We're often asked how Gecko can be used to assist in tracking the journey a student takes in reaching your form and hitting the submit button. This guide is designed to run you through the theory, setup and analysis!
Tracking where users of your forms have come from is incredibly useful data to have. Consider the huge range of sharing options that you have for your form. You may be doing one, some or all of the below:
- SMS'ing students a link to your form.
- Emailing a link to your form.
- Broadcasting a link to your form.
- Embedding your form on a landing page.
- Embedding your form on your website.
- Sharing the link to your form on Facebook.
- Tweeting the link to your form on Twitter.
- Embedding the link to your form in a digital advert.
- Printing the QR code to your form and taking it to an event with you.
From a marketing perspective, understanding what percentage of your responses have come from each marketing source is crucial. It allows you to make informed decisions about future communication plans.
Gecko can track not only the above but obtain information on as granular a level as is required. Want to know the % of responses that came in from the third email of a email campaign? How about knowing how many students responded to your fifth Facebook post?
All of this can be achieved by simply changing the URL of your form, and using the Gecko inbuilt Form Dashboard.
Setting up UTM tracking is simple and involves two main steps: configuring your URL and setting up your Form Dashboard.
Configuring your URL
To begin, find the form that you'd like to start sharing (and tracking submissions for). Head to its Share tab and copy the Webform Link. Your URL will look something like this:
Now, let's say we wanted to share this link to our form in two different places - via a Facebook post letting our followers know that we've got a new form to fill in, and also in an email, with a call to action of asking users to to complete our form.
All we'd have to do to be able to track which route (either Facebook or email) people have taken to complete our form would be to change the URL as follows:
If we now included the Facebook link in our post on Facebook, any students who completed our form would also submit the UTM information that they'd come from Facebook. Likewise, if we shared the email link in our email, any students who completed our form would also unknowingly submit that they'd clicked the link only accessible via my email.
This method can be extended for even more complex UTM information. Gecko can track up to five different UTM tags at any given time:
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
Returning to our email example for a moment, let's say we wanted to make use of some more UTM tags:
Users clicking the above link and submitting a response to our form also include the information that they've come from:
- The UTM Source - email
- The UTM Medium - event_mailshot
- The UTM Campaign - open_day_2019
- The UTM Term - domestic_students, and
- The UTM Content - email_3
At a glance, we know how we've reached this person, which targeting campaign they've been part of, which event we're advertising, which segment of our students they belong to and, also, which email has prompted them to fill in our form.
Once you've decided what you want to track and have set up the URL's you're going to share, all that's left to do is to get your Form Dashboard ready so you can sit back and watch your UTM information come rolling in.
Navigate to the form whose link you've shared and click Actions > Form Dashboard.
On your dashboard, click Actions > Add Widgets. In the search bar, search for UTM and add any of the UTM tracking widgets.
We'd also recommend adding the Impressions grouped by Referer and Conversion Rate widgets. Now, any time a response to your form comes in, you can check the dashboard to see how and where your form traffic is coming from.
It's worth noting that this method can be applied to webforms, embedded forms and QR codes.
Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.