Understanding how to capture UTM parameters in Perfex can be tough, particularly for individuals without a background in coding.
What if you could capture UTM parameters in Pefex without writing a single line of code?
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, Perfex).
When someone clicks on your marketing campaign, Leadsources grabs the UTM parameters from your URL.
Leadsources then puts these UTM parameters into the hidden fields of your form.
By connecting your form to Perfex, you can see your new leads with their UTM parameters right in Perfex.
This lets you run reports to find out where your best customers are coming from.
In this guide, you’ll learn how to capture UTM parameters in Perfex in just 10 minutes using Leadsources (no coding needed).
Capture UTM parameters into Perfex 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 code to your website’s head tag. You don’t need any coding knowledge.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Ensure you add the UTM parameters you wish to track across all your campaigns, including PPC, email, and social media.
Leadsources works with any of the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources goes beyond UTM parameters by recording details such as the channel, landing page, and subfolder of the landing page.
Step 3: Add the hidden fields to your form
When users complete your form (name, email, etc.), Leadsources will automatically fill in the hidden fields with UTM parameters like channel and source.
To implement this, insert hidden fields in your form to store UTM parameters. We offer a step-by-step guide for each popular form builder.
Step 4: Track the UTM parameters into Perfex
When a visitor arrives at your website via a campaign link, Leadsources automatically captures the UTM parameters from the URL.
Leadsources inserts UTM parameters directly into your form’s hidden fields.
Upon submitting the form, UTM parameters and the form data are sent to Perfex. You must connect your form to Perfex to make this happen.
How does Leadsources work?
When you include the Leadsources code in the head tag of your site, it automatically reads and captures UTM parameters from the URL every time a user arrives.
It then stores the UTM parameters in the hidden fields of your form.
When a visitor arrives on your site without clicking a UTM-tagged link, Leadsources still gathers data about them via the referrer:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
By using this approach, you can track important lead source metrics even if UTM parameters are not utilized, like:
- On Google Search
- On your Instagram bio link
- On your social media posts
Most tools track lead sources using UTM parameters alone, but Leadsources allows you to track lead sources from any origin:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
You can consolidate all your lead source data into one place with this feature.
How to run performance reports
Now that you have captured your UTM parameters into Perfex, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This helps you make strategic decisions about your marketing expenditures.
Let’s examine the kinds of reports you have the ability to 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
When you run campaigns on multiple channels (SEO, PPC, email, etc.), you can export the data and produce a report called “Leads by Channel”.
Example #2
Knowing the channel with the most leads (e.g., Google Ads) allows you to further investigate by choosing this channel and examining the lead numbers for each specific ad campaign.
Example #3
Once you identify the top-performing campaign in terms of lead generation, you can explore further by examining the exact keywords that are generating those leads.
Sales performance report
It’s important to know which ads and keywords drive the most leads, but does this converting into increased revenue for your business?
When you send form submissions to Perfex, it enables you to produce 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 |
You conducted ad campaigns on Google and Facebook and identified that Social Paid ads generated more leads than Search Paid ads.
Following a few weeks of analysis, it becomes clear that the Search Paid channel produced more revenue with fewer leads than the Social Paid channel. This information leads you to allocate more budget to Search Paid.