UTM tracking utilizes specific tags within the URL of your form, helping to track the origin of your leads. This insight helps you to evaluate campaign performance relative to lead sources and empower you to make insightful decisions with your digital advertising strategy. In addition, UTM tracking fields eliminate the need to have separate forms by source, streamlining your operations.
How to Include UTM Tracking in Form Builder
To begin utilizing UTM tracking with our forms builder, create a new form*. You may leave the fields within the form builder blank. In the URL where the form is linked as a call to action, shared, or embedded, you may include various parameters for campaign, source, and medium.
Alternatively, you can complete the fields for each value and have the URL generated to spec each time you need to make a variation of the form.
For example, the parameters of the following URL contains UTM parameters that will appear in form Insights upon submission by the consumer,
https://yoga.xplorgrowth.io/january-special-lead-gen-form-6KWcYn.html?utm_source=website&utm_medium=parkcity&utm_campaign=januaryspecial
*UTM parameters are available for newly created forms to allow continuity of data in forms insights.
Where do the UTM variables appear?
Form Insights and the CSV export will also show what campaign, medium and source your leads came from.
What are the three UTM parameters that can be used in Forms?
1. Source
Source is the main origin of your lead — examples can include Website, Google, Facebook, Instagram, Flyer, etc.
Example: &utm_source=website
2. Medium
Medium refers to the type of traffic the lead came from — examples include a search ads, display ads, CPC, email, specific web page, etc.
Example: &utm_medium=parkcity
3. Campaign
Campaign is the most granular level — with this parameter, you can use variables for individual Meta/Google Ad campaigns, email campaigns, website pages, etc.
Example: &utm_campaign=january-special
UTM Tracking Best Practices
Create a naming convention / system and stick with it! Over time, you will aggregate UTM variables from a variety of campaigns — coming up with a naming convention that is intuitive will help you clearly determine lead origin and performance.
Sharing the form URL directly? Consider using a link shortener. Links with UTM tracking codes associated can go unnoticed when the user is clicking through from an email, digital ad, or by scanning a QR code. If you're sharing the a link directly (i.e. via SMS), consider using a link shortener to minimize character count and maintain the flow of the user experience since the tracking codes can get lengthy!