Adjust UTM Parameters

Out of the box, we include 5 pre-defined UTM Parameters as well as GCLID for processing URLs.

If you have created your own UTM Parameter (such as Ad Group), you will need to add details.

For each UTM Parameter, you can define:

  • URL Parameter Name: this is the name of the parameter in the URL itself.
  • Campaign Fieldname: if this Parameter is going to be used to try to find a Matching Campaign, define which Field on the Campaign Object stores the value that should be looked up.
    • This field should be Text, 100 characters in length
    • Be sure that the User has read-access to this field.
  • CampaignMember Fieldname: if you want the Touchpoint’s value to be stamped onto the CampaignMember record when it is created, specify the field's API Name
    • This field should be Text, 100 characters in length
    • Be sure that the User has edit-access to this field.
  • UTM Touchpoint Fieldname: define which field on the UTM Touchpoint object should store the value from the URL (if found).
    • This field should be Text, 100 characters in length
    • Be sure that the User has edit-access to this field.
  • Required for Campaign Match: At least 1 parameter needs to have this value checked (meaning ALL Campaigns to be used within this solution needs to have a value defined), though we highly recommend at least 2 parameters having a match.

To get started, from the UTM Touchpoints Configuration screen, click on Manage Settings. This will pop up a screen which allows you to make changes.

  • URL Parameter: the name of the param.
  • Required: whether this param is required when adding params to the Campaign
  • UTM Touchpoint Field: the field on the cflutm__UTM_Touchpoint__c object that will store the value of this param.
  • Campaign Field: (optional) used to match the Touchpoint to the Campaign.
    • Recommended: ensure fields are added to the Page / Page Layout.
  • Campaign Member Field: (optional) Allows the app to stamp Touchpoint values onto the  CampaignMember record when it is created.

Once configured, you can add UTM Parameters to Campaign records, allowing UTM Touchpoint records to find the right Campaign.

If your Campaigns already have UTM fields defined, you can configure the app to use your own fields instead of those packaged with our solution.