You capture leads on YouTube and transfer them into Sage CRM, although it’s not possible to assign each lead to a specific YouTube ad. The same issue arises when leads transition into customers connecting them back to a YouTube ad isn’t feasible.
This lack of tracking means you can’t measure the success of your YouTube ads, making it hard to see which ads generate leads and customers. Consequently, you allocate budget across ads without knowing their real impact.
Luckily, there’s a simple way to connect each lead with the exact YouTube campaign, ad group, and ad that attracted it.
Let’s break it down into steps!
How to Track YouTube Ads in Sage CRM
Step 1: Add Leadsources in the head tag of your website
Leadsources makes lead source tracking easy. Once it’s on your website, it records up to 7 pieces of information for each lead’s origin.
➡️ 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
Use UTM parameters in your ad URL to track YouTube ad data, such as campaign, ad group, and ad details. Here’s an example:
UTM_source=YouTubeUTM_campaign=campaign-nameUTM_term=ad-group-nameUTM_content=ad-name
The final URL should look like this:
https://www.yourdomain.com/?&UTM_source=youtube&UTM_campaign=campaign-name&UTM_term=ad-group-name&UTM_content=ad-nameImportant: Leadsources tracks every lead’s source, even without UTM parameters, ensuring complete tracking.
Step 3: Add the hidden fields in your form
These hidden fields assist as form elements that store data out of the user’s view but are submitted along with the form.
Leadsources captures lead source data in hidden fields. Upon form submission, these fields are automatically filled with YouTube Ads data.
Step 4: Capture the YouTube Ads data in Sage CRM
When users arrive at your site after clicking your ads, Leadsources fetches the YouTube campaign, ad group, ad data, and more.
This YouTube ad data is automatically placed into the hidden fields of your form by Leadsources.
After the form is submitted, you can access both the YouTube ad data and lead details in Sage CRM (you need to integrate your form with Sage CRM).
How does Leadsources work?
As soon as a user arrives at your site, Leadsources fetches YouTube ad data and populates it into the hidden fields of your form. After submission, this data, along with the lead’s information, is sent to Sage CRM.
Leadsources stores all the source data for every lead in your system:
| 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 described in the table above, when UTM parameters are not used—like for organic sources such as Google search or when your website is published in an article—Leadsources will continue to capture the following lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Leadsources offers complete tracking by monitoring lead sources across both organic and paid marketing channels.
Select a channel to see which lead source information is added to your form by Leadsources.
Performance reports: Lead, sales, and revenue by source
By monitoring YouTube Ads data through Sage CRM, you can create reports analyzing performance, like:
- 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 allows you to optimize your YouTube Ads investments by shifting your budget to the campaigns, ad groups, and ads that yield the best results in leads, sales, and revenue.
Take a look at the types of reports you can create!
1. Lead source reports
Produce reports that display 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
With this report, you can evaluate which channel is responsible for generating the most leads.
Example #2: Leads by YouTube campaign
Now, you can focus on a specific lead source (e.g., YouTube) and track the number of leads brought in by every YouTube campaign.
Example #3: Leads by YouTube ad
Once you identify the YouTube campaign that generates the most leads, you can explore which ad group or ad is behind those results.
2. Sales and revenue source reports
Now that we’ve identified which YouTube campaign, ad group, and ad produce our leads, we must assess whether these leads are converting into sales and revenue.
For accurate tracking, link your leads to a CRM like Sage CRM. This lets you see the sales and revenue generated by different marketing channels, sources, YouTube campaigns, ad groups, ads, landing pages, and subfolders.
This data helps you reshape your YouTube Ads strategy by focusing on the channels, sources, campaigns, ad groups, and ads that yield the greatest sales and revenue.
You can generate different reports that give insights into sales and revenue, 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 |
Following the ad launch on Google and YouTube, the first “Leads by Channel” report revealed that YouTube’s Social Paid ads were more successful at generating leads than Google’s Search Paid ads.
After analyzing your sales and revenue data in Sage CRM, you discovered that the Search Paid channel brought in more revenue with fewer leads than the Social Paid channel. As a result, you reallocated your budget, directing more funds to the Search Paid channel.