When you gather leads on YouTube and pass them to Agile CRM, each lead is not associated with its respective YouTube ad. Additionally, when a lead transitions to a customer, linking them back to a particular YouTube ad remains unachievable.
Without tracking, you're unable to evaluate your YouTube ads effectiveness, so it’s unclear which ads are actually bringing in leads and customers. This results in spending on ads without fully understanding their performance.
Fortunately, there's a simple approach to trace each lead back to the specific YouTube campaign, ad group, and ad that generated it.
Let's go through each step carefully!
How to Track YouTube Ads in Agile CRM
Step 1: Add Leadsources in the head tag of your website
Leadsources makes it easy to understand where your leads originate. After adding it to your site, it tracks up to 7 data points for each lead you capture.
➡️ Sign up to Leadsources.io for free
➡️ Add the Leadsources tracking code to your site
Step 2: Add the UTM parameters to your YouTube Ads
In your ad URL, incorporate UTM parameters to capture information from YouTube ads, like campaign, ad group, and ad. Consider this example:
UTM_source=YouTubeUTM_campaign=campaign-nameUTM_term=ad-group-nameUTM_content=ad-name
This is what the final URL will look like:
https://www.yourdomain.com/?&UTM_source=youtube&UTM_campaign=campaign-name&UTM_term=ad-group-name&UTM_content=ad-namePlease note: Even without UTM parameters, Leadsources captures all lead source data for complete tracking.
Step 3: Add the hidden fields in your form
Hidden fields are fields within a form that do not appear to the user but contain data that is submitted when the form is sent.
Leadsources utilizes hidden fields to store lead source information. Upon form submission, these fields are automatically filled with data from YouTube Ads.
Step 4: Capture the YouTube Ads data in Agile CRM
As users click on your ads and enter your site, Leadsources fetches the YouTube campaign, ad group, ad data, and additional information.
Leadsources fills the hidden form fields with the YouTube ad data it has collected.
When the form is submitted, both the YouTube ad data and lead details will appear in Agile CRM (you need to connect your form to Agile CRM).
How does Leadsources work?
As soon as a visitor arrives on your site, Leadsources fetches YouTube ad data and populates it into the hidden fields of the form. After the form submission, this data, along with the lead's contact information, is sent to Agile CRM.
All the source data for each lead is tracked by Leadsources:
| Lead source data | Fetched automatically |
| Channel | ✅ |
| Source | ✅ |
| Campaign | ✅ OR use UTM_campaign |
| Content | UTM_content parameter is required |
| Term | UTM_term parameter is required |
| Landing page | ✅ |
| Landing page subfolder | ✅ |
As outlined in the table above, when UTM parameters are not possible to use—such as with organic sources like Google search or an article featuring your website—Leadsources still captures the following lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Unlike other software, Leadsources tracks lead source data across both organic and paid marketing channels.
Select a channel to find out what lead source data Leadsources adds to your form.
Performance reports: Lead, sales, and revenue by source
With YouTube Ads data in Agile CRM, performance reports such as the following can be created:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign (aka. YouTube campaign)
- Leads, sales, and revenue by term (aka. YouTube ad group)
- Leads, sales, and revenue by content (aka. YouTube ad)
With this insight, you can adjust your YouTube Ads budget to focus on the campaigns, ad groups, and ads that are most successful in driving leads, sales, and revenue.
Let’s review some of the reports you can produce!
1. Lead source reports
Create reports that show how many leads came from:
- Channel
- Source
- Campaign (aka. YouTube campaign)
- Term (aka. YouTube ad group)
- Content (aka. YouTube ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
By using this report, you can identify the channel with the highest lead generation.
Example #2: Leads by YouTube campaign
Now, you can focus specifically on a lead source (e.g., YouTube) and track the performance of each YouTube campaign in terms of lead generation.
Example #3: Leads by YouTube ad
Once you've identified the most successful YouTube campaign, you can dive deeper into which ad group or ad is behind those leads.
2. Sales and revenue source reports
With the YouTube campaign, ad group, and ad responsible for generating our leads identified, it's time to check if these leads are converting into sales and revenue.
By connecting your leads to a CRM like Agile CRM, you’ll be able to track sales and revenue from different channels, sources, YouTube campaigns, ad groups, ads, landing pages, and their respective subfolders.
By using this data, you can refine your YouTube Ads tactics to focus on the channels, sources, campaigns, ad groups, and ads that result in the highest sales and revenue.
You can generate multiple reports to measure sales and revenue, including:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g., YouTube ad group)
- Sales and revenue by content (e.g., YouTube ad)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
Example Scenario:
| Channel | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average Order Value | $150 | $100 |
| Revenue | $750 | $600 |
The "Leads by Channel" report after launching ads on YouTube and Google showed that Social Paid ads on YouTube generated more leads than the Search Paid ads on Google.
After analyzing the sales and revenue data in Agile CRM, you realized that despite fewer leads, the Search Paid channel brought in more revenue than the Social Paid channel. This insight has directed you to adjust your budget and invest more in the Search Paid channel.
