The best way to track the source of your leads in Zoho Forms
Learn how to track the source of leads in Zoho Forms so you can what campaigns & channels are generating your leads
Tools like Google Analytics are a great way to see where your website visitors are coming from.
But that's not enough. To truly understand what marketing channels & campaigns are working, you need to be able to track how many leads you're getting from each of them.
In this article, we'll show you how to use a tool called Attributer to track the source of all your leads in Zoho Forms and send that information to your CRM and other tools, so you can see which channels & campaigns are actually generating leads for your business.
3 steps to track the source of leads in Zoho Forms
Track the source of your leads in Zoho Forms by following these 3 steps:
1. Install Attributer and add hidden fields
When you sign up for a 14-day free trial of Attributer, you'll get given a snippet of code to add to your website (instructions here).
After you've added the code, the next step is to add a series of hidden fields to your forms, including:
- Channel
- Channel Drilldown 1
- Channel Drilldown 2
- Channel Drilldown 3
- Channel Drilldown 4
Adding hidden fields to Zoho Forms is quite straightforward and full step-by-step instructions (with lots of screenshots) can be seen here.
2. Attributer writes the lead source data into the hidden fields
With the code on your site, Attributer will begin tracking where your website visitors are coming from.
Then, when a visitor submits one of the Zoho Forms on your website, Attributer will write that information on where they came from (I.e. Paid Search, Paid Social, Organic Search, etc) into the hidden fields.
3. Lead source data is captured in Zoho Forms
When the visitors submits the form on your website, the lead source data is captured along with the lead's name, email, etc.
From here, you can do a number of different things:
- View it in the Entries section: You can see the lead source data for every lead in the Entries section of Zoho Forms.
- Include it in notification emails: You can include the lead source data in the new lead notifications email that Zoho Forms sends.
- Send it to your CRM: You can send the lead source data into Zoho CRM (and other CRM's) and use it to run reports that show how many leads you're getting from different sources.
What lead source data gets captured in Zoho Forms?
Attributer will pass through the following information with each submission of your Zoho Forms:
1. Marketing channel data
Attributer will pass through information on what channel a lead arrived at your website from.
To show you what we mean, let's imagine you're a marketer at Zoho and you're running Google Ads to promote Zoho Forms.
If someone clicked one of your Google Ads and completing a form on your site, the following information would get passed through (depending on what UTM parameters you placed behind your ads):
- Channel: Paid Search
- Channel Drilldown 1: Google
- Channel Drilldown 2: Brand Campaign (or the specific campaign name)
- Channel Drilldown 3: Zoho Forms (or whatever keyword you bid on)
Alternatively, if a lead arrives through an organic Google search, the following information would be captured:
- Channel: Organic Search
- Channel Drilldown 1: Google
- Channel Drilldown 2: www.google.com (or the specific Google domain they came from)
- Channel Drilldown 3: Zoho Forms (or the keyword used to find your site, if available)
2. Landing page data
Attributer also passes through the initial landing page (e.g., zoho.com/blog/best-form-builder) and the landing page group (e.g., /blog).
This allows you to see how many leads you are getting from certain types of content on your site (like your blog for instance) as well as drill down into which blog posts are generating the most leads.
3 example reports you can run when you track the source of your leads in Zoho Forms
When you track the source of your leads in Zoho Forms and send that data to Zoho CRM or a reporting tool, you can run reports like the following:
1. Leads by channel
The above report shows how many leads you get each month broken down by the channel they came from.
It gives you a nice, high-level overview of where your leads are coming from and can help you understand where you should be investing more of your time and budget.
For instance, if you see that most of your leads are coming from Organic Search (like in the graph above) but you're spending most of your budget on Paid Search, then it might be time to rethink that strategy.
2. Leads by Google Ads campaign
The above report shows how many leads you're getting from the various Google Ads campaigns you have running, and is a great way to see which campaigns are actually generating leads for your business.
For instance, if you see that one campaign is generating most of your leads (like the Music Purchasing campaign in the example graph above) then it could be moving more budget into that one to maximise the amount of leads you get.
3. Leads by social network
This report tells you how many leads you received each month from Organic Social, broken down by the network they came from.
If you're spending precious time and effort posting to multiple social networks, then it can help you understand which ones are actually working to generate leads and which ones you could probably deprioritize.
Wrap up
Google Analytics is a great tool for understanding where your website visitors are coming from, but it can't tell you which of those are actually converting into leads, customers & revenue.
Fortunately, Attributer can help.
It will pass through lead source information on every lead that completes your Zoho Forms, and can ultimately help you understand which of your marketing initiatives (Google Ads, Facebook Ads, etc) are actually generating leads for your business.
Best of all, it's free to get started and usually takes less than 10 minutes to set up, so start your 14-day free trial today and try it out!
Get Started For Free
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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.