Automation from UTM events

Send2CRM can optionally capture UTM parameters. When enabled, parameters:

1. are recorded against each session

2. are automatically sent with form submissions

3. raise a UTM event each time they change

To save values against a Salesforce object (e.g. Lead), simply add them to the form mapping.

Marketing links

If you’re providing links with UTM parameters via email or other mediums, make sure to include the s2cid URL parameter for existing visitors. This will ensure the correct identification without any additional form submissions.

Create a Goal from UTM parameters

Create an Automation that tests Events, and configure it to apply the desired Goal (or other action).

Add two conditions:

1. Event type: “UTM”. This matches the events that Send2CRM creates automatically when UTM parameters are enabled. The event is generated each time any parameter changes.

2. Event raw data: match any of the five standard parameter names, i.e.:

   • utm_campaign

   • utm_content

   • utm_medium

   • utm_source

   • utm_term