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.
Step overview
- 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.
-
Go to Settings and maintenance > Marketing.
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Turn on Enable UTM data transfer on form submissions.
- 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.
- Copy the script below.
- Paste it into your website’s code directly after the
<head> tag.
- 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.
- 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.
- 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
- 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.
- Test and verify the setup
Who: Marketer
When: After initial setup and before each new campaign
- Click one of your campaign links.
- Fill out and submit the form.
- Open the new contact card in SuperOffice.
- 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.
- 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. 
