Tracking UTM parameters in Salesforce Web-to-Lead Forms
- Step 1 – Add new fields to Salesforce. First, you need to add five new custom fields to Salesforce: UTM Source, UTM...
- Step 2 – Add new fields to the forms. In step 1, you created custom fields to store UTM parameters in Salesforce. Now...
- Step 3 – Populate hidden fields with values (using JavaScript). You can put...
- 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.
How to add UTM parameters to hidden fields in Salesforce?
This code will grab the UTM parameters and put them in the hidden fields. First, you need to add five new custom fields to Salesforce: UTM Source, UTM Medium, UTM Term, UTM Campaign, UTM Content. The JavaScript code in step 3 will fill in these fields with the appropriate values.
How do I track UTM parameters in a map?
Many MAPs do not allow for direct access to custom Campaign Member fields. In order to track UTM parameters in these environments, you can write the data directly to Lead/Contact fields.
How do I create a UTM form in Salesforce?
To do this, go to Salesforce – Setup – Web-to-Lead, and click “Create Web-to-Lead Form”: Find the UTM fields you just created in the “Available fields” section.
How do I add UTM fields to my Web-to-lead form?
In step 1, you created custom fields to store UTM parameters in Salesforce. Now we’re going to add the same fields to your Web-to-Lead forms. To do this, go to Salesforce – Setup – Web-to-Lead, and click “Create Web-to-Lead Form”: Find the UTM fields you just created in the “Available fields” section.
How do I track my UTM?
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...•
How do you use UTM parameters to track everything?
You can create UTMs using the Google UTM generator, then paste the links into your social media posts.Head to the Google Analytics Campaign URL builder.Enter the URL of the page you want to link to, then enter the values for the parameters you want to track.
What is UTM parameters 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 you analyze UTM data?
To access this data in Google Analytics, choose Acquisition > Campaigns > All Campaigns. After you set up UTM links, you can track your campaign traffic inside Google Analytics. You'll see the campaign names for all of the special UTM links you've created for various ads.
How do I pass UTM parameters from one page to another?
Answer:Grab the UTM or any other query parameter you need from the landing pages using URL variable or custom JavaScript in Google Tag Manager.Store these variables in first-party cookies or local storage, again using Google Tag Manager, built-in variables it custom JavaScript code\More items...•
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 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.
How do I know if UTM parameters are working?
3. How do I make sure that UTM codes are working properly? To test your UTM parameters, enter the tagged URL into your browser and see what happens. During HTTP to HTTPS redirect, UTM parameters are not passed in this case.
How do I make a tracking link?
0:484:45Creating & Using Tracking URLs - HubSpot - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor this tracking Road a track mural has to have a campaign associated with it you cannot create aMoreFor this tracking Road a track mural has to have a campaign associated with it you cannot create a tracking URL without a campaign.
How do I create a tracking code?
How to Build UTM Codes in HubSpotNavigate to your Analytics Tools. ... Open the Tracking URL Builder. ... Open the Tracking URL form to create a new UTM code. ... Fill in each attribute of your UTM code and click "Create." ... Use the shortened link in your marketing campaign.Measure your success.
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.
4 steps for capturing UTM parameters in Salesforce
Using Attributer to capture UTM parameters in Salesforce is easy. Here's how to do it in 4 easy steps:
What is Attributer?
Now that you know the 4 steps to getting UTM parameters into Salesforce using Attributer, you might want to know a bit more about what it is.
Why using Attributer is better than capturing raw UTM parameters
There are other tools on the market that will simply capture raw UTM parameters and pass them into Salesforce as is.
Wrap up
If you're wanting to capture UTM parameters in Salesforce, then Attributer is a great solution.
How to track UTM Parameters in Salesforce
How you pull this data into Salesforce will depend on how the data is being pushed to your Marketing Automation platform (MAP).
Direct to Campaign Member
Some MAPs, such as Eloqua, will allow you to post data from a form fill to a custom data object and have that custom data object integrate with the Campaign Member object in Salesforce.
