how-to-track-a-lead-source-in-wordpress

How to Track a Lead Source in WordPress (2 Easy Ways)

Do you want to track a lead source in WordPress?

Keeping track of a lead source helps you understand which website source is fetching more traffic and generating new leads for your site.

In this article, we’ll show you the best way to track a lead source in WordPress so you can focus on the source that is more profitable for your business.

Before we proceed, let’s first understand what lead source tracking is and why you should track the lead source.

What Is Lead Source Tracking?

Lead source tracking is a process of monitoring the sources/leads that bring traffic and convert prospects into customers on your website.

In simple terms, it’s a tracking process that helps you identify leads for your website.

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So, now that you know what lead source tracking is, let’s talk about why you should do it.

Why Should You Track Lead Sources?

Tracking a lead source is important because it helps you track where exactly your buyers are coming from, how they find your site on the web, and which sources they are using to reach your website.

Based on the lead sources’ data, you can improve your brand marketing. You’ll know exactly which sources are most valuable and which area you should focus on more. In addition, it allows you to understand user behavior and gives you a clear idea of how your visitors are interacting with your website.

Lead source tracking helps you to find out:

  1. Which marketing campaign is performing well.
  2. How many lead sources are coming directly from organic searches.
  3. Which social media channel to focus on.
  4. Which referral sites are fetching more traffic.

How to Track a Lead Source in WordPress

You can track a lead source by adding a tracking code to your site and configuring a Goal in Google Analytics. One of the major drawbacks of this process is that you have to set goals for every form and campaign. This is not only a tedious process but also requires a bit of technical knowledge.

Hence we’re going to use WPForms and MonsterInsights for the process. Using these plugins, you can easily track leads on your website without touching a single piece of code.

We’ll see 2 of the easiest methods to track a lead source. Here’s a table of contents to skip to your preferred method:

Method 1: Use the WPForms Plugin

  1. Install and Activate WPForms
  2. Install and Activate the User Journey Addon
  3. View User Journey Report to Track Lead Sources

Method 2: Use the MonsterInsights Plugin

  1. Install and Activate MonsterInsights
  2. Set up the MonsterInsights Plugin
  3. Install and Activate the Forms Addon
  4. View MonsterInsights Reports

Method 1: Use the WPForms Plugin

In this method, we’re going to use WPForms’ powerful User Journey addon.

The User Journey addon helps you track your web form leads. It enables you to check how your visitors interact with your web forms, how many people fill out your forms, and which form they engaged with the most.

This is how a User Journey report looks like in your WordPress dashboard.

overview of user journey report

Let’s see how you can use this addon to track the lead source.

Step 1: Install and Activate WPForms

Before we start, make sure you’ve installed and activated the WPForms plugin on your WordPress site.

If you face difficulty in the plugin installation process, check out this step-by-step guide on how to install a plugin in WordPress.

Step 2: Install and Activate the User Journey Addon

Once you’ve installed and activated the WPForms plugin, you’ll be able to install and activate the User Journey addon.

Note: User Journey Addon is included in a WPForms pro version; make sure to verify your license before installing the addon.

Now to install the addon, go to your WordPress dashboard and click on WPForms » Addons.

addons option of WPForms

In the search bar, type User Journey addon and press it on to Activate.

activate user journey addon

Need more help with this step? Check out our guide on how to install and activate the User Journey addon.

Step 3: View Report to Track Lead Sources

Once you’ve activated the addon, you can check your user journey report.

To view the report on your dashboard, go to the WPForms and click Entries. Here you can see the list of forms you’ve created with WPForms. Click on the name of the Form to see more details.

total form entries to track lead sources

On the next page, you’ll see the list of users who submitted the form. Now to view the user’s journey details, click the View button on the right.

single user's journey details in wpforms

Once you’ve opened the user’s details, scroll down the page until you see the User Journey section.

In the User Journey section, you check every single step a user took before submitting the form. It shows you a referral source, which pages the user’s viewed, the date, time, and how much time the user spent on each page of your website.

user journey complete report

Also, you can view the visited page by clicking the Open Window in a New Tab icon.

more details of user's journey

Moreover, you can view the URL parameters by clicking the little Info icon.

track complete path of leads

This is how you can analyze which of your web forms are performing well and converting leads on your website.

