Help centre / Grow & automate

Lead sources and campaign tracking

See which sources and campaigns bring clients who actually pay.

Available on Pro and Agency

What it is

When someone arrives on a link with utm_source or utm_campaign and later enquires, books or orders, the source is saved on their contact for good. Insights → Lead sources follows it through deals, proposals, invoices and payments.

When to use it

  • Deciding where to spend on marketing.
  • Comparing campaigns.

How to do it

  1. Add tags to links you share, e.g. ?utm_source=instagram&utm_campaign=spring.
  2. Open Insights → Lead sources and choose By source or By campaign.
  3. Choose Add marketing spend to record what each source cost — losing sources show in red.

Good to know

  • A visitor is remembered for 90 days, and the first source is never overwritten.
  • Contacts added before tracking started group by how they were entered.

Still stuck? Read troubleshooting, or sign in and open Help & support.