Those without coding knowledge may find it particularly difficult to capture UTM parameters in Nimble CRM.
Think about a solution that simplifies getting UTM parameters into Nimble CRM without any 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, Nimble CRM).
When a visitor clicks on your marketing campaign, Leadsources captures the UTM parameters from the URL.
Leadsources then puts these UTM parameters into the hidden fields of your form.
By linking your form to Nimble CRM, you can see your new leads along with their UTM parameters directly in Nimble CRM.
This helps you create reports to find out where your most valuable customers come from.
This guide will show you how to add UTM parameters to Nimble CRM in just 10 minutes using Leadsources (no coding skills needed).
Capture UTM parameters into Nimble 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 into the head of your website. No coding experience needed.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Include the UTM parameters you want to track in every campaign, whether it’s PPC, email, or social media.
Leadsources works with any of the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Alongside UTM parameters, Leadsources captures further details such as the channel, landing page, and the subfolder within the landing page.
Step 3: Add the hidden fields to your form
As users complete your form (name, email, etc.), Leadsources will handle inserting UTM parameters (channel, source, etc.) into the hidden fields automatically.
To track UTM parameters, simply add hidden fields to your form. We’ve created a step-by-step guide for each form builder to help you.
Step 4: Track the UTM parameters into Nimble CRM
Leadsources captures the UTM parameters from the URL whenever someone clicks on your campaign link and arrives at your website.
Leadsources automatically adds UTM parameters to the hidden fields in your form.
When the form is submitted, Leadsources transfers the UTM parameters and responses to Nimble CRM. Connecting your form to Nimble CRM is required for this to work.
How does Leadsources work?
By placing the Leadsources code in the head tag of your website, it automatically reads and captures UTM parameters from the URL whenever someone comes to your site.
It then stores the UTM parameters in the hidden fields of your form.
Even in cases where visitors access your site without UTM parameters, Leadsources can still collect their information via the referrer:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
This approach ensures you can still monitor crucial lead source data even when UTM parameters are either not used or not an option, including:
- On Google Search
- On your Instagram bio link
- On your social media posts
While traditional tools can only track lead sources with UTM parameters, Leadsources allows you to track lead sources from any origin:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This allows for the collection of organized and clean lead source data all in one place.
How to run performance reports
Now that you have captured your UTM parameters into Nimble CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
It enables you to optimize your marketing spend.
Let’s examine the various report types 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
When running campaigns on various channels (SEO, PPC, email, etc.), you can export the data and compile a report called “Leads by Channel”.
Example #2
After determining the channel that produces the most leads (e.g., Google Ads), you can drill down by selecting this channel and examining the lead counts for each ad campaign.
Example #3
After discovering the campaign that drives the most leads, you can investigate further by looking at the particular keywords that are contributing to the lead flow.
Sales performance report
While identifying the top ads and keywords for lead generation is important, does it mean these elements also drive your revenue up?
Directing your form submissions to Nimble CRM allows you to generate detailed insights into sales performance.
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. The results from your Google and Facebook ad campaigns indicated that Social Paid ads outperformed Search Paid ads in lead generation.
After analyzing lead conversion metrics over a few weeks, it is clear that Search Paid generated more revenue with fewer leads compared to Social Paid. This results in a decision to boost the Search Paid budget.