Are you using UTM parameters in your marketing campaigns but not able to capture UTM values inside your EngageBay CRM?
In this guide, I’ll show you how to use SourceLoop.ai to configure utm tracking in EngageBay CRM in simple steps.
Let’s dive in!
4 Easy Steps to Track UTM Parameters in EngageBay CRM
Here are 4 simple steps to capture UTM parameters in EngageBay CRM:
1. Add SourceLoop on Your Website
Sign up for a free account at SourceLoop.ai.
Once signed in, get your unique tracking code and add it across all pages of your website.
All website CMS platforms like WordPress, WIX, SquareSpace, and Shopify make it super simple to add extra code snippet in the header section of website to automatically load it across all pages of the site.
Now, SourceLoop.ai will start collecting the UTM values of users visiting your website, organize them into easy-to-understand marketing attributes, and store them in browser cookies.
Example:
Let’s say Tesla is running an Instagram Story ad promoting their new Cybertruck.
When a user swipes up on the ad visit Tesla website, SourceLoop organize & store data like this:
- Channel = Social
- Channel Drilldown 1 = Instagram
- Channel Drilldown 2 = Cybertruck Launch Campaign
- Channel Drilldown 3 = Story Ad
- Landing Page = www.tesla.com/cybertruck
- Landing Page Folder = cybertruck
- Last Seen = May 25, 2025
2. Add UTM Parameters to Your Links
Next, ensure every link you share in ads, emails, banners, and affiliate campaigns is tagged with UTM parameters.
You should add UTM tags to:
- Paid search ads (Google Ads, Bing Ads, etc.)
- Paid social ads (LinkedIn, Instagram, Facebook, Twitter/X)
- Email campaigns
- Banner/display ads
- Affiliate campaigns
- Social media post
- Guest blog post
Example of a link with UTM parameters:
https://yourwebsite.com/signup?utm_source=tiktok&utm_medium=paid&utm_campaign=brand_campaignResources:
- Setting up UTM tracking in Google Ads
- How to Use URL Parameters for Facebook Ads Tracking
- Implementing UTM Parameter Templates on LinkedIn Ads
- Implementing UTM Parameter Templates on TikTok Ads
3. Add Hidden Fields to Your Lead Form
Now it’s time to connect the dots.
Modify your lead capture forms by adding hidden fields that can quietly collect the UTM data without end user seeing those fields.
Here are the hidden fields you should add in your form to capture full set of attribution data:
- channel
- channeldrilldown1
- channeldrilldown2
- channeldrilldown3
- landingpage
- landingpagefolder
- lastseen
Most form builders (like Contact Form 7, Webflow, Gravity Forms, and Jotform) make adding hidden fields a simple drag-and-drop action.
Optional: Capture First-Touch Attribution Too (Highly Recommended for B2B)
For businesses where sales cycles are long and users visit multiple times before booking a meeting or filling lead form, capturing first-touch attribution is critical.
Here are 7 other.hidden fields you can add to receive the attribution data of a user’s first visit to your site.
- first_channel
- first_channeldrilldown1
- first_channeldrilldown2
- first_channeldrilldown3
- first_landingpage
- first_landingpagefolder
- firstseen
This dual tracking lets you distinguish between how a user first discovered you versus how they eventually converted.
4. Watch UTM Data Flow Seamlessly Into EngageBay CRM
Once everything is in place, you’re ready to see the magic happen.
As users fill out your lead forms or book a meeting, SourceLoop.ai captures the UTM data and passes it into your EngageBay CRM records.
With lead source data within EngageBay CRM, you can:
1. Create Leads Reports and Dashboards
You can create intelligent reports that indicate where your leads are originating from.
That means you can see which ads, emails, or websites are sending you the high quality leads.
2. Spend Your Marketing Money Smarter
You will no longer spend money on ads that don’t get great results.
Because you know which marketing campaigns get the best visitors, you can stop spending money on bad campaigns and allocate more budget on high performing campaigns.
This will help you get more customers without having to spend more.
3. Help Your Sales Team Talk Smarter
Your salespeople can view where that individual came from and what he was interested in when a new lead arrives.
Then the salesperson can speak about things that individual already cares about, rather than making assumptions.
