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I want to link information on the source of lead inflow to Salesforce and CSV.
I want to link information on the source of lead inflow to Salesforce and CSV.
Updated over a week ago

UTM (Urchin tracking module) parameters can be added to the link on the booking page to link to Salesforce lead information.

Follow the steps below to build the link for tracking.

First define which UTM code will be added to the link.
Only UTM Source can be linked to Salesforce.

CSV is available to download the information you set up in UTM. Click here for more details.

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


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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