You gather leads from YouTube and transfer them into Creatio CRM, yet there’s no method to associate each lead with a unique YouTube ad. When these leads become customers, the initial YouTube ad remains untraceable.
This inability to track prevents you from assessing your YouTube ads effectiveness, making it challenging to see which ads bring in leads and customers. Consequently, you invest in ads without clarity on their success.
Fortunately, there's an effective way to link each lead to the precise YouTube campaign, ad group, and ad that attracted it.
Let's go over each step, one by one!
How to Track YouTube Ads in Creatio CRM
Step 1: Add Leadsources in the head tag of your website
Leadsources helps you track where your leads originate. Place it on your website, and it records up to 7 data points for each lead.
➡️ 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
To capture YouTube ad information, add UTM parameters to your ad URL to track campaign, ad group, and ad. Here’s how:
UTM_source=YouTubeUTM_campaign=campaign-nameUTM_term=ad-group-nameUTM_content=ad-name
The completed URL at the end should look like this:
https://www.yourdomain.com/?&UTM_source=youtube&UTM_campaign=campaign-name&UTM_term=ad-group-name&UTM_content=ad-nameNote: Leadsources captures lead source information, even in the absence of UTM parameters, for comprehensive tracking.
Step 3: Add the hidden fields in your form
Hidden fields are parts of a form that are not visible to the user, but they store important information that is submitted with the form.
Leadsources saves the lead source data in hidden fields. When a lead submits the form, these fields are automatically filled with YouTube Ads data.
Step 4: Capture the YouTube Ads data in Creatio CRM
Leadsources fetches YouTube campaign, ad group, and ad data as soon as users click on your ads and reach your website.
Leadsources populates the hidden fields on your form with the relevant YouTube ad data.
When the form is submitted, you will see the YouTube ad data and the lead details in Creatio CRM (a Creatio CRM connection is required).
How does Leadsources work?
Each time a visitor arrives at your site, Leadsources fetches YouTube ad data and populates it into your form's hidden fields. After submission, this data and the lead’s name and email are forwarded to Creatio CRM.
Leadsources automatically logs all source data for each lead generated:
| 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 indicated in the table above, when UTM parameters are not applicable—like for organic sources such as Google search or when your website is referenced in an article—Leadsources will still track the following lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Leadsources provides comprehensive lead source tracking across both organic and paid marketing channels, unlike other tools.
Choose a marketing channel to see the lead source data that Leadsources automatically places into your form.
Performance reports: Lead, sales, and revenue by source
Tracking YouTube Ads data within Creatio CRM enables the creation of performance reports, such as:
- 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)
By using this information, you can adjust your YouTube Ads budget to optimize for the campaigns, ad groups, and ads that generate the most leads, sales, and revenue.
Let’s see some of the performance reports you can generate!
1. Lead source reports
Create performance reports that track lead generation 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
This report shows which channel is producing the most qualified leads.
Example #2: Leads by YouTube campaign
This lets you target a specific lead source (e.g., YouTube) and track how many leads each campaign is producing.
Example #3: Leads by YouTube ad
Once you identify the YouTube campaign driving the most leads, you can explore which specific ad group or ad is making the impact.
2. Sales and revenue source reports
With our YouTube campaign, ad group, and ad generating the leads, the next task is to check if these leads are converting into sales and revenue.
Connect your leads to a CRM such as Creatio CRM to track sales and revenue from different sources, including YouTube campaigns, ad groups, ads, landing pages, and subfolders.
With these insights, you can adjust your YouTube Ads tactics to concentrate on the channels, sources, campaigns, ad groups, and ads that lead to the highest sales and revenue.
A variety of reports related to sales and revenue can be created, such as:
- 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, following the launch of ads on YouTube and Google, showed that YouTube (Social Paid) generated more leads than Google (Search Paid) ads.
When analyzing the sales and revenue data in Creatio CRM, you found that the Search Paid channel outperformed the Social Paid channel in terms of revenue, despite fewer leads. You adjusted your budget accordingly to focus more on the Search Paid channel.
