HubSpot Ideas

ZBlankenship

Dynamic UTM for Referral Program

I'm in the process of creating a referral program within HubSpot and think a dynamic UTM paramter would be incredibly helpful with associating referrals with the existing clients who referred them. 

 

This is how it would work:

  1. An email is sent out to a list of contacts and asking for them to share the linked landing page with potential referrals. The email would contain a tracking URL that has a dynamic UTM associated with a contact's HubSpot Record ID field ("www.example.com/record_id").
  2. When the URL is clicked by each individual contact, the UTM parameter updates to the existing contact's HubSpot Record ID. This way, whenever they share the URL with a potential referral, we would always know who referred them to us.
    • For example - if a contact named Joe Smith has a record id of 123, the url would be updated to "www.example.com/123". If tracking showed that a referral came in via this url, we'd know Joe Smith was the one who referred them.
  3. The UTM parameter could then be passed down to a HubSpot form using the method mentioned on this page: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/How-to-pass-UTM-parameters-to-HubSpot-fo...

If this is an already existing feature or capability of HubSpot, please let me know how I can go about setting it up! 

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