How to use UTMs in Salesforce parent campaigns?
By tracking UTMs and passing them through to Salesforce Campaigns via fields on the Campaign Member object we can leverage them to see which marketing tactics is the one that converted them to download our content. This eliminates the need for all those Child Campaigns and leaving us with just one Parent Campaign.
Why do you need UTM tracking?
There is an old Peter Drucker quote – "what gets measured gets managed" – that is more applicable than ever to modern agencies. Unless you can measure the impact of your marketing, you can neither improve it nor use it as proof of your work. This is where UTM tracking comes into play.
How to track sources of UTM traffic?
However, by using UTM parameters, you can track sources with more precision. UTM tracking is especially helpful to understand your referral and direct traffic in Google Analytics. In Google Analytics, you can navigate to Acqusition --> All Traffic --> Referrals to see which sites generated traffic.
What is UTM in Google Analytics?
UTM stands for " Urchin Traffic Monitor ". This name comes from Urchin Tracker, a web analytics software that served as the base for Google Analytics. A UTM code looks something like this: The part in red starting after '?' is the UTM code. As you might have guessed, this particular code tracks who sent the traffic to the page (i.e. the source ).
How do I track Utms in Salesforce?
To bring UTM fields to Salesforce, you need to do three things:Add new fields to Salesforce that will store these UTM fields.Add these fields to your Web-to-Lead forms (and make them hidden).Add some JavaScript code to your page. This code will grab the UTM parameters and put them in the hidden fields.
Can UTM links track sales?
Unless you tag the links in your emails with UTM parameters, Google Analytics will most likely classify the traffic as 'direct traffic' — the black hole of lost traffic acquisition data. With the right UTM tagging, you can know exactly which links in the email brought in visitors, and ultimately sales.
What is UTM in Salesforce?
The UTM parameters, which are appended to the URL, identify the marketing campaign that refers traffic to your website. Important Only the Campaign Source, Campaign Medium, Campaign Name, sfmc_activityID, and Campaign ID parameters are tracked for SMS activities.
How do I track my UTM link?
Once you add the UTM code to your campaign's URL, you can track the performance in Google Analytics in a few different reports.Create a custom report under "Customization" > "Custom Reports". ... Go to Acquisition → Overview → All Traffic → Source/Medium to view traffic.More items...•
What do you use UTMs for?
UTM codes are specifically used for tracking data on traffic coming to your website or landing page from external sources (like your social profiles). For links within your website (say, between blog posts), UTM parameters actually confuse Google Analytics and can create tracking errors.
What does UTM tracking allow you to measure?
Successful marketers use many tools to track and measure the effectiveness of their digital marketing campaigns, including Urchin Tracking Module (UTM) codes, which are snippets of code attached to the end of a URL. UTM codes are also used to pinpoint specific sources of traffic to a website.
How do I add a UTM parameter in Salesforce?
4 steps for capturing UTM parameters in SalesforceAdd UTM variables to your ads. ... Add hidden fields to your forms. ... Attributer automatically completes the hidden fields with UTM data. ... UTM parameters are passed into Salesforce.
What is UTM in marketing cloud?
The Google Analytics integration with Marketing Cloud tracks certain UTM parameters. The UTM parameters, which are appended to the URL, identify the marketing campaign that refers traffic to your website.
What is campaign source?
Campaign Source is usually the search engine or platform that you're running the ads on (Google, Bing, Facebook, Twitter, Website, etc.) Campaign Medium is used to state the type of advertising campaign that's using the URL (PPC, email, etc.) Campaign Name is the field used to insert the name of your campaign.
Can UTM track clicks?
Most marketers use UTMs to track traffic sources. How do UTMs work? UTMs use a small snippet of code that provides specific information about a link. Depending on the UTM you use, it might track which campaign a click came from or how many people clicked a link in your email.
What is UTM and GTM?
Adding UTM tags to your URL will allow you to track those metrics in your Google Analytics account regardless if it is set up using Google Tag Manager or not. GTM does not provide any analytics. It can be used to deploy Google Analytics tracking, but using a UTM tag does not rely on GTM in any way.
What are the 5 UTM parameters?
There are five standard parameters.UTM Medium: Think of this as a channel. ... UTM Source: The individual site within that channel. ... UTM Campaign: The specific campaign that you're running. ... UTM Content: This is an optional field. ... UTM Term: Marketers rarely use this field these days.
What are UTM Parameters?
UTM Parameters, otherwise known as Google’s Urchin Tracking Module, allows marketers to track and measure the success of various dimensions of their online marketing campaigns. Let’s say you have a whitepaper on your website that you want to promote via various channels across the web.
Why track UTM Parameters in Salesforce?
If you are familiar with UTM Parameters already, you know that Google Analytics offers very rich reporting on conversion tracking.
The Definitive Guide to Tracking UTM Parameters in Salesforce
Download this guide to get all of the best practices for measuring the success of your marketing campaigns using UTM parameters inside Salesforce.
Reporting on Campaigns using UTMs
Now that everything “behind the scenes” is set up and working, you can start to build reports in Salesforce that will show how your marketing tactics (aka channels) are performing against your campaigns.
Next steps
As mentioned earlier, before diving straight in with field creation you should discuss this approach with all the appropriate stakeholders in your business, not only to get their buy-in, but to firstly confirm that this is needed.
Refreshed and republished on September 10, 2021
This post was originally published on February 2, 2021. After this post was published, Salesforce released the ability to check if a field has been changed. Previously, the solution was to clear out the UTM field values after the flow ran. The new solution is to use the is changed feature instead of clearing out field values.
The Concept
If a lead or a contact’s fields for UTM Source, UTM Medium and UTM Campaign have a value, run a Salesforce Flow to create a record in a custom object. The process will run again whenever the UTM information is updated.
Planning
In order for this approach to work, there are 2 things you need to plan for:
Create the Flow for Leads
Navigate to the Flow builder and create a new Flow. Select Record-Triggered Flow as your Flow type.
Create the flow for contacts
To create the flow for contacts, click save as on the lead flow and select save as new flow.
Creating reports
You can create reports by using one of the predefined UTM report types. The report type “UTM Touchpoints” will allow you to pull a report of ALL UTM touchpoints for both leads and contacts.
