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How to add UTM Parameter Tracking to Gravity Forms

Step 1: Understanding UTM Parameters

  • What are UTM Parameters? UTM (Urchin Tracking Module) parameters are query parameters used to track the effectiveness of online marketing campaigns across traffic sources and publishing media. They are added to URLs to capture campaign data as visitors interact with a website.

Step 2: Setting Up a New Form in Gravity Forms

  1. Navigate to Gravity Forms: Access the dashboard of your WordPress site and navigate to the Gravity Forms section.
  2. Create a New Form: Click on “New Form” and choose to create a blank form.
  3. Name Your Form: Title your form, such as “UTM Testing,” and select “Create Form.”

Step 3: Configuring Form Fields

  1. Add Basic Fields: Insert necessary fields like “Name” and “Phone Number” which you’ll collect from users.
  2. Add a Hidden Field for UTM Parameters:
    • Click to add a new field, selecting the “Hidden” field type.
    • Name the field according to the UTM parameter you are tracking, for example, “UTM Campaign.”
  3. Enable Dynamic Population:
    • In the field settings under “Advanced,” check the option to “Allow field to be populated dynamically.”
    • Set the parameter name (key) to match the UTM parameter, such as “utm_campaign” (notice the lowercase, it must match the query parameter exactly)

Step 4: Deploy the Form on a Page

  1. Create a Testing Page: Go to the Pages section of WordPress, create a new page, and name it (e.g., “UTM Testing Page”).
  2. Insert the Form: Use the Gravity Forms block or shortcode to add your newly created form to the page.
  3. Publish the Page: Once the form is added, publish the page.

Step 5: Testing UTM Tracking

  1. Visit the Testing Page: Navigate to your UTM testing page to view the form.
  2. Test with UTM Parameters: Append UTM parameters to the page URL in the format: ?utm_campaign=testCampaign.
  3. Submit the Form: Fill out the form and submit it to see if the UTM parameters are captured.
  4. Verify UTM Data: Go back to the Gravity Forms entries section to ensure that the UTM data is being recorded with form submissions.

Step 6: Additional UTM Parameters

  • Repeat for Other Parameters: If needed, add additional hidden fields for other UTM parameters like “utm_source” and “utm_medium.”
  • Customize as Needed: Depending on campaign requirements, you may also include parameters like “utm_term” and “utm_content.”

Conclusion

By following these steps, you can effectively integrate UTM tracking into any form created with Gravity Forms, enabling detailed tracking of campaign performance and visitor interactions.