If you’re running marketing campaigns across different channels, you probably use UTM parameters to track where your leads are coming from.
But capturing that UTM information inside Less Annoying CRM isn’t straightforward out of the box.
In this guide, we’ll walk you through how to track UTM parameters in Less Annoying CRM and see which channels and campaigns are actually bringing in leads
4 Easy Steps to Track UTM Parameters in
Less Annoying CRM
Here are 4 simple steps to capture UTM parameters in Less Annoying CRM:
1. Set Up SourceLoop.ai on Your Website
First, you’ll need to install SourceLoop.ai to collect UTM data from your website visitors.
Here’s what to do:
- Go to SourceLoop.ai and sign up for a free account.
- Copy the tracking code they give you.
- Paste that code into the
<head>section of your website.
Once that’s done, SourceLoop will start collecting UTM data every time someone visits your site from a UTM tagged link.
Example:
Let’s say you run a firm that offers bookkeeping and tax filing services for small businesses.
https://accurateledgers.com/book-a-call?utm_source=google&utm_medium=cpc&utm_campaign=q2_tax_consulting
When someone clicks the ad and lands on your site, SourceLoop capture the following information:
- Channel: Paid Search
- Channel Drilldown 1: Google
- Channel Drilldown 2: CPC
- Channel Drilldown 3: q2_tax_consulting
- Landing Page: https://accurateledgers.com/book-a-call
- Last Seen: May 09, 2025
2. Use UTM Tags on Your Marketing Links
Next, make sure every marketing link you share online has UTM parameters attached. That’s what allows SourceLoop.ai to recognize how a lead found your website.
Without UTM:
https://accurateledgers.com/services
With UTM:
https://accurateledgers.com/services?utm_source=linkedin&utm_medium=organic&utm_campaign=may_tax_alert
You can add UTM tags using a free UTM builder like Google’s URL Builder.
3. Add Hidden Fields to Your Lead Form
Once someone lands on your website and fills out a lead form or book a meeting, you would want to capture the UTM data along with their info.
To do this, add a few hidden fields to your forms.
These fields aren’t visible to users, but SourceLoop fills them automatically when a form is submitted.
Here are the recommended fields:
| Hidden Field | What It Tracks |
|---|---|
channel | Type of traffic (e.g., Paid Search) |
channeldrilldown1 | Source (e.g., Google, LinkedIn) |
channeldrilldown2 | Campaign name |
channeldrilldown3 | Ad group or keyword (optional) |
landingpage | URL of the page they landed on |
landingpagefolder | Section of your site (e.g., /pricing) |
lastseen | Date and time of their visit |
Optional: Capture First-Touch Attribution Data
In B2B services like accounting, clients may visit your site multiple times before they reach out.
SourceLoop.ai also captures and stores the UTM parameters from a user’s very first visit to your website.
Here are a few additional hidden fields that you can add to capture their first-visit data.
| Hidden Field | What It Tracks |
|---|---|
first_channel | Original traffic type |
first_channeldrilldown1 | Original source (e.g., LinkedIn, Email) |
first_channeldrilldown2 | First campaign they interacted with |
first_channeldrilldown3 | Initial keyword or ad group (if available) |
first_landingpage | The first page they ever visited |
first_landingpagefolder | The folder or section they entered from |
firstseen | The original date of their first visit |
4. Push UTM Data into Less Annoying CRM Automatically
Now, whenever a user submits a lead form or books a meeting, their UTM data will be captured automatically.
When you view the form submission or meeting booking details, you’ll see the UTM information alongside the lead’s contact details, such as their name and email.
You can easily sync this data with your CRM, allowing the UTM information to be stored directly within each contact’s profile.
What You Can Do With UTM Data in CRM?
Once the UTM tracking in Less Annoying CRM is in place, you can:
- Know where leads came from
- Know if a lead came from a Facebook ad, a Google search, your newsletter, or a partner referral—no more guessing.
- Compare performance across channels
- Spot which channels bring in quality leads and which don’t. For example: “Leads from Google Ads booked 3X more calls than those from LinkedIn.”
- See which campaigns drive the most revenue
- Connect new sales or clients to specific campaigns, so you know what’s actually driving results.
- Track first-touch and last-touch
- See both the first time someone visited your site and what brought them back to convert—helpful for long sales cycles.
- Give your sales team close more deal
- (So they can personalize their follow-up based on how the lead came in)
- Make better marketing decisions
- Put more budget into campaigns that work. Cut out what doesn’t. Use data to guide—not guess—your next move.
