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How to manage utm parameter in D365 Makerting

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Posted on by 35

Dear everyone,

In marketing form, my customer want to get UTM parameters from URL to analyze the best channel.

Do you have any solutions?

Many thanks!

  • RE: How to manage utm parameter in D365 Makerting

    Hello Cofly,

    I am working on a similar task where I want capture the lead sources of the form submissions. However, I am able to get the utm's in form submission insights. Since it is in a url format I also appended the same value on the contact form in the URL field. I am trying to create a flow to separate the url and store each utm separately in different fields like utm_source should store the utm_source value from the url and so on. 

    Can you provide some step by step guide on how can I achieve this.

  • Ai Le Profile Picture
    Ai Le 35 on at
    RE: How to manage utm parameter in D365 Makerting

    Hi Clofly,

    I appreciate the solution you shared.

    I will study this you solution carefully.

    If needed, I ask you here.

    Thank you so much.

    Ai

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to manage utm parameter in D365 Makerting

    Hi Ai Le,

    As per my understanding, would you like to save UTM parameters with other basic information when form submitted?

    If so, currently you should add some javascript on your marketing page to achieve the requirement.

    1. Create custom UTM fields for Contact entity, add them as marketing form fields and hide them by default.

    2. Create a javascript on your marketing page, it'll capture UTM parameters in URL and append these data to corresponding fields.

    You can take this article as reference for how to capture parameters from URL and add the data to fields:

    https://www.terminusapp.com/blog/bet-you-havent-used-utm-parameters-like-this/

    Then run the custom function at afterFormLoad event(API from D365 marketing form):

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/marketing-form-client-side-extensibility#form-events

    3. There are several ways to store submission:

    • Create a custom entity, e.g: UTM Submission Record, add necessary fields such as Campaign Type ,Medium, Regarding Contact and Regarding Marketing Form.

    Then create a workflow for Contact entity, trigger it when record is created or updated, create a new UTM Submission Record from contact's context.

    • Enable "Store form submission" option to save all submission records:

    https://docs.microsoft.com/en-us/dynamics365/marketing/failed-submissions#choose-whether-to-keep-all-incoming-submissions-or-just-failures

    • Each submission will be available in Insights > Submission tab by default, (without any customization) there are two ways to export it:

    -> Connect your marketing application to Power BI to export:(You need to subscribe Azure blob for storage)

    https://docs.microsoft.com/en-us/dynamics365/marketing/custom-analytics

    -> If you had enabled 2020 wave 1 early access for your instance, then you can export Insights data to excel directly.

    Settings > Other settings > Feature switches:

    pastedimage1582516192028v1.png

    An excel button will display after we enabled the feature:

    pastedimage1582516258917v2.png

    Regards,

    Clofly 

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