# How to track leads from an Affiliate Campaign

> Lead tracking is a crucial aspect of any successful affiliate marketing campaign. By automating the process of tracking leads from forms, surveys, and…

- Source: https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-track-leads-from-an-affiliate-campaign
- Section: Marketing / Affiliate Campaigns
- Reading time: 3 min
- Images: 5, each explained below

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Lead tracking is a crucial aspect of any successful affiliate marketing campaign. By automating the process of tracking leads from forms, surveys, and calendars, you can efficiently manage your affiliates and ensure they are properly rewarded for their efforts. This guide will walk you through the simple steps to start tracking leads within your affiliate campaigns using forms, surveys, and calendars.

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**TABLE OF CONTENTS**

-   [Step-by-Step Guide: Track Leads in Affiliate Campaigns](#step-by-step-guide-track-leads-in-affiliate-campaigns)
    -   [Step 1: Navigate to the Affiliate Campaign Page](#step-1-navigate-to-the-affiliate-campaign-page)
    -   [Step 2: Click on Add](#step-2-click-on-add)
    -   [Step 3: Choose Sources](#step-3-choose-sources)
    -   [Step 4: Select Source Details](#step-4-select-source-details)
    -   [Step 5: Review Default Affiliate Campaign URL](#step-5-review-default-affiliate-campaign-url)
    -   [Step 6: Enable Pay Per Lead (Optional)](#step-6-enable-pay-per-lead-optional)
    -   [Step 7: Optional Steps](#step-7-optional-steps)
    -   [Step 8: Publish the Campaign](#step-8-publish-the-campaign)
    -   [Step 9: Track Leads](#step-9-track-leads)
-   [Important Notes for Effective Lead Tracking](#important-notes-for-effective-lead-tracking)
-   [Conclusion: Optimize Your Lead Tracking for Better Campaign Results](#conclusion-optimize-your-lead-tracking-for-better-campaign-results)

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## **Step-by-Step Guide: Track Leads in Affiliate Campaigns**

### **Step 1: Navigate to the Affiliate Campaign Page**

To get started, go to the **Affiliate Manager** under the Marketing tab. From there, click on the **Campaign Page** to manage your campaigns.

### **Step 2: Click on Add**

Once you’re on the Campaign Page, click the **‘Add’** button to create a new campaign for lead tracking.

![Step 2: Click on Add (image 1 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033783420/original/OJJxADubEl5Wm2ZheJMKTdXQhASzjw7X2g.jpeg)

**Step 2: Click on Add (image 1 of 5)**

This screenshot appears in the "Step 2: Click on Add" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: Once you’re on the Campaign Page, click the ‘Add’ button to create a new campaign for lead tracking. Immediately after, the guide continues: Select Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly.
- What to click: Once you’re on the Campaign Page, click the ‘Add’ button to create a new campaign for lead tracking.
- Controls: ‘Add’
- Next: Select Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly.

### **Step 3: Choose Sources**

Select **Forms**, **Surveys**, or **Calendars** as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly.

![Step 3: Choose Sources (image 2 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033783421/original/HGm1Q1kW6UY5XM4U6AnVuaDetBVjsne1qg.jpeg)

**Step 3: Choose Sources (image 2 of 5)**

This screenshot appears in the "Step 3: Choose Sources" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: Select Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly. Immediately after, the guide continues: Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.
- What to choose: Select Forms, Surveys, or Calendars as the source for your campaign. These sources allow you to track leads generated through your affiliate's efforts seamlessly.
- Controls: Forms, Surveys, Calendars
- Next: Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.

### **Step 4: Select Source Details**

Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.

![Step 4: Select Source Details (image 3 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033783419/original/xYJCHZRkvozpHlWIWkBRlcnYP18hSsC5Dg.jpeg)

**Step 4: Select Source Details (image 3 of 5)**

This screenshot appears in the "Step 4: Select Source Details" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track. Immediately after, the guide continues: Take a moment to review the default affiliate campaign URL generated for your campaign.
- What to choose: Use the dropdown menu to specify the details of your selected source, whether it's a specific form, survey, or calendar you want to track.
- Next: Take a moment to review the default affiliate campaign URL generated for your campaign.

### **Step 5: Review Default Affiliate Campaign URL**

Take a moment to review the **default affiliate campaign URL** generated for your campaign.

_**Please Note:**_ 
If no branded domain is added to the account, the affiliate campaign URL will default to the system domain. Users can add their own **branded domain** by navigating to **Settings > Business Profile > Branded Domain**. Once the branded domain is added, all affiliate campaign URLs will automatically update.

