Marketing & ads

UTM tracking in your CRM, without asking the buyer

UTM tracking in your CRM starts with the links you already tag in your ads, emails and posts. The form snippet on your website reads those UTM tags, Google and Meta click IDs, the landing page and the referrer, and keeps them on the lead your team opens.

  • Five UTM tags read from the page address
  • Google and Meta click IDs kept too
  • Shown on the lead your rep opens
An example of a website visit becoming a lead in DigiPix Flow. A visitor lands on a kitchen offer page tagged with UTM source google, medium cpc and campaign diwali-kitchen-offer, browses on to the pricing page with the tags still held, sends the enquiry form, and the new lead for Rahul Kumar shows the UTM tags, landing page, referrer and Google click ID in its capture details.
UTM tags read from every tagged page
5
ad click IDs kept: Google's and Meta's
2
snippet on your site to set it up
1

What every tagged lead carries

  • utm_sourceWhere the visit came from, such as google
  • utm_mediumThe kind of link, such as cpc or email
  • utm_campaignThe name you gave the campaign on the link
  • Click IDGoogle's gclid or Meta's fbclid
  • Landing pageThe full address they arrived on
  • ReferrerThe site that sent them to you
THE PROBLEM

Where campaign details get lost

See how it's fixed
  1. “How did you hear about us?” answered with a shrug

    Asking buyers where they found you gets you “Google” or “a friend” at best. The tags on the link they clicked already know the exact campaign, but they're thrown away the moment the form is submitted.

  2. Tags that stop at the first page

    A visitor lands on your offer page from an ad, reads the pricing page, and fills in the form there. The tags were on the first address, not the one with the form, so the lead arrives looking like a plain website visit.

  3. Campaign details nobody on the sales team can see

    Even when a marketing tool records the campaign, it sits in a place reps never open. The rep calling the lead has no idea whether it came from the brand campaign, a trial offer or last month's newsletter.

SET UP

One snippet on your site does the reading

Add the DigiPix Flow form snippet to your website and it does the rest. When someone submits the form, the snippet sends their answers together with the UTM tags and click IDs on the page address, the page they landed on and the site that referred them. There is nothing extra to switch on and no separate tag to install.

  • The same snippet that captures your form
  • Nothing extra to switch on
  • Sent with the answers when the form is submitted
  • Works on any page the form is placed on
Explore website forms
An example of the DigiPix Flow form snippet placed on a website page, and what it sends when the form is submitted: the visitor's answers together with the UTM source, medium and campaign, the Google click ID, the landing page and the referrer.
UTM TAGS

All five UTM parameters, exactly as you wrote them

Source, medium, campaign, content and term are read from the page address just as your team tagged the link, so a naming scheme you already use in your ads and emails carries straight through to the lead. Tags you leave off a link are simply left blank, and nothing is guessed or rewritten along the way.

  • utm_source, utm_medium and utm_campaign
  • utm_content and utm_term as well
  • Kept exactly as they appear on the link
  • Blank when a link carries no tag
An example of a tagged link to a kitchen offer page, broken into its five UTM tags: source google, medium cpc, campaign diwali-kitchen-offer, content hero-banner and term modular kitchen, each kept exactly as written.
CLICK IDS

Google and Meta click IDs, even on untagged ads

Google Ads and Meta add a click ID to the address when someone clicks an ad. The snippet reads Google's gclid and Meta's fbclid alongside any UTM tags, so a lead from an ad whose link nobody remembered to tag still shows that it came from a paid click on Google or on Facebook and Instagram.

  • Google's gclid read from the address
  • Meta's fbclid read from the address
  • Kept even when the link has no UTM tags
  • Shown as the click ID on the lead
An example of two ad clicks arriving on a website without UTM tags: one from a Google ad carrying a gclid and one from a Facebook ad carrying an fbclid, each click ID kept on the lead that the visitor's form creates.
LANDING PAGE

The page they arrived on, and who sent them

Every website lead also keeps the full address of the page the visitor arrived on and the site that referred them. When two campaigns point at different offer pages, or a partner's blog sends you traffic without any tags, the landing page and referrer still tell your team where the enquiry began.

  • The full landing page address
  • The referring site, when the browser shares it
  • Useful even when a link has no tags
  • Kept with the lead, beside the UTM tags
An example of a website lead's landing page and referrer: Amit Mehta arrived on the wardrobe offer page from a home décor blog with no UTM tags, and the lead keeps both the full landing page address and the referring site.
ACROSS PAGES

Tags that follow the visitor to the form

When a visitor lands on a tagged address with the snippet on it, the snippet holds on to those tags for the rest of that visit in the same browser tab. If they read two more pages and fill in the form on the third, the lead still carries the campaign that brought them. A hidden UTM field on the form itself always takes priority.

