topic Re: UTM Tracking & Reporting in Reporting & Analytics

UTM Tracking & Reporting

matt72 — Thu, 29 May 2025 20:51:21 GMT

Hey Folks,

We would like to compare data from our SMS send to our marketing email sends. We created (2) links with unique UTM data and are ready to send them to our subscribers. What we would like to do is compare the number of clicks, deals created and revenue created after we send out the links.

Question: Does anyone know or have resources that show how to create a report(s) that generate total number of clicks, total number of deals or total revenue generated from these links?

Any feedback, info, articles, videos or other resources is welcome.

Thanks,

Matthew

Re: UTM Tracking & Reporting

Jaycee_Lewis — Fri, 30 May 2025 04:48:22 GMT

Hey, @matt72 👋 Thanks for your post. Can you list out what reports you've already tried to create along with any screenshots? Sometimes seeing what didn't work can help our community members to better understand how they might help you solve this challenge. I found this post from @karstenkoehler that gives some basics on this topic.

Talk soon! — Jaycee

Re: UTM Tracking & Reporting

karstenkoehler — Fri, 30 May 2025 05:05:38 GMT

Hi @matt72,

On top of my earlier post that @Jaycee_Lewis shared (thank you!), here are some considerations:

If you need access to the exact utm parameters you specified in HubSpot tools, they need to be captured as hidden fields in a form submission. HubSpot doesn't surface them as list filters directly, so I'd recommend setting up utm_source, utm_content, utm_medium, utm_campaign, utm_term as contact properties, place them on the form, hide them, where they will capture the values if present: https://knowledge.hubspot.com/forms/pass-contact-property-values-with-hidden-form-fields
Parameters will only be capture on the page the contact lands on and will be stripped if they navigate somewhere else, unless you implement a Javascript with utm propagation across pages.
For the number of clicks, you'll be looking at the HubSpot traffice analytics or, if you're using Google or Adobe analytics, those tools: https://knowledge.hubspot.com/reports/analyze-your-site-traffic-with-the-traffic-analytics-tool – alternatively, you will of course also see submission data by utm parameters on the page analytics of that particular landing or website page, too: https://knowledge.hubspot.com/website-and-landing-pages/analyze-individual-content-performance
If you create the same fields on deals, you can use workflows to copy the parameter values from contact to deal – which in turn then lets you analyze how many deals were influenced by campaigns with those parameters: https://knowledge.hubspot.com/workflows/create-workflows
There are also attribution reports, with however less flexibility in report creation. These might solve all of your reporting needs out of the box, but I recommend playing around with them before you launch your campaign and looking at historic data and checking whether visualizations are satisfactory for you: https://knowledge.hubspot.com/reports/create-attribution-reports

Best regards!

Re: UTM Tracking & Reporting

matt72 — Fri, 30 May 2025 13:20:29 GMT

Thank you very much for these resources! I believe they will get us as close to our goal as possible.