For marketers aiming to scale their business, understanding which marketing channels, campaigns, and content drive the source of leads and source of customers is essential.
Pinpointing which strategies deliver positive ROI allows you to focus resources on what works best.
Without this data, you risk wasting time and budget on underperforming channels, missing opportunities to maximize revenue.
As Warren Buffett wisely said, “When it’s raining gold, put out the bucket, not the thimble.”
In marketing, capturing the source of customers is like reaching for that bucket.
By tracking every lead and opportunity in your CRM, you can generate actionable reports to identify high-performing channels and double down on them.
In this guide, we’ll show you how to capture UTM parameters in Insightly using our SaaS tool, Attributer, enabling you to trackYouTube Ads and other marketing data in your CRM or analytics tools for smarter decision-making.
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Four Simple Steps to Capture UTM Parameters in Insightly
With Attributer, UTM parameter tracking in Insightly is straightforward.
Follow these four steps to capture the source of leads from your marketing efforts:
1. Embed UTM Parameters in Your Marketing Campaigns
To track where your leads originate, start by adding UTM parameters to all your marketing campaign URLs, including YouTube Ads, social media posts, paid ads (Google, Bing, Facebook, Instagram), influencer campaigns, and more. These text snippets allow Attributer to capture UTM parameters and send them to Insightly.
For example, if your campaign directs users to attributer.ai/integrations/insightly, the URL with UTM parameters might look like this:
attributer.ai/integrations/insightly?utm_medium=paidsocial&utm_source=youtube&utm_campaign=brand-promo
You can customize your UTM values, but for consistency, we recommend:
- UTMMedium: paidsocial
- UTMSource: youtube
- UTM Campaign: [Your campaign name]
- UTM Term: [Your ad name]
Ensure UTM parameters are added to all inbound links, including social media bios and blog promotions, to comprehensively track the source of customers.
2. Add Hidden Fields to Your Website Forms
Next, incorporate hidden fields into your website’s lead capture forms—such as “Contact Us” or “Request a Demo” forms—to store attribution data. These hidden fields are invisible to users but allow Attributer to capture and store UTM parameters. Add the following hidden fields:
- Channel
- Channel Drilldown 1
- Channel Drilldown 2
- Channel Drilldown 3
- Landing Page
- Landing Page Group
Adding hidden fields is simple with form builders like Gravity Forms, Typeform, or Jotform. Most offer point-and-click interfaces to include these fields. For detailed instructions tailored to your form builder, refer to Attributer’s documentation.
3. Attributer Populates Hidden Fields with UTM Data
Once set up, Attributer automatically captures incoming traffic data, including UTM parameters, and populates the hidden fields in your forms.
For example, consider a software company running a YouTube Ad for an email finder tool.
A user searches “linkedin email finder,” clicks the ad, and submits a form for a demo.
Attributer might fill the hidden fields as follows:
- Channel: Paid Search
- Channel Drilldown 1: Google
- Channel Drilldown 2: Email-Finder Campaign
- Channel Drilldown 3: LinkedIn Email Finder Ad
- Landing Page: https://linkedcrm.ai/email-finder-linkedin-new
- Landing Page Group: /features
This ensures you track both the source of leads and the specific landing pages driving conversions.
4.Send UTM Data to Insightly
When a visitor submits a form, the UTM parameters and other attribution data are captured and sent to Insightly alongside personal details like name and email.
You can then use Insightly’s reporting tools to analyze which channels and campaigns drive your source of customers.
Alternatively, integrate Insightly with analytics platforms like Salesforce or other CRMs via tools like Zapier to create advanced reports and dashboards.
What is Attributer?
Attributer is a powerful tool designed to capture UTM parameters and other tracking data, seamlessly sending it to Insightly for comprehensive lead attribution. Here’s how it works:
When you add Attributer’s code to your website, it monitors incoming visitors, analyzing technical data like device type, HTTP referrer, and UTM parameters.
It categorizes visitors into channels (e.g., Paid Search, Paid Social, Organic Search) and stores this data in a browser cookie.
When a visitor submits a form, Attributer populates the hidden fields with attribution data, ensuring it’s sent to Insightly alongside user-provided details.
Why Attributer Outshines Other UTM Tracking Tools
While several tools can capture UTM parameters in Insightly, Attributer offers unique advantages:
- Captures All Traffic:
Unlike other tools that only track leads with UTM parameters, Attributer captures data for all website visitors, including those from organic channels like Organic Social, Organic Search, Direct, or Referrals. This ensures every lead in Insightly has accurate attribution data.
- Persistent Data Storage:
Many tools require UTM parameters to be present on the form submission page, which can lead to data loss if a visitor navigates to another page (e.g., from a homepage to a “Contact Us” page). Attributer stores UTM parameters in a browser cookie, ensuring the original data is captured regardless of where the form is submitted.
- Cleaner Data:
Raw UTM data can be messy due to inconsistent naming (e.g., “LinkedIn.com” vs. “linkedin” vs. “li”). Attributer standardizes and categorizes data, grouping variations into a single channel (e.g., Paid Social), making reports more accurate and actionable.
- Landing PageInsights:
Attributer captures the initial landing page (e.g., example.com/blog/utm-tracking) and its group (e.g., /blog), allowing you to analyze which content or website sections (like blogs or product pages) drive the most source of leads.
Wrap Up
Attributer goes beyond simply capturing UTM parameters in Insightly.
It provides comprehensive, accurate tracking data for all your website visitors, enabling you to track the source of customers across YouTube Ads, social media, paid search, and more.
By integrating with Insightly or other CRMs like Salesforce, you can generate powerful reports to optimize your marketing strategy and boost ROI.
Ready to take control of your marketing data?
Sign up for Attributer’s 14-day free trial today and start tracking your source of leads in just 10 minutes!
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