Recording UTM parameters in Sugar CRM can be complex, especially for people with no programming background.
Imagine a solution that allows you to integrate UTM parameters into Sugar CRM without any 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, Sugar CRM).
When a visitor interacts with your marketing campaign, Leadsources grabs the UTM parameters from your URL.
Leadsources then automatically fills these UTM parameters into the hidden fields of your form.
By linking your form to Sugar CRM, you can view your new leads along with their UTM parameters directly in Sugar CRM.
This enables you to generate performance reports and identify where your most profitable customers are originating from.
In this guide, you’ll discover how to capture UTM parameters in Sugar CRM in just 10 minutes using Leadsources, with no coding required.
Capture UTM parameters into Sugar 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.
Place the Leadsources code in your website’s head tag. Coding skills are not required.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Specify the UTM parameters you aim to track in all your campaigns (PPC, email, social media, etc.).
Leadsources supports the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources additionally captures details not included in UTM parameters, like the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
When visitors fill out your form (name, email, etc.), Leadsources automatically inserts the UTM parameters into the hidden fields (channel, source, etc.).
To set this up, add hidden fields to your form to capture UTM parameters. We provide detailed guides for every popular form builder.
Step 4: Track the UTM parameters into Sugar CRM
When a visitor clicks on your campaign link and reaches your website, Leadsources extracts 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 along with the form responses are transferred to Sugar CRM. This requires linking your form to Sugar CRM.
How does Leadsources work?
When you place the Leadsources code in the head tag of your website, it enables Leadsources to capture UTM parameters from the URL each time a visitor arrives at your site.
It then stores the UTM parameters in the hidden fields of your form.
If a visitor comes to your site without clicking on a link with UTM parameters, Leadsources will still gather information about them through the referrer:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
This approach allows you to track essential lead source data even when UTM parameters aren’t used or aren’t feasible, including:
- On Google Search
- On your Instagram bio link
- On your social media posts
Although most tools require UTM parameters to track lead sources, Leadsources lets you track them regardless of where they come from:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This allows you to consolidate all your lead source data in a single, organized place.
How to run performance reports
Now that you have captured your UTM parameters into Sugar CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This helps you make well-informed choices about your marketing expenditures.
Let’s explore the various reports you are able to create.
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 manage campaigns across various channels (SEO, PPC, email, etc.), you can export the collected data and generate a report titled: “Leads by Channel.”
Example #2
After determining which channel generates the most leads (e.g., Google Ads), you can drill down by selecting that channel and reviewing the number of leads produced by each ad campaign.
Example #3
After selecting the campaign that produces the most leads, you can dive deeper by analyzing the specific keywords that are driving these leads.
Sales performance report
Identifying which ads and keywords generate the most leads is useful, but does it also mean these ads and keywords contribute to your revenue?
By directing your form submissions to Sugar CRM, you can create detailed 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 Google and Facebook, you discovered that Social Paid ads yielded a higher number of leads compared to Search Paid ads.
After several weeks, analyzing which leads became paying customers revealed that the Search Paid channel generated more revenue with fewer leads than the Social Paid channel. This insight leads you to decide to increase your Search Paid budget.