The best way to track Facebook Ads in Nimble CRM
Track how many leads, opportunities & customers you're getting from your Facebook Ads by following these 4 simple steps.
Do you know how many Leads, Opportunities, and Customers your Facebook Ads are creating?
If not, you could be losing big opportunities that can grow your business. If your Facebook Ads are producing customers at a positive ROI and you have no idea about it, you’re likely missing out on a chance to scale customer acquisition.
On the flip side, if your Facebook Ads are not generating customers at a positive ROI and you don’t know it you could be wasting precious marketing resources that could work better elsewhere.
Good thing there is a solution.
In this post, you’ll learn how to use Attributer to track the performance of your Facebook Ads in Nimble CRM.
What is Attributer?
Attributer is a small piece of code that you install on your business’s website.
Every time a visitor arrives on your site, Attributer goes through a couple of bits of technical information on how that visitor got there and then uses this to establish the origins of that visitor.
Attributer then sorts the visitor according to a set of marketing channels (like Paid Social, Organic Social, Paid Search, etc.), and keeps this data in a cookie in the user’s browser.
Once a visitor completes a form on your site, Attributer sends the attribution data to the hidden fields in your forms, which is then sent straight to whatever backend tool you have connected to your form. This includes Nimble CRM as well as any email marketing tools, billing platforms, analytics tools, etc. you have connected.
This data can then be used to build reports that provide answers to questions like:
- How many leads did I get from my Facebook Ads? How does that compare to other channels (like Google Ads, SEO, etc.)?
- How many Opportunities have been generated through my Facebook Ads? Which campaigns are generating the most opportunities?
- How many Closed Won Deals/Customers have been generated from my Facebook Ads? What’s the close rate of Opportunities from Facebook Ads vs. other sources?
- How much revenue has been generated from our Facebook Ads? What’s the ROI (Ad Spend vs. Revenue Generated)
4 simple steps to track your Facebook Ads in Nimble CRM
Setting up everything to track your Facebook Ads in Nimble CRM using Attributer is easy. Here’s how:
1. Install Attributer on your website
Once you’re done signing up for Attributer’s 14-day free trial, a snippet of code will be provided to you to install on your website. Details on how to install this can be found here. Generally speaking though, you can add the code directly to your site (typically through the Settings section) or use tools like Google Tag Manager.
When the code is active on your site, you can add a series of hidden fields to the forms. These hidden fields are:
- Channel
- Channel Drilldown 1
- Channel Drilldown 2
- Channel Drilldown 3
- Channel Drilldown 4
The majority of form-building tools make adding hidden fields easy (including the likes of Gravity Forms, Typeform, Jotform, etc).
You can drag and drop a ‘Hidden’ field type to the form or turn a standard form field into a hidden one via the settings. Guides on how to do this in all the major form builders can be seen here.
2. Add UTM parameters to your Facebook Ads
Once Attributer is up and running on your site, you can start adding UTM parameters to your Facebook Ads campaigns.
If the term 'UTM parameters' is new to you, they’re basically extra bits of text that you add at the end of the URL that you send to people from your campaigns.
For example, the page you want to send someone is attributer.io/integrations/nimble-crm, then the final URL with UTM parameters may look like this:
attributer.io/integrations/nimble-crm?utm_medium=paidsocial&utm_source=facebook&utm_campaign=brand-campaign
Even though you can add the UTM parameters however you want, the general best practice for Facebook Ads is something like this:
- UTM Medium = Paid social
- 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
Adding UTM parameters to your URLs is simple, and there are free tools you can utilize online to help you build them.
3. Attributer writes the Facebook Ads data into the hidden fields on your form
Whenever a visitor lands on your site from your Facebook Ads, Attributer captures the UTM parameters and stores them in a cookie in the visitor’s browser, so they won’t be forgotten as the visitor browses around your website.
Then when they complete a form on your site (like your ‘Contact Us’ or Request A Quote’ form), Attributer will place the Facebook Ads data in the hidden fields on the form, which will be captured along with the lead’s name, email, etc., upon the submission of the form.
