Tracking UTM parameters in Sage CRM can be a hassle, especially if you’re not skilled in coding.
What if there was a way to automatically import UTM parameters into Sage CRM, bypassing the need for 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, Sage CRM).
When a visitor clicks on your marketing campaign, Leadsources captures the UTM parameters from the URL and automatically populates them in your form’s hidden fields.
By connecting your form to Sage CRM, you can view your new leads along with their UTM parameters directly in Sage CRM.
This integration allows you to create performance reports and track where your most profitable customers are coming from.
In this guide, you’ll find out how to set up UTM parameter capture in Sage CRM, in just 10 minutes using Leadsources, no coding required.
Capture UTM parameters into Sage 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 tag of your webpage, no coding skills needed.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
List the UTM parameters you want to track in all your campaigns (PPC, email, social media, etc.).
Leadsources works with the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources captures additional details not present in UTM parameters, like the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
Leadsources automatically inputs UTM parameters into the hidden fields of your form (channel, source, etc.) as visitors provide their information (name, email, etc.).
To achieve this, include hidden fields in your form to store UTM parameters. We offer detailed guides for all form builders.
Step 4: Track the UTM parameters into Sage CRM
When a person clicks your campaign link and enters your website, Leadsources gathers the UTM parameters from the URL.
The UTM parameters are inserted by Leadsources into the hidden fields of your form.
Upon form submission, the UTM parameters and responses are transferred to Sage CRM. You’ll need to link your form to Sage CRM to ensure this occurs.
How does Leadsources work?
Placing the Leadsources code in the head tag of your site ensures that UTM parameters from the URL are read and captured by Leadsources whenever a visitor arrives.
It then stores the UTM parameters in the hidden fields of your form.
When a visitor enters your site without a UTM parameter in the URL, Leadsources uses the referrer to capture data about their visit, for example:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
With this technique, you can gather important lead source information even when UTM parameters are not available, such as:
- On Google Search
- On your Instagram bio link
- On your social media posts
Although UTM parameters are commonly used by most tools to track lead sources, Leadsources enables tracking from any origin:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This facilitates the collection of all lead source data in a single, tidy location.
How to run performance reports
Now that you have captured your UTM parameters into Sage CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This supports making smart decisions about your marketing investment.
Let’s look at the types of reports you can produce.
Lead performance reports
You can run reports showing the volume of leads generated by:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Example #1
For campaigns across several channels (SEO, PPC, email, etc.), you can export the gathered data and generate a report entitled: “Leads by Channel.”
Example #2
Once you know the channel that drives the highest number of leads (e.g., Google Ads), you can further investigate by focusing on this channel and assessing the leads generated by each specific ad campaign.
Example #3
After finding the campaign that brings in the most leads, you can further analyze it by reviewing the specific keywords that are generating these leads.
Sales performance report
It’s helpful to know which ads and keywords generate the most leads, but does this information indicate that they are also driving revenue?
Directing form submissions to Sage CRM enables you to compile and analyze sales performance reports.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
Running ads across Google and Facebook showed that Social Paid ads produced more leads than Search Paid ads.
Over the course of a few weeks, it became clear that the Search Paid channel generated more revenue from fewer leads compared to the Social Paid channel. This drives you to decide on a higher budget for Search Paid.