You acquire leads from YouTube and direct them into Insightly, however it’s impossible to connect each lead to an individual YouTube ad. Similarly, when leads turn into customers, identifying the originating YouTube ad is not achievable.
This gap in tracking makes it impossible to measure your YouTube ads performance, so you can't see which ads are truly generating leads and customers. As a result, you spend on various ads without understanding their impact.
Luckily, there’s a quick way to match each lead with the specific YouTube campaign, ad group, and ad that led to its creation.
Let’s break it down, step by step!
How to Track YouTube Ads in Insightly
Step 1: Add Leadsources in the head tag of your website
Leadsources is a tool that helps track lead sources. Once installed on your website, it gathers up to 7 types of source data for every 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
Add UTM parameters to your ad URL to collect YouTube ad details, including campaign, ad group, and ad specifics. The following is an example:
UTM_source=YouTubeUTM_campaign=campaign-nameUTM_term=ad-group-nameUTM_content=ad-name
The final link will look like this:
https://www.yourdomain.com/?&UTM_source=youtube&UTM_campaign=campaign-name&UTM_term=ad-group-name&UTM_content=ad-nameNote: With or without UTM parameters, Leadsources ensures comprehensive tracking by capturing all lead source data.
Step 3: Add the hidden fields in your form
A hidden field is an invisible form element that stores information which is sent along with the form.
The lead source data is kept in hidden fields by Leadsources. When the lead submits the form, these fields are filled automatically with YouTube Ads data.
Step 4: Capture the YouTube Ads data in Insightly
When users click your ads and arrive at your site, Leadsources fetches YouTube campaign, ad group, ad data, and much more.
The YouTube ad data is subsequently placed into the hidden fields of your form by Leadsources.
After submitting the form, you can view the YouTube ad data and the lead details in Insightly (ensure your form is linked to Insightly).
How does Leadsources work?
Whenever a user lands on your website, Leadsources fetches YouTube ad data and populates it into the hidden fields on your form. Upon submission, this data, as well as the lead’s name and email, is transferred to Insightly.
Leadsources automatically gathers all lead source data for every lead it tracks:
| 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 detailed in the table above, when UTM parameters aren’t applicable—like with organic sources such as Google search or your website being featured in an article—Leadsources will still capture the following lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Leadsources differentiates itself by tracking lead sources across all marketing channels, both paid and organic.
Choose a channel to explore the lead source data that Leadsources embeds into your form.
Performance reports: Lead, sales, and revenue by source
Tracking YouTube Ads data within Insightly enables you to generate performance reports, including:
- 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)
This helps you readjust your YouTube Ads budget by directing more resources to the campaigns, ad groups, and ads that generate the greatest leads, sales, and revenue.
Check out some of the reports you can generate!
1. Lead source reports
Generate reports that illustrate the number of leads sourced 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 helps you identify the channel that delivers the most leads.
Example #2: Leads by YouTube campaign
With this, you can focus on a specific lead source (e.g., YouTube) and track the lead count for each individual YouTube campaign.
Example #3: Leads by YouTube ad
After discovering which YouTube campaign generates the most leads, you can analyze the specific ad group or ad that contributes to that success.
2. Sales and revenue source reports
After discovering which YouTube campaign, ad group, and ad are producing our leads, we must now figure out whether these leads are resulting in sales and revenue.
To make this process efficient, connect your leads to a CRM like Insightly. With this connection, you can track sales and revenue from a variety of channels, sources, YouTube campaigns, ad groups, ads, landing pages, and subfolders.
This data helps you adjust your YouTube Ads strategy, highlighting the channels, sources, campaigns, ad groups, and ads that bring in the most sales and revenue.
It's possible to create different sales and revenue reports, 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 |
After launching the ads on both Google and YouTube, the first "Leads by Channel" report indicated that YouTube (Social Paid) generated a higher number of leads compared to Google’s Search Paid ads.
When reviewing the sales and revenue data in Insightly, you discovered that the Search Paid channel generated more revenue with fewer leads compared to the Social Paid channel. As a result, you decided to shift your budget to the Search Paid channel.
