UTM tracking

UTM parameters on the URL are captured automatically with every submission — no setup required. They flow into each lead record so you can tell which ad, campaign, or channel it came from.

What is captured

  • utm_source — the platform (e.g. facebook, google, email).

  • utm_medium — the channel (e.g. cpc, organic, email).

  • utm_campaign — the campaign name (e.g. solar-july, boiler-winter).

  • utm_content — the specific ad or creative variant.

  • utm_term — the keyword or targeting bucket.

  • Referrer — the full URL the visitor arrived from.

Tagging your links

  1. Use Google's Campaign URL Builder to generate tagged URLs.

  2. Use lowercase and stick to a consistent naming convention — it makes filtering easier when data spans months.

  3. Add tagged URLs to ads, email links, and QR codes. Any traffic source you want to track needs its own tag.

Where the data shows up

  • Submission drawer — the Campaign Information section shows all six UTM fields for that lead.

  • Leads table — Source, Campaign, and Medium appear as toggleable columns.

  • Traffic Sources view — aggregated breakdowns across all submissions by source, medium, campaign, content, and term.

  • CSV export — all six UTM fields are included in every export.

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