Tracking Leads from YouTube Ads in Close CRM

YouTube Ads offer an excellent avenue for generating leads and customers for your business. However, the challenge lies in tracking these conversions accurately.

While standard analytics tools like Google Analytics can inform you about the number of site visitors from your ads, they fall short in revealing the number of actual leads and customers obtained.

Fortunately, by integrating Close CRM with Attribution, you can access this crucial information. This article will guide you on how it works.

Four Simple Steps to Track YouTube Ads in Close CRM

Tracking your YouTube Ads becomes straightforward with Close and Attribution. Here’s a step-by-step guide:

Step 1: Incorporate UTM Parameters into Your Ads

Begin by adding UTM parameters to your YouTube Ads.

UTM parameters are small pieces of text appended to the URLs you use in your ads.

They help analytics tools like Attribution understand how users are reaching your site.

Although you can customize UTM parameters, here’s a recommended format for YouTube Ads:

• UTM Medium = paidsocial
• UTM Source = youtube
• UTM Campaign = [your campaign name]
• UTM Term = [your ad name]

Adding UTM parameters to your YouTube Ads is straightforward, and numerous resources are available to assist you with the process.

Step 2: Install Attribution and Add Hidden Fields to Your Forms

The next step involves setting up the Attribution code on your website. Once you start your free trial, you’ll receive the code.

Attribution is compatible with major website-building platforms, including WordPress, Wix, Webflow, and Squarespace. To learn how to install the code on your chosen platform, refer to our detailed guides.

After installing the code, add hidden fields to your lead capture forms—these are the forms on your site designed to collect visitor information.

Here are the hidden fields you need to include:

• Channel
• Channel Drilldown 1
• Channel Drilldown 2
• Channel Drilldown 3
• Landing Page
• Landing Page Group

Adding hidden fields using popular form-building tools like Gravity Forms, Typeform, and Jotform is generally simple. If you need additional guidance, more information is available here.

Step 3: Attribution Logs YouTube Ads Data into the Hidden Fields

With everything set up, Attribution will start tracking the origins of your site visitors, including those from your YouTube Ads.

When a user completes a form on your website, Attribution automatically populates the hidden form fields with attribution data.

For example, if a lead arrives at your site via one of your YouTube Ads, Attribution will fill the hidden fields as follows:

• Channel = Paid Social
• Channel Drilldown 1 = YouTube
• Channel Drilldown 2 = Brand campaign
• Channel Drilldown 3 = Free account ad

The attribution data will vary based on the details you provide in your UTM parameters.

Step 4: Send YouTube Ads Data to Close CRM

What is Attribution and Why Use It?

Attribution is a small piece of code you place on your website. It tracks the origins of your leads and automatically categorizes them into channels (similar to those seen on other analytics platforms, like Paid Social, Paid Search, Organic Search, etc.).

Attribution stores the data in a cookie in the visitor’s browser, ensuring the data isn’t lost even if they navigate away and return later.

When they complete a form on your site, Attribution writes the data into hidden fields and sends it to Close CRM.

Here are a few reasons why Attribution is the top choice for tracking YouTube Ads:

• Comprehensive Marketing Attribution: Attribution captures information on all leads visiting your site, not just those from YouTube Ads. This allows you to track leads from Google Ads, Facebook Ads, SEO efforts, and more.

• Data Retention: Attribution stores UTM parameters in a cookie, ensuring they are retained even if the visitor browses other pages or leaves and returns before submitting a form.

• Data Cleaning: Attribution categorizes your leads correctly, even if there are slight variations in UTM parameters (e.g., different capitalizations).

• Landing PageInsights: Unlike other tracking tools, Attribution captures the user’s initial landing page and its group, offering insights into how many leads and customers originate from your site’s content (e.g., blog posts).

Three Example Reports You Can Run When Tracking YouTube Ads in Close CRM

By capturing YouTube Ads data in Close CRM and syncing it with your CRM (like Salesforce), you can generate insightful reports.

1. Leads by Channel

Attribution captures information on all your leads, not just those from YouTube Ads. This allows you to run reports showing the number of leads generated from each channel monthly.

From these insights, you can identify which channels are effective and adjust your marketing strategy accordingly. For example, if YouTube Ads are outperforming paid search ads, you might allocate more budget to YouTube.

2. Customers by Campaign

This report provides a monthly breakdown of the number of customers acquired from each campaign.

If you’re running multiple YouTube Ads across different campaigns, this report shows which ones resonate with your audience and convert the most customers.

3. Ad-Level Revenue Attribution

With this report, you can quickly assess the revenue generated by each ad.

Use these insights to make informed decisions about ad spend, such as which ads to invest in further and which to pause.

Get Started with Attribution and Close CRM

If you’re seeking a way to track the leads and customers generated by your YouTube Ads, using Attribution with Close CRM offers an effective solution.

By capturing UTM parameters from your YouTube Ads and passing them into Close CRM with each new lead, you can generate reports showing the number of leads and customers acquired from your YouTube Ads.

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