Funraise can track UTM parameters and add UTM data to Transactions. This article describes how UTMs can be accessed in Funraise and what’s required on your website to track UTMs.
UTM values in Funraise represent the UTMs parameters you’ve added to your links that have led to an online Transaction. If you do not add UTM parameters to your links, you will not see UTM data in Funraise.
Learn more: What is a UTM parameter?
How UTMs can be utilized in Funraise:
UTM values on the Transaction Profile
When a Transaction with UTM data is created, the UTM values can be viewed on the Transaction Profile. UTM fields are not editable.
UTM Transaction Filters
You can filter Transactions by UTM values. This enables you to create Transactions Lists based on UTM values.
You can also map UTM values to Opportunities with the Salesforce integration.
IMPORTANT: What’s required to track UTMs with Funraise
Giving Form V2
Only transactions conducted through a Giving Form V2 can capture UTMs.
Funraise Embed Code must be loaded on the first page a user lands on
UTM Tracking requires that the Funraise Embed Code is loaded on the first page a user lands with UTM parameters in the URL. We recommend including the Funraise Embed Code in your page head across your entire site so that it’s loaded on each page. Learn more about the Funraise Form Embed Code.
Campaign Sites using a Giving Form V2 will track UTMs automatically
If you are using a Funraise Campaign Site with a Giving Form V2, UTMs will be captured without any additional configurations.
UTM persistence and cookie behavior
UTMs are stored in the users browser for a set period of time. This ensures that if a user visits your site using a link with UTM parameters, then navigates through several pages, or leaves and returns, before donating - the UTMs can still be captured and attached to this Transaction.
- UTMs are stored in a browser tracking cookie for 30 days
- The most recent UTM values are attached to a Transaction (newer UTM values will replace any existing browser stored values)
- UTMs are captured individually and not all UTMs need to be present to capture data. This means UTMs from multiple visits can be recorded with a single Transaction. To avoid mixing UTM values, we suggest always using the full set of UTM parameters (excluding