You rely on Zoho Forms to capture leads from YouTube, but you can't identify which ad generated a specific lead. Similarly, once a lead converts, you lose insight into the ad that drove the conversion.
Without the ability to track, measuring the performance of your YouTube ads and identifying successful ones is nearly impossible. This can cause overspending on ineffective advertisements.
Luckily, you can easily identify the YouTube campaign, ad group, and ad that contributed to generating each lead.
Let’s approach this in a step-by-step manner!
How to track YouTube Ads in Zoho Forms
Step 1: Add Leadsources in the head tag of your website
Leadsources is an efficient way to trace lead sources. After being added to your website, it records up to 7 details about the source of 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
Include UTM tags in your ad URL to monitor YouTube ad performance, such as the campaign, ad group, and ad. Follow this setup example:
UTM_source=youtube
UTM_campaign=campaign-name
UTM_term=ad-group-name
UTM_content=ad-name
This is the format your final URL should follow:
https://www.yourdomain.com?UTM_source=youtube&UTM_campaign=campaign-name&UTM_term=ad-group-name&UTM_content=ad-name
Key detail: Leadsources captures all lead source data, providing comprehensive tracking for every channel—even without UTM parameters.
Step 3: Add the hidden fields in Zoho Forms
Hidden fields are used in forms to carry data that is not visible to users, but it gets submitted along with the rest of the form data.
When a user submits your Zoho Forms, Leadsources automatically populates the hidden fields with data from your YouTube ads. As a result, the YouTube ads data is stored directly in your Zoho Forms once the form is submitted.
Step 4: Capture the YouTube Ads data in Zoho Forms
When users interact with your ads and come to your website, Leadsources automatically collects the YouTube campaign, ad group, ad data (and more).
Leadsources automatically populates the YouTube ads data into the hidden fields of Zoho Forms, as demonstrated in the examples.
Once the form is submitted, the YouTube ad data and lead information will be displayed directly in Zoho Forms.
How does Leadsources work?
When someone visits your website, Leadsources pulls YouTube Ads data and stores it in the hidden fields of your form. Once the form is submitted, this data and lead details such as name and email are sent to Zoho Forms.
Leadsources tracks the complete source data for every lead:
Lead source data | Fetched automatically |
Channel | ✅ |
Source | ✅ |
Campaign | ✅ OR use UTM_campaign for paid ads |
Content | UTM_content parameter is required |
Term | UTM_term parameter is required |
Landing page | ✅ |
Landing page subfolder | ✅ |
As illustrated in the table above, when UTM parameters are not provided—like with organic sources such as Google search or referrals—Leadsources still tracks some lead source data:
- Channel
- Source
- Campaign
Content(UTM parameter required)Term(UTM parameter required)- Landing page
- Landing page subfolder
Leadsources tracks lead sources across all marketing channels, whether paid or organic, unlike other tools.
Choose a channel to review the lead source data that Leadsources embeds in your form.
Performance reports: Lead, sales, and revenue by source
By integrating YouTube Ads data in Zoho Forms, you can produce reports that measure performance, 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)
This enables you to readjust your YouTube budget according to the campaigns, ad groups, and ads that generate the best results in terms of leads, sales, and revenue.
Let’s review the types of reports you can create!
1. Lead source reports
Create performance reports that track the leads generated by:
- 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 makes it clear which channel is bringing in the most leads.
Example #2: Leads by YouTube campaign
You can concentrate on a particular lead source (e.g., YouTube) and assess the lead generation results of each YouTube campaign.
Example #3: Leads by YouTube ad
After identifying the YouTube campaign with the highest lead generation, you can investigate which ad group or ad is contributing the most.
2. Sales and revenue source reports
Now that we understand which YouTube campaign, ad group, and ad are creating leads, we should focus on whether these leads are turning into sales and contributing to our revenue.
To analyze sales and revenue, send your leads to a CRM like GoHighLevel. This will enable tracking from all channels, sources, YouTube data (campaigns, ad groups, ads), and landing pages, including their subfolders.
With these insights, you can optimize your YouTube ad strategy to focus on the channels, sources, campaigns, ad groups, and ads that yield the best sales and revenue results.
You can compile different sales and revenue reports, such as:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign (aka. YouTube campaign)
- Sales and revenue by term (aka. YouTube ad group)
- Sales and revenue by content (aka. 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 running ads on Google (Search Paid) and YouTube (Social Paid), the first "Leads by Channel" report revealed YouTube ads generating more leads than Google Search ads.
Upon analyzing the sales and revenue reports in your CRM, you discovered that the Search Paid channel was driving higher revenue with fewer leads than the Social Paid channel. Based on this insight, you decided to adjust your budget accordingly.