4 simple steps to get UTM Parameters into Agile CRM

Identify which marketing channel attracts future leads, opportunities & customers by tracking UTM parameters in Agile CRM

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Are you wasting your marketing budget on the wrong campaigns?

There's a famous saying in advertising that goes' Half of my advertising budget is wasted. I just don't know what half'

Fortunately for you, this can be avoided by tracking your marketing campaigns in your CRM. By passing UTM parameters, landing page data, and other marketing channel information into your CRM you can report on what campaigns drove leads, customers & revenue.

Here’s how Attributer can help you capture UTM parameters in Agile CRM.

4 steps for capturing UTM parameters in Agile CRM

Using Attributer to capture UTM parameters in Agile CRM is easy. Here's how to do it in 4 easy steps:

1. Add UTM variables to your ads

Dropbpox UTMs

The first thing you need to do to start tracking UTM parameters in your CRM is to add them to your ads and campaigns. This allows Attributer to determine exactly where your website visitors are coming from, and in turn, pass them through to your CRM for reporting on.

You should add UTM parameters to any ads or campaigns you are running. This could be on social media platforms like Facebook, LinkedIn, Instagram, and Twitter, or on search engines like Google and Bing. It's even a good idea to use them on bespoke campaigns as well, such as advertisements you may have in trade publications, email campaigns, etc.

2. Add hidden fields to your forms

Add Hidden fields

The second step is to add hidden fields to your lead capture forms (I.e. your Contact Us form, Request A Demo form, whitepaper download forms, etc). The hidden fields you need to add to these forms are:

  • Channel
  • Channel Drilldown 1
  • Channel Drilldown 2
  • Channel Drilldown 3
  • Landing Page
  • Landing Page Group

Most form-building tools (like Contact Form 7, Gravity Forms, Wufoo, etc) make it easy to add hidden fields, and if you're using a custom HTML form on your website is as simple as adding input type=”hidden” to the specific fields.

3. Attributer automatically completes the hidden fields with UTM data

Populate hidden fields

What Attributer does is complete the hidden fields with the UTM parameters you put behind your ads in Step 1.

Let's take Dropbox as an example. A user googling ways to share large files comes across a Dropbox ad in Paid Search and clicks on it, and it leads the user to fill out a form to request a demo. Attributer would then complete the hidden fields with UTM data like that might look like this (depending on what you put in your UTM parameters):

- Channel = Paid Search
- Channel Drilldown 1 = Google
- Channel Drilldown 2 = Brand Campaign
- Channel Drilldown 3 = Dropbox

On top of this, Attributer would also track what page they arrived on and pass it through in the hidden fields. Continuing the Dropbox example from above, it could be:

- Landing Page = www.dropbox.com/features/share
- Landing Page Group = Features

4. UTM parameters are passed into Agile CRM

UTM data sent to CRM

Once a visitor submits their form on your site, the channel data obtained from the UTM parameters and the landing page data are then passed into Agile CRM, along with the contact information of the site visitor.

You can then use your reporting and other business intelligence tools to analyze, create reports, and generate insights on your marketing efforts.

Through this, you would be able to see exactly which channels are bringing in the most leads, the number of Closed Won deals from each channel, and the conversion rate from Opportunity, among other performance indicators.

What is Attributer?

As you can see from the steps above, Attributer makes it easy to get UTM parameters into Agile CRM.

But what is Attributer, and how does it actually work?

When placed on your website, Attributer collects visitor data, such as what they clicked on to get them there. After collecting the technical data, Attributer designates it under a series of channels (such as Paid Social, Paid Search, or Organic Search) and stores it in cookie form in the browser the visitor is using.

When the visitor completes a form and submits it, the visitor becomes a lead, and Attributer sends off the lead's information as well as the technical data to your customer relationship management software.

Attributer was born from a need to know exactly which channels were bringing in genuine leads, not just visitors. Built by a B2B marketing consultant who initially just wanted to make working with clients easier, Attributer is now available for digital marketers and B2B owners who want to get more out of marketing analytics.

Why using Attributer is better than capturing raw UTM parameters

What makes Attributer different from the other tools on the market that capture UTM parameters?

Here are three good reasons to use Attributer:

1. Captures all traffic

Attributer is able to capture all traffic sources, and we mean all of them, including those where UTM parameters aren't present. For instance, Attributer captures channel information on visitors who land on your site through channels that may not have UTM parameters, such as Organic Search, Referral, Organic Social, Direct, Email, and more.

Attributer sends all of this information into Agile CRM and so you know where all of your leads are originating from, regardless of whether they're coming from paid ads or not.

2. Provides cleaner data

What usually happens when capturing raw UTM parameters is that you get messy data. A lot of it.

Here's a situation. Imagine some of your Instagram as campaigns are tagged with UTM_Source=Instagram.com (capitalized), others with UTM_Source=instagram.com (uncapitalized), and others with UTM_Source=ig.

When it's time to run reports in Agile CRM so you can see how many leads came from your Instagram campaigns, you'll see these as three different traffic sources, even though they're the same.

Attributer gives you a break from this because it actually takes these possibilities into account. It will attribute leads to Paid Social no matter the capitalization and other inconsistencies in the UTM parameters.

3. Captures landing page data as well

You work so hard at creating quality content on your blog, so wouldn't it be great to know how it's performing?

With Attributer, you'll be able to. Attributer not only captures UTM parameters and other channel data but also captures info such as the landing page (I.e. dropbox.com/blog/collaborate-word-docs) & the landing page category (I.e. Blog). This lets you see if your hard work is paying off or if you may need to tweak your content to bring in more leads.

Wrap up

If you're looking for a tool that would capture UTM parameters, you'll find that Attributer is just what you need.

However, Attributer does more than simply capturing and passing UTM parameters into Agile CRM. It's also great at giving you information on leads that come from channels where you don't have UTMs, such as Referral, Organic Social, Organic Search, and the like.

So why not take it out for a spin? Start your free trial today!

Get Started For Free

It's free to get started with Attributer, and paid plans start at just $49 per month