UTMs tracking

[Ebtihal]

Hi there, We have a landing page on HubSpot that contains a link to WhatsApp. Upon clicking it redirects users to Intercom where our SDR team qualifies clients. Once qualified the client is created in HubSpot (via APIs).
We have created a UTM link (URL tracking builder) on the landing page but we can't seem to track the source in HubSpot or intercom. Any suggestions and helps on how to keep track of the lead source would be appreciated.

[TomM2 · Accepted solution]

Hey @Ebtihal the UTM will pass a source to the tracking cookie when a visitor clicks this. If the visitor is created from a form submission on a tracked page after first visiting the site through this link, it will populate the source property. 

It sounds like you're creating these via the contact creation api is this the case? IF so this will not pass a tracking cookie and thus will not have source tracking attribution on it. You would need to create the contact via a HS form or via the forms api. Without the tracking cookie there would be no way to track the source of the contacts. If they're created prior to submitting a form with a tracking cookie, then it wouldn't update the source if this happened after they were first created. 

Depending on your api, it might also be worthwhile to check if you can pass a custom property for source to the contact record, something to denote that it is a whatsapp source which you could use to create a list or reports off of going forward. 

[TomM2 · Accepted solution]

Hey @Ebtihal the UTM will pass a source to the tracking cookie when a visitor clicks this. If the visitor is created from a form submission on a tracked page after first visiting the site through this link, it will populate the source property. 

It sounds like you're creating these via the contact creation api is this the case? IF so this will not pass a tracking cookie and thus will not have source tracking attribution on it. You would need to create the contact via a HS form or via the forms api. Without the tracking cookie there would be no way to track the source of the contacts. If they're created prior to submitting a form with a tracking cookie, then it wouldn't update the source if this happened after they were first created. 

Depending on your api, it might also be worthwhile to check if you can pass a custom property for source to the contact record, something to denote that it is a whatsapp source which you could use to create a list or reports off of going forward. 

[franksteiner79 · Accepted solution]

Hi @Ebtihal 

+1 on @TomM2 suggestion of the forms api.

In addition, have you considered using the Intercom integration in HubSpot?

Not sure to what extend "original source" properties are being passed on by the integration, but could be worth looking into.

Thanks

Frank