Gaps with these Native Methods
The standard ROI, Campaign Influence, and Opportunity reports available in Salesforce leave marketers with a few key data gaps:
How Full Circle Customers Track UTM Parameters in Salesforce
Using Full Circle Response Management, marketers can resolve the data gaps the native methods have. Specifically, with Response Management UTM Parameter data can live at the Campaign Member level regardless of whether the MAP your team uses has the ability to write to custom Campaign Member fields.
Multi-Touch Attribution
Full Circle’s weighted attribution models allow marketers to distribute the revenue for an Opportunity across all the relevant Campaign touches (whether related to Contacts on the Opportunity or Contacts at the Account the Opportunity is associated with).
Data Overwrites
Through the synchronization method described above, there is no risk of losing data on all the Campaign touches your Leads/Contacts are engaging with. Each and every touch and related UTM Parameters will be tracked to the Campaign Member.
Process Misalignment
Response Management can require sales reps to always create an Opportunity off of a Contact.
Conclusion
Utilizing and tracking UTM Parameters in Salesforce is essential for any marketer, providing the ability to drill into specific Campaign characteristics to find what channels are converting Leads into Customers.
What is UTM in Salesforce?
Utilizing and tracking UTM Parameters in Salesforce is essential for any marketer, providing the ability to drill into specific Campaign characteristics to find what channels are converting Leads into Customers. While native methods provide marketers a high-level view of Campaign performance, to have more definitive answers on the sources, mediums, keywords, etc. that are driving revenue, a more robust solution that allows for weighted multi-touch attribution is necessary.
Can you use Eloqua in Salesforce?
Some MAPs, such as Eloqua, will allow you to post data from a form fill to a custom data object and have that custom data object integrate with the Campaign Member object in Salesforce. Once the data is in Salesforce, you can then run standard Salesforce ROI and Campaign Influence reports to better understand the sources, mediums, search terms, etc. that are turning prospects into customers.
Step 1 – Add New Fields to Salesforce
- First, you need to add five new custom fields to Salesforce: UTM Source, UTM Medium, UTM Term, UTM Campaign, UTM Content. The JavaScript code in step 3 will fill in these fields with the appropriate values. To create these fields, go to Salesforce and click Setup. This will open a sear…
Step 2 – Add New Fields to The Forms
- In step 1, you created custom fields to store UTM parameters in Salesforce. Now we’re going to add the same fields to your Web-to-Lead forms.
Step 3 – Populate Hidden Fields with Values
- As a final step, put this JavaScript code somewhere on your page: You can put it inside a Google Tag Manager tag if you’d like. Congratulations! You have completed the most time-consuming steps, 1 & 2. Only one more step to go! By now, you already have UTM fields both in Salesforce and your forms. Plus, these fields get automatically synchronized. So you don’t need to worry ab…
Bonus Step 4
- If you’ve followed this guide and and implemented, you’re already ahead of most marketers out there. If you want to go one step further, you can implement GA Connector – a tool that allows you to find out even more about your clients. You see, tracking onlyUTM parameters has its limitations: 1. It doesn’t work when users leave your page and then return from a bookmark or b…
How to Track UTM Parameters in Salesforce
Direct to Campaign Member
- Some MAPs, such as Eloqua, will allow you to post data from a form fill to a custom data object and have that custom data object integrate with the Campaign Member object in Salesforce. Once the data is in Salesforce, you can then run standard Salesforce ROI and Campaign Influence reports to better understand the sources, mediums, search terms, etc. that are turning prospect…
Direct to Lead/Contact
- Many MAPs do not allow for direct access to custom Campaign Member fields. In order to track UTM parameters in these environments, you can write the data directly to Lead/Contact fields. The question you will want to ask yourself then becomes, if a Lead/Contact responds to multiple Campaigns, will I overwrite the utm fields on the Lead/Contact or keep the original? Some organi…
Gaps with These Native Methods
- The standard ROI, Campaign Influence, and Opportunity reports available in Salesforce leave marketers with a few key data gaps: