UTM Tags - where have your form users come from

Forms - adding UTM tags to forms

When using infoodle forms you can inject user data into form fields so that the user doesn't need to (their name, email address, tec), however when using forms for users who may connect to the form through different websites (for example Facebook) the form doesn't natively have a way of identifying the source.

The following is a process that could help provide this.

Create Custom Fields

Step 1 - create infoodle Custom Fields (type text) to store each of the UTM tags for each of the forms you want to add them to.

For information on Custom Fields, see: Custom Fields

To group the various UTM tags together on a contact's profile consider creating a specific Custom Field Tab to hold these new Custom Fields.

For information on Custom Field Tabs, see: Manage Tabs

Add the tags to your form

Step 2 - add the required UTM fields to the form you're intending to link to. By default these will be displayed on the form. To hide these from the user while they still remain on the form add settings to the form similar to the below:

For more information on Custom Fields, see: People Fields

Step 3 - To hide the field or fields on the form (which setting the field Only on approval form to Yes doesn't achieve) add CSS code (similar for each UTM field) similar to the following to the Form Settings - Additional CSS Code field:

Step 4 - Select the form Live view button and ensure that the UTM field isn't displayed

Testing

Step 5 - inject data into the form data fields and submit the form

Details on this process are described here: CSS Code (Advanced)

Step 6 - confirm the hidden UTM data is included in the form response and when approved, has been added to the profile of the form user

Reporting on use of the tags

To confirm that the UTM tag details have been added to all contact profile's you can generate reports that use the UTM tags as both Criteria and as Selected Fields that you require in your report.