To demonstrate, let’s pretend I’m a marketer at Nimble and run ads to promote the Nimble CRM. When a person clicks on one of my Facebook Ads, looks around the site, and then submits a form to request a demo, Attributer puts the following data in the hidden fields (depending on the UTM parameters used behind the ad):
- Channel = Paid Social
- Channel Drilldown 1 = Facebook
- Channel Drilldown 2 = Brand Campaign
- Channel Drilldown 3 = North America Ad Group
- Channel Drilldown 4 = Green Ad
Aside from capturing the channel data (which is taken from the UTM parameters you place behind your ads), Attributer also captures and sends data on the visitor’s landing page (i.e., nimble.com/features/contact-management) and the landing page group (i.e., /features).
4. Facebook Ads data is sent into Nimble CRM
At last, all the Facebook Ads data derived from the UTM parameters are sent into Nimble CRM with the lead's name, email, phone, etc.
When the data is inside Nimble CRM, you can build reports based on them using the Nimble's built-in reporting tools or if you have a BI tool like Tableau and Power BI, you can run more advanced reports there.
Why use Attributer?
Other ways for passing Facebook Ads into Nimble CRM are available, but why choose Attributer?
Because of these few main benefits:
- Captures other attribution data - In addition to capturing the lead’s source from your Facebook Ads, Attributer also captures data on leads that arrive at your site from other channels like Direct, Referral, Organic Social, or Organic Search. This way, you’ll be able to determine ALL your leads and customers’ origins, not just those from your Facebook Ads.
- Remembers data - Compared to most other tools, Attributer can keep the UTM parameters in a cookie in the user’s browser. This means that no matter which page the user completes a form on, the UTM parameters will always be sent through, and you’ll get more accurate data on the number of leads and customers you get from your Facebook Ads.
- Cleans the data - Built to expect UTM usage inconsistencies, such as using utm_source=facebook in some campaigns and utm_source=facebook.com in others, Attributer can assign leads to the correct channel no matter the discrepancies. In this instance, Attributer will assign the lead to Paid Social. This makes sure that you have more accurate data.
- Captures landing page data - Besides capturing Facebook Ads data, Attributer also captures the landing page URL (e.g., https://attributer.io/blog/capture-utm-parameters-salesforce) and landing page group (e.g., /blog). This will let you monitor your content’s (i.e., your blog) performance.
Example reports you can run
Doing the steps above and choosing Attributer to capture Facebook Ads data in Nimble CRM will let you build reports similar to the following:
1. Leads by channel
Since the source of all your leads is captured by Attributer, you can build reports like the one above that display the number of leads broken down by channel.
This type of report can help you determine the performance of your Facebook Ads compared to your other channels, which can stir you in the right direction when making more strategic decisions on where to spend your marketing resources best.
2. Customers by campaign
This report provides data on the number of new customers generated by month from your Facebook Ads, broken down by the campaign they came from.
This data can be beneficial in knowing which of your campaigns is performing best when it comes to producing customers—in turn, helping you understand where to invest your resources.
3. Revenue by campaign
This report shows the total revenue generated per month broken down by the campaign the customer came from.
This information can help you know the overall ROI of your Facebook Ads. For example, the graph above states that $65,000 in new revenue was made from Facebook Ads in August. If you put out money less than this on Facebook ads and associated agencies, creative, etc., then it’s worth continuing because it’s a positive ROI.
Moreover, you can break this down by the individual campaign to find out which ones are worth investing in more and which ones might need stopping.
Wrap up
If you need to track how many leads & customers you get from Facebook Ads in Nimble CRM, then Attributer is an excellent solution.
It will capture the UTM parameters you have behind your Facebook Ad campaigns and send them to Nimble CRM, where you can run reports that help you know which campaign and ad set your leads and customers have come from.
Aside from this, Attributer will also give you data on leads from other channels. This way, you can determine the source of ALL your leads, not just those from your Facebook Ads. In the end, all the information provided by Attributer can help you know where to best invest to grow your business.
Have we mentioned that Attributer costs nothing to get started? What are you waiting for? Begin your free trial today and see what Attributer can do for you and your company.
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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.