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UTM tracking lets SuperOffice capture the source, medium, and campaign that generated a lead. This setup ensures that every form submission can be traced back to the marketing activity that drove it. You need to complete a one-time setup (by an administrator or web developer) and perform a few recurring steps for each campaign.

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Step overview

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  1. Enable UTM data transfer

Who: Administrator When: One time Enabling UTM data transfer lets SuperOffice collect information about where visitors came from when they submit a form. The data becomes available on both the contact card and form submission records.
  1. Go to Settings and maintenance > Marketing.
  2. Turn on Enable UTM data transfer on form submissions. The Marketing preferences page in SuperOffice Settings and maintenance, showing the option to enable UTM data transfer on form submissions and instructions for adding a UTM tracking script and campaign parameters. -screenshot

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  1. Add the UTM tracking script to your website

Who: Web developer or person managing your website When: One time This script enables persistent tracking. It listens for UTM parameters in the URL and stores them temporarily in the browser, so even if a visitor browses several pages before submitting a form, the first touch data is still recorded.
  1. Copy the script below.
  2. Paste it into your website’s code directly after the <head> tag.
  3. Publish the updated page.
Without the script, UTM data is still captured for direct form links but not for visitors who navigate between pages before submitting.

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  1. Create UTM-tagged campaign links

Who: Marketer When: For each campaign UTM parameters identify where your visitors come from, and how they engage with your campaigns. You can add these parameters manually or use a UTM builder tool.
Use the SuperOffice UTM builder for form pages or Google’s Campaign URL Builder to generate consistent campaign URLs and reduce manual errors. Standard parameters: utm_source, utm_medium, utm_campaign, utm_term, utm_content For descriptions and naming conventions, see UTM parameters.

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  1. Apply the tagged URL in your campaigns

Who: Marketer When: For each campaign Use the tagged link wherever you promote your campaign, such as:
  • Blog call-to-action buttons
  • Email newsletters
  • Facebook ads or retargeting
  • Google Ads
  • LinkedIn posts

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  1. Publish your form correctly

Who: Marketer When: For each campaign SuperOffice can capture UTM data whether your form is embedded on your website or hosted by SuperOffice.
Do not link directly from your website to a SuperOffice-hosted form, as UTM tags will be lost between pages.

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  1. Test and verify the setup

Who: Marketer When: After initial setup and before each new campaign
  1. Click one of your campaign links.
  2. Fill out and submit the form.
  3. Open the new contact card in SuperOffice.
  4. Confirm that the source, medium, and/or campaign fields contain data.
If data is missing, check that:
  • The tracking script is correctly installed.
  • The UTM parameters are spelled and formatted properly.
  • The browser cookies are not blocked or cleared between visits.

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  1. Analyze and visualize results

Who: Marketer When: After each campaign Once data is captured, you can measure performance in dashboards and reports.
  • View new leads by first touch source (which channel generated traffic).
  • View new leads by campaign (which campaign generated conversions).
  • Build a dashboard tile showing new leads by source, medium, or campaign for the current year.
Learn more about dashboards in Marketing dashboards and reports.