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Lead source tracking for a small business, without spyware

How to know which ads, pages and referrals bring customers, using campaign parameters carried to the form or message that creates a lead, without tracking people who never get in touch.

Sohail Safdar · · 2 min read

You can track where your leads come from without following every visitor around the web. Tag the links in your ads and posts with campaign parameters, carry those parameters to the form, chat or booking that creates the lead, and record them on the lead. Then count leads and customers by source. You learn which marketing works, and nothing is recorded about people who never contact you.

The basic method

  1. Tag your links. Add campaign parameters (usually called UTM parameters) to every link you control: ?utm_source=google&utm_medium=cpc&utm_campaign=spring-cleaning.
  2. Carry them to the conversion. When a visitor submits a form, starts a chat or books, send the parameters along with it.
  3. Record them on the lead. Source, medium and campaign become part of the lead's record.
  4. Count by source. Leads, booked appointments and paying customers, per campaign.

First touch and last touch

Some customers visit twice: once from an ad, later from a Google search. First-touch attribution credits the ad; last-touch credits the search. Both are true answers to different questions, so look at them side by side rather than choosing one forever.

What to tag

What you will not know

Visitors who browsed and left. Customers who clear cookies between visits. People who heard about you from a friend and typed your name. That is the price of not tracking everyone, and it is worth stating on your reports rather than hiding.

Ask as well

For phone and walk-in customers, ask "how did you hear about us?" at booking and record the answer as the source. It is imperfect and still useful.

Frequently asked questions

Do I need a cookie banner for this?

It depends on what you store and where your visitors are. Parameters kept only until the visitor submits a form are a much smaller footprint than third-party tracking. Check your privacy policy and local rules.

How long should campaign parameters be kept in the browser?

Long enough to cover a typical decision period, commonly a few weeks. State it on your privacy page.

What if a lead has no source?

Record it as "direct or unknown". A large unknown share usually means untagged links.

What Frontiva does here

Frontiva's analytics carry the campaign parameters a visitor arrived with to the submission that creates the contact, report first-touch and last-touch attribution, and record nothing about anyone who does not get in touch. Marketing spend turns it into cost per enquiry and per customer. See speed to lead statistics.

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