Method 2: Use the MonsterInsights Plugin

In this method, we’re going to use the MonsterInsights and its Forms addon to track lead sources.

MonsterInsights is the best analytics plugin for WordPress. It makes it easy to embed Google Analytics on WordPress websites without editing code and asking developers for help.

One of the benefits of using MonsterInsights is that you can see all your website analytics data on your WordPress dashboard. All analytical data in one place. So easy and convenient!

It doesn’t matter if you’re not an analytics expert; MonsterInsights breaks the Google Analytics complex data into interactive reports that are easy to understand.

monsterinsights report overview

MonsterInsights comes with a Forms addon that allows you to track your form views and conversions without adding any code.

Step 1: Install and Active the MonsterInsights Plugin

To get started, first, you need to install and activate the MonsterInsights plugin on your WordPress website.

You can begin by purchasing the MonsterInsights plugin. Once you complete the purchase, log into your MonsterInsights account.

login to monsterinsights account

Next, click on the Download MonsterInsights button to download the plugin’s zip file.

download monsterinsights

Now, head over to your WordPress website, Go to the dashboard, click Plugins >> Add New.

add new plugin

Click on the Upload Plugin button.

upload plugin

Choose your zip file, click the Install Now button.

install monsterinsights

After the installation process completes, click on the Activate Plugin button.

activate monsterinsights

Great job on activating the MonsterInsights plugin, let’s go ahead and set it up now.

Step 2: Set up the MonsterInsights Plugin

As soon as you click on the activate button, the MonsterInsights Setup Wizard page will open. Next, click on the Launch the Wizard button.

launch monsterinsights wizard

The wizard setup process is pretty easy, and you just need to follow the instructions.

First, you need to choose the category that best describes your website. Once done, click the Save and Continue button.

monsterinsights wizard setup step 1

Now in the second step of wizard setup, you need to add your License Key and connect your Analytics account with your WordPress website. To get your license key, go back to your MonsterInsights account. Under the Downloads tab of your account, you’ll find your license key.

Copy the key, paste it into the License Key field and click Connect MonsterInsights button.

connect monsterinsights to website

Now you need to choose a Google account to connect to your MonsterInsights account, make sure to select the account that you used to set up your Google Analytics account.

choose google account

Now, you need to give access to MonsterInsights to do a few things with your Google Analytics. Click on the Allow button to continue.

allow monsterinsights

In the next step, you need to choose your profile. If you have multiple websites connected to your Google Analytics account. Make sure to select the right one and click on the Complete Connection button.

complete monsterinsights setup

Now the Recommended Settings page will open. Here you’ll have some settings based on your configuration. Configure these recommended settings as per your preference and click on the Save and Continue button.

save monsterinsights settings

In the next step, MonsterInsights will show you Recommended Addons.

choose monsterinsights addons

Step 3: Install and Activate the Forms Addon

MonsterInsights cuts all the tedious work by allowing you to track form conversions within your WordPress websites only. All you need to do is install and activate the Forms addons to check your form conversion data.

Click on the Install Addon button.

install monsterinsights froms addon

Once the Form addon is activated, click the Save and continue button.

activate monsterinsights form addon

Awesome, you’re all set. Finish Setup and exit wizard.

save and exit monsterinsights wizard

next, we’ll show you how to view the report.

Step 4: View MonsterInsights Reports

To see your form conversions, click Insights » Reports. in your WordPress dashboard.

monsterinsights reports

Click the Forms tab to see your site’s form conversion report.

monsterinsights forms tab

Here you’ll see the complete forms report including impressions, conversions, and conversion rate for each form. If you want, you can also export all form data to PDF.

monsterinsights forms report to track lead sources

This report will tell you how many people view your form and how many submitted it.

Next Step: Track Your Website Traffic

And that’s it; now, you can easily track lead sources in your WordPress website.

Once you track your form conversions, do check out these best tips to improve contact form conversions.

Next, we recommend you read our article on how to track the website traffic of a WordPress site.

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