How to track Facebook Ads in Zoho SalesIQ
Learn how to capture Facebook Ads data with each new chat in Zoho SalesIQ, so you can see how many leads & customers your ads have generated.
Running Facebook Ads can be an awesome way to get more people visiting your website, but figuring out which ads are actually turning into leads and customers isn’t always simple. Sometimes it feels like you’re just tossing money into campaigns without really knowing what’s working.
Now, imagine being able to see exactly where every lead came from, right down to the very ad they clicked on. That would be useful, right?
In this article, we’ll walk you through how to use a tool called Attributer to track your Facebook Ads data in Zoho SalesIQ and send that information to your CRM and other systems. Plus, we’ll show you a few example reports you can create to really understand which campaigns are driving results and which ones might need a rethink.
3 simple steps to track your Facebook Ads in Zoho Sales IQ
If you follow these four easy steps, you can start capturing Facebook Ads data every time someone starts a chat on your website (which means you’ll be able to see exactly how many leads are coming from your ads).
1. Add UTM parameters to your Facebook Ads
First things first, you’ll want to add UTM parameters to all of your Facebook ads. If you haven’t used them before, they’re basically little bits of text added to the end of your URLs that help analytics tools figure out exactly where a visitor came from.
For instance, if your ad was sending people to a page like attributer.io/integrations/zoho-salesiq, once you’ve added UTM parameters, the link would look something like this:
attributer.io/integrations/zoho-salesiq?utm_medium=paidsocial&utm_source=facebook&utm_campaign=brand-campaign
In general, the recommended format for Facebook Ads’ UTM parameters is as follows:
- UTM Medium = paidsocial
- UTM Source = facebook
- UTM Campaign = The name of your campaign
- UTM Term = The name of the ad set the ad belongs to
- UTM Content = The specific ad
2. Install Attributer on your website
The next step is to set up Attributer on your site.
When you sign up for the free 14 day trial, you will get a small piece of code that you need to add to your website.
The exact steps to add it will depend on the platform your site is built on, but we have created simple guides for all the popular website builders like WordPress, Wix, Squarespace, Webflow, and more. You can find them right here.
3. Facebook Ads data is captured in LiveChat
Once everything is set up, Attributer will start keeping track of where each visitor to your website comes from, including those who land on your site after clicking one of your Facebook Ads.
When someone starts a conversation through the Zoho SalesIQ chat widget, details like the campaign, ad set, and ad name will automatically be pulled in. This information will appear right in the chat window and be saved with the lead so you always know which ad brought them to your site.
What you can do with the data
Once you have your Facebook Ads data flowing into Zoho SalesIQ, there are lots of ways you can start using it to get real insights.
Here are a couple of easy ways to get started:
- Send it to your CRM - You can push the data straight into your CRM (including Zoho CRM). Once it is in there, you can use it to run reports that show how many leads came from your Facebook Ads, how many of those leads became customers, how much revenue they brought in, and more.
- Export it to a spreadsheet - Using a tool like Zapier, you can automatically send the data to Google Sheets or Excel. From there, you can sort, filter, and analyze it however you like. You can even connect it to reporting tools like Looker Studio or Power BI to build custom dashboards and reports that help you see exactly how your ads are performing.
Why use Attributer
Attributer is the best option for tracking Facebook Ads data in Zoho SalesIQ. Here are four key benefits that set it apart:
Captures other attribution information
Attributer does a lot more than just track leads from your Facebook Ads. It tracks the source of every person who starts a chat on your site.
So whether someone finds you through an organic Google search, clicks a link on social media, or simply types your website address straight into their browser, Attributer tracks where they came from and sends that info into Zoho SalesIQ. This way, you get a clear view of which channels are bringing people to your business and what is really driving your leads.
Remembers the data
When someone lands on your site, Attributer saves the UTM parameters from your Facebook Ads right in their browser.
This means they can click around your site, take their time, or even leave and come back another day, and when they eventually start a chat, all the details about where they originally came from will still be sent through to Zoho SalesIQ.
Captures landing page data
Along with tracking UTM parameters, Attributer also keeps a record of the very first page a lead visits on your site and organizes it by category.
For instance, if someone arrives on a page like https://attributer.io/blog/capture-utm-parameters-zoho-salesiq, Attributer will save the exact URL as well as the main section it belongs to, which in this case would be /blog.
This allows you to track how many leads you're generating from the content on your site (like your blog), as well as drill down and see how each individual content piece (i.e. each blog post) is performing.
3 example reports you can run to understand the performance of your Facebook Ads campaigns
When you capture Facebook Ads data with every new chat and send it over to your CRM or analytics tools, you can start building reports that show how your ads are really performing. You will be able to see which campaigns are bringing in the most leads, which ones are turning into customers, and so much more.
In my 15 years of working in marketing, I have built hundreds of reports like this. Below, I have shared some of the ones I have found to be the most useful.
1. Leads by channel
Because Attributer tracks where each and every lead comes from, you can build reports like the one above that show exactly how many leads are coming from each channel, whether that is Paid Social, Paid Search, Organic Search, or another channel.
These insights make it easy to compare the performance of your Facebook Ads to other channels. With that knowledge, you can make smarter decisions about where to spend your marketing budget, like investing more in SEO if it is bringing in more leads than your paid ads.
2. Leads by Network
When you run Facebook Ads, they usually show up in a lot of different places, not just on Facebook. Meta often spreads them across Instagram, Messenger, WhatsApp, and a few other spots.
That is why having a report like the one above is so helpful. It breaks down your leads by platform so you can see exactly which ones are delivering the best results.
With this information, you can confidently put more of your budget into the platforms that are performing well and bring in more leads without wasting money on the ones that are not working.
3. Leads by campaign
Have you ever wondered which of your Facebook Ad campaigns are actually bringing in leads? This report makes it crystal clear by showing how many leads each campaign generates month after month.
Instead of relying on surface level numbers like clicks or website visits, you will be able to see which campaigns are truly driving results for your business.
Wrap up
If you’ve been trying to figure out exactly how many leads and customers are coming from your Facebook Ads, using Attributer with Zoho SalesIQ could be just what you need.
Attributer automatically passes through details like the campaign, ad set, and ad name whenever someone starts a chat through your Zoho SalesIQ widget. From there, you can send that data to your CRM or reporting tools and use it to run reports that show which ads are truly delivering results.
The best part is that it is free to get started and usually takes less than 10 minutes to set up. Start your 14 day trial today and see how Attributer can help you make smarter decisions about where to focus your marketing.
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About the Author
Aaron Beashel is the founder of Attributer and has over 15 years of experience in marketing & analytics. He is a recognized expert in the subject and has written articles for leading websites such as Hubspot, Zapier, Search Engine Journal, Buffer, Unbounce & more. Learn more about Aaron here.