How To Enable and Use the Campaign Tracking Add-on

With the Campaign Tracking add-on, you can directly attribute each submission you receive to a campaign you’re running. This Add-on is available for purchase on certain paid subscription Plans. To make sure this works properly you'll need to first add the Formstack Site Tracking code to your site's global header. Instructions on how to do that can be found here.

Choose the form you’d like to add the plugin to and go to the “Conversion Kit” tab, then click "Add” next to “Campaign Tracking."

Screenshot_2019-06-28_16.31.57.png

Now, select which data you’d like to include in the Form’s submission table. Check off the boxes next to the Campaign parameters.

 

Screenshot_2019-06-28_16.32.35.png

Doing so automatically adds hidden fields to your form to collect the campaign information from your URL.

Screenshot_2019-06-28_16.48.13.png

Next, create your URL with campaign parameters (Check out Google’s handy URL Builder) and publish it. 

Here is an example URL: https://colin.formstack.com/forms/newslettersign_up?utm_source=google&utm_medium=marketing&utm_campaign=test

 

(This can be the link to the Formstack-hosted form, to the page where your form is embedded, or to your homepage (as long as the site tracking code is enabled).

 

Note: This plugin will not work if the form is embedded using an iFrame.

 

Test the form by visiting the form at the campaign link, fill out and submit it, then view the submission data in your Formstack account. You’ll see the campaign parameter information from the URL has automatically filled in each of the hidden fields with the identifying information for your records. You can now see which submissions came from which campaigns you’re running.

 

Sending this data to your CRM

You'll most likely want to send this data to your CRM, so you'll need to do the following: 

1) Add fields within your CRM record to handle the UTM parameter data.

2) Refresh your CRM integration fields in Formstack so the newly created fields show up.

3) Map the hidden UTM parameter fields on your form to the new fields in your CRM integration.

 

 

Was this article helpful?
0 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.