f you’re running marketing campaigns and using Folk as your CRM, you’ve probably wondered how to connect the dots between your UTM links and the leads that land in your pipeline.
That’s where SourceLoop.ai comes in.
In this guide, we’ll show you how to track UTM parameters in Folk CRM.
Let’s dive in.
4 Easy Steps to Track UTM Parameters in
Folk CRM
Here are 4 simple steps to capture UTM parameters in Folk CRM:
1. Install SourceLoop.ai on Your Website
Start by adding SourceLoop.ai. a free UTM tracking tool, to your site.
All you do is:
- Sign up for a free account at SourceLoop.ai.
- Add the tracking script to your site’s header (or use Google Tag Manager)
Once added, it automatically captures the campaign info, landing pages, timestamp, and other details of website visitors.
Example:
Let’s say you’re running an online course business.
You create a Facebook ad promoting a free course preview:
One of the user clicked on your Facebook ad link:
https://yourcourse.com/preview?utm_source=facebook&utm_medium=paid&utm_campaign=free_preview
SourceLoop will automatically capture:
- Channel: Paid Social
- Channel Drilldown 1: Facebook
- Channel Drilldown 2: free_preview
- Channel Drilldown 3: non_branded_ads
- Landing Page: https://yourcourse.com/preview
- Lastseen: May 04, 2025
2. Tag Your Links with UTM Parameters
If you want to know where your leads are coming from, you need to tag your links.
A tagged link includes short labels (called UTM parameters) that tell you where the visitor clicked from, what channel it was, and which campaign it was part of.
Here’s the difference:
A basic link:
https://yourwebsite.com/signup
A UTM-tagged link:
https://yourwebsite.com/signup?utm_source=facebook&utm_medium=paid&utm_campaign=summer_offer
You should tag links in any link that you share online such as in ads, emails, social post, and even your email signature.
Resources: How to Create UTM Codes to Track Your URLs
3. Add Hidden Fields to Your Lead Form
Once SourceLoop is tracking your visitors and your links are tagged with UTM parameters, the next step is making sure that data gets captured when someone submits a form.
That’s where hidden fields come in.
Hidden fields are form fields that users don’t see, but they quietly collect valuable tracking info.
Most popular form tools—like JotForm, Calendly, WPForms, Gravity Forms, Tally, Contact Form 7, and others let you add hidden fields with just a few clicks.
Recommended hidden fields value that SourceLoop.ai supports:
| Hidden Field | What It Tells You |
|---|---|
channel | Traffic category (Paid Search, Organic Social, Email) |
channeldrilldown1 | UTM Source (Google, LinkedIn, Newsletter) |
channeldrilldown2 | UTM Campaign (e.g., “black_friday_offer”) |
channeldrilldown3 | UTM Term or Ad Group (optional keyword/segment) |
landingpage | Page they landed on during this visit |
landingpagefolder | Folder/category of the landing page |
lastseen | Date and time of the latest visit |
Optional: Capture First-Touch Attribution Data
Not every lead converts on their first visit.
Maybe someone discovered your site through a blog post last month, clicked a retargeting ad today, and now they’re ready to get in touch.
If you only capture the latest (or “last-touch”) source, you’ll miss the original channel that actually introduced them to your brand.
To track first-touch attribution, just add a few extra hidden fields to your lead forms:
| Hidden Field | What It Captures |
|---|---|
first_channel | Original traffic type |
first_channeldrilldown1 | Original source (e.g., LinkedIn, Email) |
first_channeldrilldown2 | First campaign they saw |
first_channeldrilldown3 | First keyword or targeting info |
first_landingpage | The first page they visited |
first_landingpagefolder | The section of the site they started from |
firstseen | The first date they visited your site |
4. Send UTM Data into Folk CRM
That’s it.
When someone fills out the form, these hidden fields grab the UTM data captured by SourceLoop and send it along with the contact’s name, email, and other details.
What You Can Do with UTM Data Inside Folk CRM
Once UTM data is flowing into Folk CRM, you unlock a lot of new ways to organize your contacts, understand where leads are coming from, and improve your follow-up.
1. Know Where Every Lead Came From
When someone fills out a form on your site, UTM data shows exactly how they found you.
You’ll be able to see things like:
- Did they click on a Google Ad?
- Did they come from a LinkedIn post?
- Were they referred from another website?
- Did they come through an email campaign?
This information is saved inside Folk CRM under each contact, so your team never has to guess again.
2. Personalize Your Follow-Ups
When you know how someone found you, your follow-up emails can be way more relevant.
Instead of:
“Hey there, just checking in…”
You can say:
“Thanks for signing up through our Spring Promo—here’s a quick demo based on what you saw.”
This kind of personal message increases the chance they’ll reply or take the next step.
3. Filter and Group Contacts by Campaign or Channel
UTM fields make it easy to organize your contacts.
You can create groups or filters in Folk CRM based on:
- Campaign name (e.g.
utm_campaign=product_launch) - Traffic source (e.g. Google, Facebook, Newsletter)
- Marketing channel (e.g. Paid Ads, Organic Social, Email)
Example:
Want to follow up with people who came from your “Spring Promo” campaign? Just filter contacts by that UTM campaign name and you’ve got your list.
4. Create Reports That Show What’s Really Working
UTM data helps you figure out which marketing efforts are actually bringing in good leads.
In Folk CRM, you can create custom views and export contact data to see:
- How many leads each campaign brought in
- Which channels led to the most conversions
- Where your highest-quality leads are coming from
This helps you spend your marketing budget more wisely.
5. Track Long-Term Value by Source
Not all leads are equal.
Some might convert quickly but spend less. Others might take time but become high-paying customers.
With UTM data in Folk CRM, you can track how valuable your contacts are based on where they came from.
Example:
- Leads from webinars = $5,000 average value
- Leads from social ads = $1,200
- Leads from organic blog = $3,500
Over time, this shows you which sources bring in your best customers—not just the most.
