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Capturing UTM (Urchin Tracking Module) parameters is essential for accurately tracking the effectiveness of your marketing campaigns. By following this step-by-step tutorial, you’ll learn how to set up and test UTM parameters, ensuring you gather detailed insights about the traffic sources to your website.
Step 1: Creating a New UTM Parameter #
Access UTM Parameters: Go to the side navigation bar in your platform’s dashboard and click on UTM Parameters.
Add New Parameter: Click on the “Add” button to open the UTM parameter configuration form.
Configure Your Parameter:
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- Title and Description: Enter a title and description for your UTM parameter to help identify its purpose and details for future reference.
- Form Selection: Select the form and form variant you wish to track with this UTM parameter.
- Attribution Choices: Decide between Last-Touch and First-Touch attribution models based on your analysis needs.
- First Touch: Opt for this model if you want to credit the initial source of traffic for any conversions. The first UTM parameters a visitor brings will remain unchanged by any subsequent visits.
- Last Touch: Choose this to attribute conversions to the most recent source of traffic. The last UTM parameters a visitor brings before converting will overwrite any earlier ones.
Save: Click “Create” to finalize and save your UTM parameter setup.
Step 2: Embedding the Script
Once you have configured your UTM parameters and selected an attribution model:
Copy Script: A script will be generated at the top of the page. Copy this script.
Embed Script: Embed the copied script within the <head> tag of your landing page, specifically on the page where your form is embedded. This step ensures the UTM parameters are captured correctly when visitors interact with your site.
Step 3: Testing Your Setup #
To ensure your setup is capturing UTM parameters correctly:
Initial Visit Test: Use a URL with specific UTM parameters to visit your landing page/website, then leave the page. This action tests the capture of initial visit data based on your configured UTM parameters.
Verify Captured Data: Check the leads section of your platform to verify that the correct UTM parameters have been recorded according to your chosen attribution model (First Touch or Last Touch). Ensure the data matches your expectations and the parameters you’ve set.
By following these steps, you’ll have a reliable setup for tracking UTM parameters, allowing for accurate attribution and analysis of your marketing campaigns’ effectiveness.