Tracking UTM Campaign information in CRM

Tracking UTM Campaign information in CRM

Hi All,

We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit. 

Many have asked this:
How can I track campaign information in CRM from my online campaigns and report on UTM tracking details? 

Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM:

1. Create Fields in CRM Leads Module

Add a field  in the Leads module called 'Referrer URL' (URL field type).

Added a section in the Leads module called 'UTM - Campaign Details' and add these fields (Single Line field type):
  • Campaign Name
  • Campaign Source
  • Campaign Medium
  • Campaign Term
  • Campaign Content
2. Create a Custom Function

Next you will need to configure a Custom Function that takes the UTM tracking details from the 'Referrer URL' and adds them to the UTM fields above in the Leads module. Here is the custom function code that you will need to also create in your CRM (to create a Custom Function go to CRM 'Settings' => 'Automations' => 'Actions' => 'Custom Functions' (on the top), then click 'Configure Function' button on the right):

Set this up for your Leads module.
Custom Function Name: Add UTM tracking details to Lead Fields

Argument Mapping - Name: leadId = Value: Lead Id

(copy and paste this code to your custom function. If you have set the Argument above exactly the same it should work for you)

getLeads = zoho.crm.v1.getRecordById("Leads",leadId);
referrerUrl = getLeads.get("Referrer URL");
info referrerUrl;
urlVal = referrerUrl.indexOf("?");
customVariables = referrerUrl.substring(urlVal + 1);
utm_source = "";
utm_medium = "";
utm_campaign = "";
utm_term = "";
utm_content = "";
formMap = Map();
for each  customVariablesArr in customVariables.toList("&")
{
var_s = getPrefix(customVariablesArr,"=");
val_s = getSuffix(customVariablesArr,"=");
if(var_s == "utm_source")
{
utm_source = val_s;
}
if(var_s == "utm_medium")
{
utm_medium = val_s;
}
if(var_s == "utm_campaign")
{
utm_campaign = val_s;
}
if(var_s == "utm_term")
{
utm_term = val_s;
}
if(var_s == "utm_content")
{
utm_content = val_s;
}
}
formMap.put("Campaigns Source",utm_source);
formMap.put("Campaign Medium",utm_medium);
formMap.put("Campaign Name",utm_campaign);
formMap.put("Campaign Term",utm_term);
formMap.put("Campaign Content",utm_content);
leadupdated = zoho.crm.v1.updateRecord("Leads",leadId.toString(),formMap);
info leadupdated;

3. Create a Workflow Rule to trigger the Custom Function

To run the above code a Workflow Rule needs to be created. We created a workflow rule WHEN a Lead is Created or is Edited to meet the condition:
Condition 1 - Referrer CONTAINS utm

Instant Action - (select the Function you created above) 

4. Create a hidden field in your online forms for 'Referrer URL' and map to your CRM Leads module

You will need to have a field added to your campaign forms that captures the 'Referrer URL' you set up for your UTM tracking. Add this field and then make it hidden and then map this form field to the 'Referrer URL' field in your leads module. 

That's it! Once you have this set up you can create reports in your CRM to report on any of the Lead UTM fields. 

Please let a comment if this post has been helpful to your business. We would love to hear from you!

If you need any help with this please send us an email to - zoho(at)s2s(dot)services.

Helping you achieve business and personal success using Zoho Products

Jason




      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Installing EMAIL Setup in New Domain

                                    Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,
                                  • Enhancements to Zoho Meeting Annotator

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to share a few improvement suggestions regarding the Zoho Meeting Annotator used during screen sharing. While the current version provides helpful annotation tools, there are several limitations
                                  • Zoho Social/Marketing Plus - Addition to "Monitor" function

                                    It would be very helpful if the Monitor function would allow us to add a column to monitor hashtags in addition to pages and mentions. This is a common and very valuable function in other social listening tools.
                                  • Zoho forms - > Zoho desk multiple agents

                                    Hi! I would like to use a standard form to be used when we hiring people, so we looked at zoho forms for that. Now we would like to get that info in to Zoho desk and their different users shall take care of this ticket simultaneous . So, what would be
                                  • Almacenamiento

                                    Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free. 
                                  • Will I Get a Refund If I Downgrade Zoho Mail?

                                    Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?
                                  • Introducing the revamped What's New page

                                    Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                  • Zoho Books - France

                                    L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                  • Name autocomplete

                                    Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is very annoying. For example I have a contact that I emailed in the past that has "First M. Last" <email@email.com> type of contact. When I start typing 'First' the email may or may not pop up in the autocomplete menu. Then if I start typing "first last"
                                  • How do i follow up my email campaign in-thread

                                    Is there a way to follow up the email campaign so that it is in-thread using zoho campaigns? eg customer gets original email with subject line "hello" then 5 days later follow up would be with subject line "RE: hello".
                                  • Announcing new features in Trident for Mac (1.29.0)

                                    Hello everyone! Trident for macOS (v1.29.0) is here with new features and enhancements to enhance your business communication. Let's take a quick look at them. Access shared mailboxes. You can now view and access shared mailboxes in Trident, which are
                                  • Books is extremely slow again today !

