How UTM Parameter passed by FlexiFunnels Optin Form (Lead Generation)?

Introduction

In digital marketing, understanding where your traffic comes from plays a vital role in optimizing campaigns and driving more conversions. UTM parameters are snippets of code added to a URL to track the performance of different marketing campaigns. With UTM links, you can monitor which channels, sources, or content are generating leads or sales, providing valuable insights for better decision-making.

In this guide, we'll walk you through the process of setting up UTM parameters with a 3rd-party tool—Zutrix. 

Note that while we use Zutrix here, it’s not an official recommendation, and you are free to use any alternative UTM builder that fits your needs.

What Are UTM Parameters?

UTM parameters are tags added to the end of a URL. These tags help you track the performance of a particular campaign by providing detailed insights about where the traffic is coming from. Here’s how they work with an example:

• Campaign Source (utm_source): Identifies the source of traffic (e.g., Google, Facebook).
• Campaign Medium (utm_medium): Identifies the marketing medium (e.g., CPC, banner).
• Campaign Name (utm_campaign): Describes the campaign name for identification (e.g., OctoberSale).
• Campaign Term (utm_term) [Optional]: Tracks specific keywords (e.g., “winter shoes”).
• Campaign Content (utm_content) [Optional]: Differentiates similar ads (e.g., “ad1,” “ad2”).
  
  

Example of a UTM link:
https://yourwebsite.com?utm_source=google&utm_medium=cpc&utm_campaign=octobersale&utm_term=wintershoes

Steps to Set Up UTM Tracking for Lead Forms

Step 1: Create a Webhook to Google Sheets

1. Follow the Lead Form Webhook Guide.
2. Please check this attached article- https://help.flexifunnels.com/support/solutions/articles/36000478568-how-to-send-the-form-data-to-google-sheets-without-using-the-3rd-party-tool
   

Step 2: Add Webhook to the Lead Form

• Integrate the webhook URL into the specific lead form where UTM tracking data needs to be collected.
  
   

Step 3: Use Zutrix to Build the UTM Link

• Open the Zutrix UTM Builder:
  https://zutrix.com/analytics-url-builder?gad_source=1&gclid=Cj0KCQiA67CrBhC1ARIsACKAa8SlwzIE7e-f9CMZNCVmOpR9eoWstlvn8DRx1cbb656Vq4Urm1gwVE8aAu1pEALw_wcB
  
  
• After opening this we have to add the published link to the page.

Step 4: Fill in the Campaign Information

Before generating the UTM link, input the following data:

• Campaign Source: Example: Google
• Campaign Medium: Example: CPC or Banner
• Campaign Name: Name that helps you identify the campaign (e.g., OctoberSale)
• Campaign Term (Optional): If targeting specific keywords, add them here.
• Campaign Content (Optional): Use this to differentiate similar ads (e.g., ad1, ad2).
  
  

Step 5: Generate the UTM Link

• Click the “Create Link” button in Zutrix to generate the UTM-enabled URL.

Step 6: Configure Lead Form to Pass UTM Parameters Forward

1. To ensure tracking continuity, configure the lead form to append UTM parameters to subsequent actions (e.g., thank-you pages or follow-up forms).
2. When a visitor submits the lead form, the UTM parameters will be passed to the thank-you page but will remain hidden from the URL visible to the user.

Example:

1. A visitor lands on the lead form with the URL:
   https://yourwebsite.com/leadform?utm_source=google&utm_medium=cpc&utm_campaign=sale.

2. After submission, the thank-you page will process and retain the UTM parameters but show a clean URL like:
   https://yourwebsite.com/thankyou.

3. However, the hidden UTM parameters will still be captured and recorded in the connected Google Sheets for accurate tracking and reporting.
   

Step 7: Test the UTM Link

• Use the generated UTM link in a test environment.
• Submit a sample entry through the option form to verify that the data flows correctly.
  
  

Step 8: Validate UTM Parameters in Google Sheets

• Check the connected Google Sheet to ensure the UTM parameters are captured as expected. This data will help you track which sources or campaigns are driving leads.

Use Cases of UTM Parameters

• Campaign Performance Tracking:
  UTM parameters help identify which marketing channels are driving the most traffic and conversions. For instance, you can determine whether a specific email campaign or Google ad led to a sale.
  
  

• A/B Testing for Ads:
  By using different UTM links for similar ads, you can compare performance and find which version resonates better with your audience
  
  

• Tracking Affiliate or Partner Referrals:
  If you collaborate with affiliates or partners, UTM parameters help you track which partners bring in the most traffic or sales, ensuring accurate commission payments and performance insights.
  
  
• Analyzing Social Media Impact:
  UTM tracking can reveal which social media posts or platforms (e.g., Instagram vs. Facebook) are driving the highest engagement and conversions, helping you refine your content strategy accordingly.