### **Step 6: Enable Pay Per Lead (Optional)**

If you want to reward your affiliates for every lead they generate, enable the **Pay Per Lead** option in the Commissions tab. For more details on how to enable Pay Per Lead, [learn more here](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-and-pay-affiliates-for-generating-leads).

### **Step 7: Optional Steps**

You can further customize the campaign by adding campaign descriptions, assigning affiliates, and adjusting any additional settings as needed.

![Step 7: Optional Steps (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033783417/original/ZTRR-lA0FNUA2GYiIXqj6gCJkqdx2A-T2w.jpeg)

**Step 7: Optional Steps (image 4 of 5)**

This screenshot appears in the "Step 7: Optional Steps" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: You can further customize the campaign by adding campaign descriptions, assigning affiliates, and adjusting any additional settings as needed. Immediately after, the guide continues: Once you’ve reviewed and finalized all your settings, hit the ‘Publish’ button to make the campaign live.
- What this covers: You can further customize the campaign by adding campaign descriptions, assigning affiliates, and adjusting any additional settings as needed.
- Next: Once you’ve reviewed and finalized all your settings, hit the ‘Publish’ button to make the campaign live.

### **Step 8: Publish the Campaign**

Once you’ve reviewed and finalized all your settings, hit the **‘Publish’** button to make the campaign live.

### **Step 9: Track Leads**

After the campaign goes live, leads will be automatically tracked under each affiliate's profile page. Navigate to the **Leads tab** to view the leads coming from forms, surveys, or calendars. You can use the **Source field** to identify the origin of each lead.

![Step 9: Track Leads (image 5 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033783418/original/tScA8p17VPCMhgpVjAROIzSw3l8eKJaxBw.jpeg)

**Step 9: Track Leads (image 5 of 5)**

This screenshot appears in the "Step 9: Track Leads" section of "How to track leads from an Affiliate Campaign". The text alongside this image reads: After the campaign goes live, leads will be automatically tracked under each affiliate's profile page. Navigate to the Leads tab to view the leads coming from forms, surveys, or calendars. You can use the Source field to identify the origin of each lead. Immediately after, the guide continues: Custom Embed/Iframes Are Not Supported: Lead tracking will only work if forms, surveys, or calendars are added as components inside a funnel or webpage. Ensure these components are properly integrated into the funnel before using it as a….
- What this covers: After the campaign goes live, leads will be automatically tracked under each affiliate's profile page. Navigate to the Leads tab to view the leads coming from forms, surveys, or calendars. You can use the Source field to identify the origin of each lead.
- Controls: Leads tab, Source field
- Next: Custom Embed/Iframes Are Not Supported: Lead tracking will only work if forms, surveys, or calendars are added as components inside a funnel or webpage. Ensure these components are properly integrated into the funnel before using it as a source in your affiliate campaign. Branded Domain Requirement: If you want your affiliate URLs to reflect your branded domain, you must add a branded domain in Settings > Business Profile > Branded Domain.

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## **Important Notes for Effective Lead Tracking**

-   **Custom Embed/Iframes Are Not Supported:** Lead tracking will only work if forms, surveys, or calendars are added as components inside a funnel or webpage. Ensure these components are properly integrated into the funnel before using it as a source in your affiliate campaign.
-   **Branded Domain Requirement:** If you want your affiliate URLs to reflect your branded domain, you must add a branded domain in **Settings > Business Profile > Branded Domain**.

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## **Conclusion: Optimize Your Lead Tracking for Better Campaign Results**

By following these steps, you’ll be able to seamlessly track leads from forms, surveys, and calendars in your affiliate campaigns. Automating this process not only saves time but also ensures that affiliates are accurately rewarded for their lead-generation efforts. With proper lead tracking in place, you’ll have more control over your affiliate campaigns, leading to better performance and results.

Make sure to implement these best practices in your next campaign and watch how automating lead tracking helps scale your affiliate efforts efficiently!

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## **What's Next:**

-   [How to create an Affiliate Campaign](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-create-an-affiliate-campaign)
-   [How to Set Up Multi-Tier Commissions](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-multi-tier-commissions)
-   [How to Set Up and Pay Affiliates for Generating Leads](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-and-pay-affiliates-for-generating-leads)
-   [FAQs for Affiliate Campaigns](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/faqs-for-affiliate-campaigns)

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