Capturing UTM parameters in Nutshell CRM can be a significant challenge for those who are not skilled in coding.
What if you had a simple, no-code option for importing UTM parameters into Nutshell CRM?
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, Nutshell CRM).
When someone clicks on your marketing campaign, Leadsources captures the UTM parameters from your URL.
Leadsources then automatically places these UTM parameters into the hidden fields of your form.
By connecting your form to Nutshell CRM, you can view your new leads and their UTM parameters right in Nutshell CRM.
This allows you to generate reports to see where your top customers are coming from.
This guide will show you how to add UTM parameters to Nutshell CRM in just 10 minutes using Leadsources (no coding required).
Capture UTM parameters into Nutshsell 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.
Add the Leadsources snippet to the head tag of your website. No coding skills are required.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
For effective tracking, add the UTM parameters to all your campaigns (PPC, email, social media, etc.).
Leadsources works with any of the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources provides more than just UTM parameter data, capturing details like the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
Leadsources automatically transfers UTM parameters (channel, source, etc.) into the hidden fields of your form while visitors submit their details (name, email, etc.).
Insert hidden fields into your form to manage UTM parameters. We have a comprehensive guide ready for every major form builder.
Step 4: Track the UTM parameters into Nutshell CRM
When a person clicks on your campaign and lands on your website, Leadsources collects the UTM parameters from the URL.
Hidden fields in your form are automatically filled with UTM parameters by Leadsources.
After the form is submitted, UTM parameters and form responses are routed to Nutshell CRM. To enable this, you need to connect your form to Nutshell CRM.
How does Leadsources work?
Adding the Leadsources code to your site’s head tag, Leadsources read and capture UTM parameters from the URL each time a visitor arrives on your site.
It then stores the UTM parameters in the hidden fields of your form.
When visitors land on your site without UTM parameters, Leadsources uses the referrer to capture their data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Even if UTM parameters are not used or suitable, this method allows you to collect important lead source data, such as:
- On Google Search
- On your Instagram bio link
- On your social media posts
Most tools track lead sources using UTM parameters, but Leadsources enables you to monitor lead sources irrespective of their origin:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This helps you collect lead source data in one place.
How to run performance reports
Now that you have captured your UTM parameters into Nutshell CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
It assists in gathering all your lead source data in one tidy and accessible place.
Here’s a summary of the various 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 you handle campaigns on different channels (SEO, PPC, email, etc.), you can export the data and generate a “Leads by Channel” report.
Example #2
Upon identifying the channel with the highest lead generation (e.g., Google Ads), you can select this channel and assess the number of leads from each ad campaign.
Example #3
Once you determine the campaign with the most significant lead generation, you can analyze the specifics by examining the keywords that are bringing in these leads.
Sales performance report
It’s useful to know which ads and keywords drive the most leads, but do these leads result in increased revenue?
When form submissions are sent to Nutshell CRM, you gain the capability to produce comprehensive 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 ads on both Google and Facebook, it became clear that Social Paid ads resulted in more leads than Search Paid ads.
The analysis over several weeks indicates that the Search Paid channel resulted in higher revenue with fewer leads than Social Paid, leading you to enhance your budget for Search Paid.