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How to track conversions with UTMs?
How to track conversions with UTMs?

Setting up UTM (Urchin Tracking Module) parameters in iClosed

Updated today

An urchin tracking module (UTM) is a snippet of code added to a URL for the purpose of tracking online marketing performance and better understanding audience behavior.

iClosed scheduler embedded to your webpage will collect UTM's from cookies automatically, which is ideal for longer-term tracking or when users navigate multiple pages before completing an action.

But, in case you'd like to combine it with URL UTM's, add UTM parameters shown below to the webpage and start tracking visitors coming to your iClosed scheduler page.


UTM codes that iClosed will collect

  • UTM Source → Where the meeting came from
    (e.g., utm_source=instagram, first_utm_source=facebook)

  • UTM Medium → Where your link was placed
    (e.g., utm_medium=email, first_utm_medium=website)

  • UTM Campaign → Name your campaign
    (e.g., utm_campaign=summer, first_utm_campaign=blackfriday)

  • UTM Content: Distinguish between links
    (e.g., utm_content=header, first_utm_content=description)

  • UTM Term: Track specific keywords
    (e.g., utm_term=atlanta+realty, first_utm_term=realestateindustry)

Here's what we're collecting from browser cookies if any these are not available in URL:

  • “utm_campaign”

  • “utm_source”

  • “utm_medium”

  • “utm_content”

  • “utm_term”

  • “first_utm_campaign”

  • “first_utm_source”

  • “first_utm_medium”

  • “first_utm_content”

  • “first_utm_term”]


How to build UTM links

  1. Add "?" after your scheduler link on the landing page, email or SMS

  2. Append UTM parameters using "&"
    (e.g., utm_source=facebook&utm_medium=email)

Pro tip → Use "%20" to create space between the words. For example:


https://example.com/?utm_campaign=summer%20sale
(Result: The value summer sale is encoded as summer%20sale.)

Example

Here's the example of how your link may look after you're done with the setup:


​​app.iclosed.io/"your_scheduler_link"?utm_medium=email&utm_source=facebook&utm_campaign=summer


And here's another example how it looks on our end when someone visits iClosed website from a YouTube video:

https://iclosed.io/?utm_source=youtube&utm_
  • https://iclosed.io/ = base URL, website or your landing page

  • ? = The query string starts after the ?

  • utm_source = YouTube source

As soon as the lead clicks on the "Book a demo" button, UTM's will show like this:


How to build UTM links with a Chrome extension tool

Alternatively, you can build a UTM's with any of the Chrome Web Store UTM Builders.

  1. Load scheduler page from Events page and add all information to the UTM builder.

  2. Copy URL and place it from where you'd like to track data about leads redirected to the iClosed scheduler page (e.g. email, ad campaigns, YouTube video description ...).


Track Conversions

From Scheduled calls pages (Upcoming and Past calls)

  1. Apply filters using the UTM codes you want to track

Additionally, you will also be able to see UTMs collected for a specific call in the Scheduled calls page, by clicking on the call to expand all details.


From Global Data

  1. Navigate to Global Data menu

  2. Optional - Turn on UTM's columns in case you'd like to see the data

  3. Click on the "Add filter" button and select filters from the "Contacts"

  4. Hit "Apply filter" button


Learn more

Additional information and answers to the questions you may wanted to ask:

Do I need to create custom fields for UTM's?

  • UTM parameters are collected automatically, according to the setup.

  • There is no relation between UTM and custom fields.

  • UTM will be automatically pulled and also visible in the prospects Contact Card and Global Data.

  • Therefore, there's no need for creating custom fields for UTMs.


Is it possible to track UTM's from cookies?

Yes. we are collecting UTM's from cookies as well, from the website page where your scheduler embedded.


How to distinguish between the UTM parameters in Zapier?
And how to know which one is the source, medium, campaign, etc...

  • URL part before "?" = Event Link

  • URL part after event link is the UTM

When UTMs are collected, they will be automatically populated in Zapier or Make hooks in Key-Value pair after a call is booked:

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