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I want to link information on the source of incoming leads with Salesforce, CSV, and routing.
I want to link information on the source of incoming leads with Salesforce, CSV, and routing.
Updated over 11 months ago

The values can be linked by adding the UTM (Urchin tracking module) parameter to the link on the booking page.

Follow the steps below to build the link for tracking.

First define the UTM code to be added to the link.

UTM Source
This is where you label which site the booked meeting came from. For example, if you are running a campaign on Twitter, add "utm_source=twitter" to the link. The sample is Google.

Once you have determined the UTM code to use, after the booking page link, add "?" and add the UTM code separated by '&'.

https://www.jicoo.com/{Booking Page URL} ?utm_source=google&utm_medium=cpc&utm_campaign=summer%20promotion


UTM Linkage Destination

When UTM is set up, the following linkage and extraction is available.

  • Salesforce lead information

  • CSV export

  • Booking pages for routing destinations (when set as form URL)

※Only UTM Source can be linked to Salesforce.

※CSV can download the information set in UTM. Click here for details.

About Salesforce

When a booking is made from the above URL, the Source will be automatically linked to the lead information.

スクリーンショット 2023-01-30 14.02.28
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