The best way to capture Facebook Ads data in Everest Forms
Learn the easiest way to capture Facebook Ads data (like the campaign, network & ad set the lead came from) in Everest Forms so you can see how many leads are coming from your Facebook Ads.
Are you struggling to track the leads generated by your Facebook Ads campaign? Knowing where your leads come from, including the specific network used, campaign, ad set, and link clicked, is crucial for optimizing your ad strategy and boosting your ROI.
Fortunately, Attributer offers a solution to this challenge. With Attributer, you can track the source of your leads, including those from Facebook Ads, using your favorite form builder. In this post, we'll show you how to use Attributer with Everest Forms to track your Facebook Ads leads.
4 simple steps to capture Facebook Ads data in Everest Forms
Capturing Facebook Ads data with each submission of your Everest Forms is simple with Attributer. Here's how it works:
1. Add UTM parameters to your Facebook Ads
To begin with, it is essential to include UTM parameters in all your current Facebook Ads.
UTM parameters refer to additional text snippets that you append to the end of the URL you intend to share with your target audience from your campaigns.
For instance, suppose you wish to redirect visitors to a page such as attributer.io/integrations/everestforms. In that case, your final URL that incorporates UTM parameters may appear as follows:
attributer.io/integrations/everest-forms?utm_medium=paidsocial&utm_source=facebook&utm_campaign=brand-campaign
Your UTM parameters should reflect the information you want to gather about your ads. If you're uncertain, here's a general best practice:
- UTM Medium: Paid social
- UTM Source: Facebook (or Instagram or the respective network)
- UTM Campaign: The campaign name
- UTM Term: The ad set name that the ad belongs to
- UTM Content: The specific ad
Incorporating UTM parameters into your URLs is easy, and there are free tools online to assist you with this task.
2. Install Attributer on your website
Attributer is a straightforward code snippet that you can integrate into your company's website.
When a visitor lands on your site, Attributer scans technical data to determine how the individual arrived at your site and identifies the source (such as Facebook Ads).
Then, when the user submits a form on your site, Attributer extracts the Facebook Ads data (gathered from the UTM parameters) and inputs it into hidden fields that you add to your form. These fields are captured by Everest Forms, along with the lead's name, email, and other information.
Adding Attributer to your website is a breeze. After signing up for a 14-day free trial, you'll receive a small code snippet that you can insert into your site. Follow the instructions provided to easily integrate the code.
3. Add hidden fields to your forms
Afterward, you'll need to create a set of hidden fields on the forms used to collect data from site visitors (such as the Contact Us or Request Quote form).
The following hidden fields are required for your forms:
- Channel Drilldown 1
- Channel Drilldown 2
- Channel Drilldown 3
- Channel Drilldown 4
- Landing Page
- Landing Page Group
Adding hidden fields to Everest Forms is a breeze. Just drag and drop a "hidden" field type onto your form.
4. Attributer writes the Facebook Ads data into the hidden fields and it’s captured by Everest Forms
When a visitor lands on your website via your Facebook Ads, Attributer captures the UTM parameters that you have assigned to your Facebook Ads and stores them in a cookie on the visitor's browser. This ensures that the UTM parameters are retained even as the visitor navigates your site.
When the visitor begins filling out a form on your website, Attributer writes the Facebook Ads data into the designated hidden fields. This information is then captured along with the visitor's name, email, and other data when they submit the form.
What you can do with the data
Once the Facebook Ads data is captured in Everest Forms, you can use either Everest Forms' built-in integrations or third-party tools like Zapier to forward the data to different platforms:
- Pass it to your CRM - When you transfer the Facebook Ads data into Salesforce, Pipedrive, Hubspot, or other CRMs, you can generate reports that offer insights into the number of leads produced by your Facebook Ads, the conversion rate of these leads into customers, total revenue generated, and more.
- Transfer it to a spreadsheet - Using Everest Forms integrations or Zapier, you can transfer the data to a Google or Excel sheet. Once the data is in the sheet, you can perform basic analysis or link an analytics tool like Google Data Studio or Microsoft Power BI to create advanced reports.
- See it in your email notifications - If your company communicates with new leads through email instead of using a CRM, you can include the Facebook Ads data in the lead notification email. This way, you can view the exact source of your leads right in your inbox.
Why use Attributer
There are other methods for capturing Facebook Ads data in Everest Forms, so why choose Attributer?
There are a few main benefits:
Captures other attribution information
In addition to tracking attribution data for leads generated by your Facebook Ads, Attributer also collects information on leads that arrive at your website through various channels, including Direct, Referral, Organic Social, or Organic Search. As a result, with Attributer integrated with Everest Forms, you can view the source of ALL your leads and customers, not just those that originated from your Facebook Ads.
Remembers the data
If a user clicks on your Facebook Ad and lands on your website's homepage and subsequently clicks on the "Get A Quote" button, they will be directed to a separate page to fill out a form. However, since the visitor is submitting the form on a different page than where they initially arrived, the UTM parameters may be lost, resulting in them not being captured in Everest Forms.
Fortunately, Attributer addresses this concern by storing the UTM parameters in a cookie within the user's browser. As a result, no matter which page the visitor uses to complete the form, the UTM parameters linked to your Facebook Ads will always be recorded in the form submission.
Cleans the data
Attributer was designed to identify discrepancies in UTM usage and accurately assign leads to the appropriate channel, ensuring that your data is always precise.
For example, suppose you utilized "utm_source=facebook" in certain campaigns and "utm_source=facebook.com" in others. Despite this disparity, Attributer would still be capable of assigning the leads to the paid social channel.
Captures landing page data
In addition to gathering Facebook Ads data, Attributer also records the landing page URL (e.g., https://attributer.io/blog/capture-utm-parameters-salesforce) and landing page group (e.g., /blog). This allows you to analyze how your content, such as blog posts, contributes to generating leads, customers, and revenue.
Wrap up
Attributer simplifies the process of obtaining UTM parameters from your Facebook Ads with every submission of your Everest Forms.
This data allows you to easily track the number of leads generated from your Facebook Ads, the specific campaigns they originate from, the most effective networks for your ads (such as Instagram or Facebook Messenger), and other relevant metrics.
Moreover, getting started with Attributer is completely free! Take advantage of the 14-day free trial today to witness how it can benefit your business.
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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.