the most leads, you can enhance your analysis by examining the individual keywords that are driving lead generation for that campaign.
Sales performance report
Understanding the ads and keywords that bring in the most leads is important, but do these leads actually translate into revenue growth for your business?
Sending form data to NetSuite CRM allows for the development of in-depth sales performance reports.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
After running Google and Facebook ads, you determined that Social Paid ads generated a larger number of leads compared to Search Paid ads.
Examining lead conversions over a few weeks showed that the Search Paid channel, despite fewer leads, generated higher revenue than the Social Paid channel. This analysis supports the decision to enhance your Search Paid budget.