Leveraging UTM Tracking with Email Center and Elementor Forms

With the integration of UTM tracking in the Email Center and on Elementor forms within your website, you can easily track leads and evaluate the performance of your marketing campaigns. 

By setting up UTM fields within Elementor forms, you can capture valuable data that can be imported into the software, allowing you to analyze and optimize your marketing strategies effectively. The email center automatically adds UTM parameters to all links sent in manual and automated emails. The data is imported to the respective lead and can be analyzed utilizing filters and reports built within the software.

In this guide, we'll walk you through the process of using Elementor forms to set up UTM fields, building filters to evaluate your marketing efforts, and viewing UTM data on leads in the software.

Setting Up UTM Fields in Elementor Forms: 

Step 1: Create a New Form

• Log in to your WordPress dashboard and navigate to Elementor.
• Create a new form or edit an existing one using Elementor's form builder.

Step 2: Add UTM Fields

• Within the form builder, drag and drop the appropriate form fields to capture UTM parameters: 
  • Source: where traffic is coming from - website, Google, Facebook etc.
  • Medium: how they got there - organic, paid, email ID etc.
  • Campaign: why the traffic is coming to you or the specific promotion/offer.
• Under "Content" select under Type = "Hidden" and Label = "utm_source"

• Navigate to the "Advanced" tab, select "Request Parameter" with Type "Get" and under Parameter Name enter "utm_source".

• Repeat the above steps for the Medium field and the Campaign field.

• Select "Update" to apply form changes.

Step 3: Include UTM Parameters in the Redirect URL

• Include UTM parameters in the URL to track the source of the form submission.
• For example, if your website URL is www.example.com and you want to track a Facebook ad campaign, your redirect URL could be www.example.com/thank-you/?utm_source=facebook&utm...
• Here is a simple tool for creating links with UTM parameters.

  *OPTIONAL - Include REFERRAL ID Parameters in the Redirect URL and Track in IO Leads, Reports, or Dashboard

• Include REFERRAL parameter in the URL to track a Referral code as a lead tag on the form submission.
  • Click "Advanced" tab under the "Tag" field on the Elementor form.

  

  

•    Under default value select "Request Parameter" and set Type to "Get" and Parameter Name to "referral" or "ref" depending on the link parameter you'd like to request to set your tag. 

•    Link example: "https://inflatableoffice.com?referral=Worker1" or "https://inflatableoffice.com?ref=Worker1"

• While settings are still open, under advanced, enter the Before, After, and Fallback tags associated with your form submission.

*Be sure to include the "After" tags separated by a comma if you need additional tags included in addition to the referral tag and similarly a "Fallback" tag in case there is no referral tag found or included on a form submission. If you do not fill in these fields, the tag will not set properly if there is no referral tag referenced in the link, prior to submission.

• For example, if your website URL is www.example.com and you want to track a Facebook ad campaign, your built out link URL could be www.example.com/thank-you/?utm_source=facebook&utm...
• There are easily accessible tools on the "Marketing Tools" page under the gear "Settings" dropdown within the software for creating links with UTM parameters, referral parameter, sales rep parameter, shortened links, and a QR code generator. 

Building a Report and Filter to View UTM Data:

Step 1: Navigate to Reports

• Navigate to the "Reports" option under the gear icon.

Step 2: Create a New Report

• Click on "Add Report" and select the fields you want to report on, such as UTM source, medium, or campaign. Save and Close. Here is an example:

Step 3: Create a New Filter

• Navigate to the "Filters" option under the gear icon
•  Click on "Add Filter" to select the "Leads UTM Campaign is set" so you can view only marketing leads that contain UTM data. Save and Close.

Step 4: Analyze Results

• Review the filtered leads to evaluate the effectiveness of your marketing efforts.
• Identify trends, assess conversion rates, and make data-driven decisions to optimize future campaigns.

Viewing UTM data on Leads:

Step 1: Log in to your account.

Step 2: Navigate to Leads

• Click on the "Leads" tab under "Events".

Step 3: Select the "Marketing UTM" report at the top right corner of the screen and add the "Leads with UTM Info" filter.

Step 4: Select a Lead with UTM data

• Click on any lead to view the specific UTM details.

Step 5: Scroll down to "CRM" within the lead

• View the UTM data that have been imported and applied to the lead regarding Source, Medium, and Campaign. Example: