UTM Tracking Overview | Zoho Forms

Overview

Urchin Tracking Module (UTM) is a small segment of code you can attach to a URL to track campaign parameters such as source, medium, campaign, term, content, and more to determine where most traffic originates from and where the major sections of your leads are generated.
Here is an example of a URL with UTM code appended to it.

UTM Parameters

UTM Tracking helps you identify the source from which your respondents visited your website and submitted an entry through an embedded Zoho Form. To track using UTM, define the tracking parameters, and then copy the code generated by Zoho Forms containing the tracking parameters defined by you and paste it in your website's footer before the </body>  tag.

Tracking parameters

To define UTM tracking parameters,
  1. In your form builder, go to the Share tab.
  2. Click Track Entries in the left menu and click Start Tracking.

    Click Start Tracking

  3. When you enable tracking, the default UTM parameters  utm_source, utm_medium, utm_channel, utm_name, and utm_term  will be used for tracking. 
  4. You can define custom UTM parameters as well to track your campaigns. For example, if you are looking to track traffic from Google Ads, add gclid as a custom parameter.

    Custom Parameters

  5. Click Proceed to save your settings.

    UTM Tracking

  6. Click Get Tracking Code and copy the code provided.

Tracking leads on different mediums

Once you enable tracking (by clicking Get Tracking Code), you can choose the tracking method to track your leads depending on how you share your form. 
Zoho Forms provides two options to track website visitors:
  1. Basic Tracking :  The basic tracking code contains the default UTM parameters and the custom parameters you defined. If the webpage's URL does not contain the defined parameters, then the tracking code will return a null value. 

  2. Advanced Tracking The advanced tracking code will capture the source using the UTM parameters available in the website URL , traffic from Google Ads using the gclid parameter in the URL, and also auto-track traffic from different search engines. 
Note : UTM Tracking will not work as intended if you have embedded the form on your website using the shortened URL. Use your  form's permalink  to embed it on your website.

Generating Campaign URL

Using the Campaign URL Builder, you can generate your form's permalink URL with the tracking parameters appended to it before sharing your form with respondents. Learn more with step by step instructions.

Compliance and Privacy

Please ensure that you comply with the data privacy laws applicable to you while enabling this tracking by providing privacy notice and obtaining consent from your visitors/users.
The tracked data stored in the Zoho Forms database will not be encrypted, so please refrain from collecting personal information using the tracking parameters.

Refer to the FAQs on UTM Tracking for further clarification.

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