Pass UTM Code/Parameter for Referral Tracking on Forms, Carts and Donations

Posted on Jun 29, 2022 by Amy Hufford

Administrators can now add fields to Forms, Carts, and Donations 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.

How to implement this feature on a Form, Cart, or Donation

Within Forms Carts Donations, click on the form where the UTM codes should be added
Click on the “Form Template” tab
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.
Under Field select “New custom field”
Under Type select “UTM code/parameter”
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
Provide an appropriate Description and 2-letter identifier
Click OK
Repeat steps 2-7 for each of the UTM codes you want to record
Click “Save Template & Continue to Items” on above to save the changes to the form. UTM fields will be invisible to those completing your form.
Repeat all of the steps above if you have other forms where UTM fields should be added.

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 form page to the referral source, make sure to remove the part of the URL including and after the # symbol. For example if the form page URL is:https://demo.membershipworks.com/survey/#!form/Survey

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

https://demo.membershipworks.com/survey/

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

https://demo.membershipworks.com/survey/?utm_source=newsletter&utm_medium=emails&utm_campaign=july-2022

How do I access the UTM field data?

Once you’ve added UTM-related fields to your form, you can view the UTM data for a checkout record by clicking on View > View/edit record from the form’s Dashboard.

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

Go to your form’s Dashboard
Click “Export CSV”
Click on “Export all”

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

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:

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