  • Tags kept from the tagged page they landed on
  • The form can sit on any later page
  • A hidden UTM field on the form wins
  • The snippet needs to be on that landing page
An example of one visit across three pages: a visitor lands on a tagged kitchen offer page, looks at the kitchen gallery, then fills in the form on the pricing page, and the lead still carries the Google source and the Diwali kitchen offer campaign. A note explains that a hidden UTM field on the form takes priority.
LEAD ADS

Ad IDs from Meta and Google lead forms, too

Leads that never visit your site are covered by their own connections. Meta Lead Ads keep the ad, ad set and form IDs, and Google Ads lead forms keep the click ID with the campaign, ad group, ad and form IDs. When a lead comes in by phone, a rep can type the UTM source, medium and campaign on the new lead.

  • Meta lead ads keep ad, ad set and form IDs
  • Google lead forms keep the click ID and ad IDs
  • Reps can add UTM source, medium and campaign by hand
  • Every source recorded in the same place
Explore Google Ads lead forms
An example of where campaign details come from for leads that never visit the website: a Meta lead ad keeps the ad, ad set and form IDs, a Google Ads lead form keeps the click ID and the campaign, ad group, ad and form IDs, and a lead typed in by a rep has UTM source, medium and campaign fields.
ON THE LEAD

Right where the rep looks before they call

Open a lead's capture details from the lead page or straight from the lead list, and the UTM source, medium and campaign sit together, followed by the content, term, landing page, referrer and click ID when the lead has them. The rep knows what the buyer clicked before saying hello.

  • Opened from the lead page or the lead list
  • Source, medium and campaign shown together
  • Content, term, landing page and referrer below
  • The click ID when the lead came from an ad
Explore the lead inbox
An example of a lead's capture details in DigiPix Flow for Rahul Kumar: the source is the website kitchen enquiry form, the UTM row reads google, cpc and diwali-kitchen-offer, followed by the UTM content and term, the landing page, the referrer and the Google click ID.
HOW IT WORKS

From a tagged link to a lead that knows its campaign, in five steps

  1. STEP 01

    Tag your links

    Add UTM tags to the links in your ads, emails and posts.

  2. STEP 02

    Add the snippet

    Place the DigiPix Flow form snippet on your website.

  3. STEP 03

    A visitor arrives

    Tags and click IDs are held for the rest of their visit.

  4. STEP 04

    They send the form

    The lead is created with its tags, landing page and referrer.

  5. STEP 05

    The rep reads it

    Capture details show the campaign behind the lead.

THE DIFFERENCE

UTM tracking vs asking the buyer

What it coversAsking “How did you hear about us?”DigiPix Flow
Where the answer comes fromThe buyer's memoryThe tags on the link they clicked
Detail“Google” or “Instagram”Source, medium, campaign, content and term
Ads nobody taggedNo way to tellGoogle and Meta click IDs kept
Visitors who browse firstAnswer depends on what they recallTags kept from the page they landed on
Extra form questionsOne more box between the buyer and SubmitNothing extra for the buyer to fill in
Where the rep sees itWherever the answer was notedIn the lead's capture details
Leads from lead adsNothing to askAd and form IDs kept by their own connections

UTM tracking questions, answered

Do I need to install anything besides the form snippet?

No. The DigiPix Flow form snippet that captures your website enquiries also reads the UTM tags, click IDs, landing page and referrer. Place it on your site and tag your links; there is nothing else to switch on.

Which tags and IDs are read?

All five UTM tags (utm_source, utm_medium, utm_campaign, utm_content and utm_term), Google's gclid and Meta's fbclid, plus the full landing page address and the referring site when the browser shares it.

What if the form is on a different page from the one they landed on?

The tags still arrive, as long as the snippet is on the page they landed on. It holds on to the tags for the rest of that visit in the same browser tab, so a form filled in a few pages later carries the campaign that brought them. Placing the snippet on every page of your site covers this.

Are tags kept if they come back another day?

No. Tags are held for the visit in that browser tab only. A visitor who comes back another day without a tagged link arrives as a new, untagged visit, so tag the links in your follow-up emails and messages too.

Can I set the tags on the form myself?

Yes. Add hidden fields named after the UTM tags to your form. A value in one of those fields takes priority over the tag on the page address, which helps when the same form is placed on pages for different campaigns.

Does this work for Meta and Google lead ads?

Those leads never visit your site, so they are covered by their own connections instead. Meta Lead Ads keep the ad, ad set and form IDs, and Google Ads lead forms keep the click ID with the campaign, ad group, ad and form IDs.

Where does my team see a lead's tags?

In the lead's capture details, which open from the lead page or straight from the lead list. The UTM source, medium and campaign sit together, followed by the content, term, landing page, referrer and click ID when the lead has them.

Can a rep add tags to a lead that phoned in?

Yes. When creating a lead by hand, a rep can fill in the UTM source, medium and campaign, so an enquiry that arrived by phone after an ad or an email is recorded against the right campaign.

Something we haven't covered? Talk to an expert

Let every lead tell your team which campaign sent it

Talk to an expert. Bring a tagged link from your latest campaign and see it arrive on a lead.

  • A real person, not a bot
  • Uses the form snippet you have
  • See your tags on a lead
Talk to an expert