                                    Everything is running slowly even with 500mb connection speed
                                  • Cyclic dependencies in many-to-many relationships...

                                    I have an application which includes a form for companies, and a form for contacts. Each company can be assigned 1 technical and 1 administrative contact. I have this working okay so far, but I want to copy the scripts used so far to a new empty application. When I import the scripts it fails with a message that says: Problem encountered while creating the application Error in resolving form dependency:Cyclic dependency among the forms:[Company, Contact] What can I do to resolve this? After all,
                                  • Zoho API to create ticket

                                    I'm developing an integration to create tickets via API, but, locally it works (send and recieve requests). In production it also works sending requests, but, my file don't recieve any response data. My URL is available in Zoho API Console and I have
                                  • Automate Timesheet Approvals with Multi-level Approval Rules

                                    Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to
                                  • Labels Part 2

                                     Hey Zoho Mail Team, On the labels window on the left-hand pane, alphabetize label name display, rather than displaying in order created.  This one should be easy. Thanks, Drew
                                  • Building Toppings #1 - Serving your needs with Bigin Toppings

                                    Hey Biginners! We're excited to kick off our Developer Community series on building toppings for Bigin, and our goal is to provide an accessible, beginner-friendly, and relevant path for every developer. Imagine creating tiny pieces of software that unlock
                                  • Can we create Sprint with tasks from Multiple projects?

                                    Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline
                                  • Tip of the Week #74– Create automated workflows in MS Power Automate

                                    Zoho TeamInbox now connects directly with Microsoft Power Automate, letting you streamline everyday routines tasks such as from sending emails to managing threads, with automated workflows. About the integration Zoho TeamInbox integrates with Microsoft
                                  • Account validation

                                    Hello everyone, I registered my account on ZeptoMail to use the system, but the problem is that the verification period on Zepto's end has already passed and I have limited functionality.
                                  • Paste issues in ZOHO crm notes

                                    Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....
                                  • Is it possible to add a gradient color to a newsletter im designing?

                                    From where i sit it looks like you can only choose a single color but not combine 2 colors?
                                  • New Feature: Audit Log in Zoho Bookings

                                    Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.
                                  • Account disabled

                                    I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__
                                  • Blocked Email

                                    We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from
                                  • message var is empty in bot mention handler

                                    Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"
                                  • Remembrance Day to Remember – Recalling Values

                                    The phrase “at the eleventh hour” refers to the 11th hour of the 11th day of the 11th month in 1918, when the hostilities of World War I came to an end—but it still holds meaning today. Remembrance Day (Veterans Day in the US) is observed on November
                                  • How to display two measures (sales and price) divided by categories on one line chart

                                    Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around
                                  • Create custom rollup summary fields in Zoho CRM

                                    Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                  • Introducing the locking option for CRM records

                                    Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest
                                  • Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

                                    Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful
                                  • Tip #49- Navigating the Remote Support Dashboard in Zoho Assist- 'Insider Insights'

                                    The Remote Support dashboard in Zoho Assist is designed to help technicians quickly access, manage, and monitor all their support sessions from a single, intuitive interface. Whether you’re starting a new session, managing ongoing connections, or reviewing
                                  • BMI formula

                                    I've been trying for hours to calculate BMI using height and weight as my only inputs. It's a simple calculation and I even went to ChatGPT to help me figure this out in Zoho Forms, but it led me down a path of "try this" and "try this". None of my attempts
                                  • SEO on blogs

                                    Hello, google is not able to find my blogs. Can you advice me if I need to change some settings or anything else to make it retrievable via SEO many thanks, hans
                                  • Duplicated Notebooks

                                    Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I lose
                                  • Mind mapping in Zoho Projects

                                    Good morning,   I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration.   Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto de
                                  • Retainer invoice in Zoho Finance modlue

                                    Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
                                  • Documents don't sync properly

                                    Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync the
                                  • We are looking for an experienced Zoho Developer

                                    Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also need
                                  • Initiate approval workflow after "on edit --> on success"

                                    Dear Community,  currently I am working on a initiative tracker which should handle approval workflows based on different initiative status. As far as I understand, an approval workflow can be triggered (only?) when data is entered for the input form to the database.  Example: A new initiative is created and submitted. --> Approval Workflow triggered Here comes my question: Is it also possible to trigger an approval workflow if the form was "simply" updated? (on edit --> on success) Imagine the initiative
                                  • Next Page