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.
What’s required to track UTMs
UTMs can be tracked through a Giving Form embedded on your website, a Funraise Giving Page, or through a Funraise Campaign Site.
For Giving Forms embedded on your website
Your Funraise Aware Code must be loaded on the page a user lands on with UTM parameters in the URL. Learn more about the Giving Form embed code (advanced).
For Funraise Campaign Sites
Funraise Campaign Sites track UTMs automatically, without any configuration needed.
For Funraise Giving Pages
Funraise Giving Pages can track UTMs automatically, without any configuration needed.
UTM persistence and cookie behavior
UTMs are stored in the user's 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
utm_term):utm_source,utm_medium,utm_campaign,utm_content.