Tracking UTM Campaigns in ServiceMinder

Overview

Understanding where your leads come from is essential to measuring marketing effectiveness and optimizing ROI. ServiceMinder supports UTM (Urchin Tracking Module) campaign tracking, enabling you to associate leads and revenue with specific digital marketing efforts—such as emails, ads, and social media posts.

ServiceMinder uses Channels as your primary lead source and organizes them into individual Campaigns. UTM parameters allow you to track which marketing activities are driving the most engagement, proposals, and closed sales.

What Are UTM Parameters?

UTM parameters are tags added to URLs that help you track the effectiveness of your campaigns in analytics tools. These values are automatically captured when a lead completes a form that includes a UTM-tagged link.

Here’s a breakdown of the UTM parameters you can track within serviceminder:

How UTM Data Works in ServiceMinder

When a contact submits a lead form containing UTM-tagged URL parameters, ServiceMinder will automatically try to match those values to an existing Channel and Campaign. This makes it easy to attribute leads to specific marketing efforts inside your account.

To enable this functionality, you'll need to configure UTM matching on your Channels and Campaigns.

Setting Up Channels and Campaigns with UTM Matching

1. Go to: Control Panel > Channels

2. Create or edit an existing Channel or Campaign

3. Fill in:

   • UTM Medium Match (matches against utm_medium)

   • UTM Source Match (matches against utm_source)

When ServiceMinder sees a form submission with UTM parameters that match your settings, it automatically attributes the contact to the corresponding Channel and Campaign.

Tip: You can use partial matches. For example, if utm_source=facebook, setting the UTM Source Match to facebook will trigger a match.

Where to View UTM and Campaign Data

Once captured, UTM tracking data becomes part of the contact’s record and is available in multiple areas:

• Contact Details: Under the Marketing/Sales Info section, you'll see the associated Channel and Campaign.

• Campaigns Page: Navigate to Campaigns from the top menu to view and manage your campaign performance.

• Reports: Use reporting tools to analyze:

  • Number of leads per campaign

  • Proposal and invoice revenue by source

  • Conversion metrics (e.g., proposals to sales)

• Grid Filters: Filter your Contacts grid by Channel or Campaign for more focused analysis.

Best Practices for UTM Tracking

• Use consistent naming: Standardize UTM values (e.g., utm_source=facebook, not FB_ads vs Facebook).

• Avoid spaces and capitalization: Stick to lowercase and use underscores or dashes.

• Test your links: Make sure they work and match your configured UTM values in ServiceMinder.