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Pass UTM Code/Parameter for Referral Tracking on Jobs/Other Boards

Posted on Jul 7, 2022 by Amy HuffordJul 7, 2022

Administrators can now add fields to Job Boards, Announcement Boards, and Classified Boards to collect UTM codes or parameters for referral tracking purposes. These codes are passed on by links such as those from Google Adwords. The fields are invisible to your website users, but can be viewed and exported by the admin.

UTM referral tracking

How to implement this feature on a Board

  1. Within Jobs/Other Boards, click on the board where the UTM codes should be added
  2. Click on the “Form Template” tab
  3. Click on “+ Add Field.” Note that if you have already created UTM fields for your Member-Sign Up template, you can reuse/add those fields here without impacting the data collected by either form.
  4. Under Field select “New custom field”
  5. Under Type select “UTM code/parameter”
  6. Under the “Parameter” field, select the appropriate UTM code you want to record with this field. Your choices are:
    • utm_source
    • utm_campaign
    • utm_medium
    • utm_content
    • utm_term
    • utm_id
  7. Provide an appropriate Description and 2-letter identifier.
  8. Click OK
  9. Repeat steps 2-7 for each of the UTM codes you want to record
  10. Click “Save Template” above to save the changes to the board. UTM fields will be invisible to those submitting a listing.

FAQs

What is a UTM code?

UTM stands for Urchin tracking module. UTM codes are added to the end of a URL; they provide Google Analytics or other tools with information about the link. With UTM codes attached to your links, you can track:

  • How much traffic comes from a specific link, such as a link in an email campaign, blog post or on social media
  • If the ad campaign you are running is having success
  • Conversion metrics in Google Analytics related to various campaigns

URL formatting and example

If you need to provide the URL to the board post page to the referral source, make sure to remove the part of the URL including and after the # symbol. For example if the page URL is:https://demo.membershipworks.com/post-job-board/#!board/Jobs/post

Then the URL you should provide to the referral source is:

https://demo.membershipworks.com/post-job-board/

When the referral source directs users to the page with the UTM codes, the URL would look something like this:

https://demo.membershipworks.com/post-job-board/?utm_source=marketing&utm_medium=email&utm_campaign=january-2022

How do I access the UTM field data?

Once you’ve added UTM-related fields to your Board, you can view the UTM data for a listing by clicking on Manage > Edit listing from the Board dashboard.

You can also access the data from these fields in bulk by exporting the listings to a CSV file:

  1. Go to your Board’s Dashboard
  2. Click “Export CSV”
  3. Click on “Export all”

How do I know if I need to add this field to my Boards?

You only need to add these fields if you are seeking to track things such as PPC campaigns or other marketing efforts.

Can MembershipWorks help me set up UTM codes?

We can walk you through adding in the fields into MembershipWorks and downloading UTM data, but creating the codes and doing things such as creating goals in Google Analytics is up to you and your developer or marketing team.

Can I use UTM codes with other forms in MembershipWorks?

Yes, you can use them on the following MembershipWorks features:

  • Member Sign-Up form
  • Event Registration
  • Forms, Carts, and Donations

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