Pass UTM Code/Parameter for Referral Tracking on Member Sign Up

Posted on Jun 2, 2022 by Amy Hufford

Administrators can now add fields to the Member Sign-Up template 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 to your sign-up form

Go to Customization > Member Sign-Up
Click on “+Add Field”
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” on the left to save the changes to the form. UTM fields will be invisible to those completing your form.
Add the newly created fields to the Admin Profile template or use the “Copy” button on the left menu to copy the Member Sign-Up form to the Admin Profile form. This is necessary for the admin to view and download these fields. Do not use the Copy button if you have done prior customization to your Admin Profile template that made it different from your Member Sign-Up template.

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 sign up page to the referral source, make sure to remove the part of the URL including and after the # symbol. For example if the sign up page URL is:

https://demo.membershipworks.com/join/#join

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

https://demo.membershipworks.com/join/

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

https://demo.membershipworks.com/join/?utm_source=newsletter&utm_medium=email&utm_campaign=july-new-features

How do I access the UTM field data?

Once you’ve added UTM-related fields to your membership signup form, you can access the data from these fields in bulk or by each member.

To see UTM data for a specific member:

Pull up the member record by searching for them in Members
Click on their profile card
Click on the “Profile” tab
The UTM fields will be listed here provided that you have set them up in your Admin Profile template.

You will need to export a CSV file to get bulk data:

Go to Members
Click “Export”
Select your UTM-related fields as well as any other fields you wish to export
Click “Download”

How do I know if I need to add this field to my Member Sign-Up template?

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:

Event registration form
Forms/Carts/Donations
Jobs/Other Boards

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