Right now, you can only mark where a client came from with a single field – Ad campaign. It shows which promotion worked, but not which channel brings in clients overall: search, social media, email, or word of mouth. That's why we're switching to UTM parameters – the standard way to track where your clients come from. It's used by Google Analytics, Meta Ads, and telephony services.
New UTM parameters
UTM source – where the client came from: Google, Facebook, Instagram, a flyer, friends.
UTM medium – how the client reached you: search, paid ads, social media, email, offline.
UTM campaign – a specific promotion or ad campaign, e.g., a Black Friday sale.
You can select these parameters from a list manually or get them automatically – more on that below. The system will also store additional data from integrations, such as the keyword the client searched for before clicking the ad or the page they came from. You don't need to fill this in. If this data is available, you'll see it on the card.
What happens to the Ad campaign field
Your data isn't going anywhere. Instead of the Ad campaigns section in Settings → Marketing, there will be three: UTM source, UTM medium, and UTM campaign.
Entries without an active period will stay in the UTM source section, and nothing will change on the cards where they're already selected.
Entries with a set active period will move to the UTM campaign section, along with their values on cards.
UTM medium is a new section. We'll add default values to it and to UTM source so you can get started right away.
Where you'll see the changes
Cards for contacts, inquiries, orders, and sales: the Ad campaign field will be replaced by Marketing source (UTM). There, you can select parameters and view additional data, if available.
The Ad campaigns report in Reports → Marketing will become UTM analytics, with filters and columns by source, medium, and campaign.
Import and export files: separate columns for each parameter instead of a single Ad campaign column.
How parameters get into the system
Automatically from telephony. If your connected telephony service passes call parameters, they'll be recorded automatically, and new values will appear in the settings.
From the original card. An order created from an inquiry gets the inquiry's parameters.
A contact's first source. A contact gets the parameters of their first call.
Recorded parameters don't change automatically: neither new calls nor changes to other cards will overwrite them. You can only change them manually.
After the release, we'll update this article with more details and links to setup guides. If you have questions about the upcoming changes, please reach out in the support chat – we'll be happy to help.