UTM tags via messengers

UTM tags via messengers

Collecting utm tags through messengers is only possible in an explicit way, this is when the message body transmits the identifier of the client or order.

For example: a customer came from a search engine to our site by URL 

https://chatapp.online/?utm_source=yandex&utm_medium=poisk&utm_campaign=crm_zapros&utm_content=10261507513

&utm_term=%D0%B8%D0%BD%D1%82%D0%B5%D0%B3%D1%80%D0%B0%D1%86%D0%B8%D1%8F%

20%D1%81%20whatsapp&etext=2202.O9ZNbbe5MRfpXiS4opq4VIY7fiYutsGkIWgLVK_MBXhOi9sTdgEr

koB02fbHl1MScXZkbHBqYXlkZmpreHh1bQ.4cc10d487290690b3596189e327763d95ef56283

&yclid=4389842737044444036

utm tags

Widget's starting tex: Hi. My order number is CAkkPlDM0ER

utm tags

In this case, the mandatory identifier is a code CAkkPlDM0ER, by which the system detects all collected tags and stores them in the CRM (Bitrix24, amoCRM, etc.).

utm tags

Setting up a widget for the site

In the main left menu, go to the Widgets section.

When creating the widget, check the Send UTM tags checkbox.

In the start message of the messenger be sure to set the {clientId} parameter, this is the place of ID generation.

Tag collection is possible in messengers WhatsApp, Viber, Telegram bot. Examples of links for collecting utm tags:

  • whatsapp - https://chatapp.online/wa-redirect?phone=74952550620&text=Hello! My order number is {clientId}
  • viber - viber://pa?chatURI=chatapp&text=Hello! My order number is {clientId}
  • telegramBot - https://t.me/Chatapp_test1_bot?start={clientId}
utm widget

Standardized ( default) utm tags


Each entity has a standard set of standardized fields for utm tags:

  • utm_source - Advertising system (Yandex-Direct, Google-Adwords and others).
  • utm_medium - Type of traffic (CPC (ads), CPM (banners))
  • utm_campaign - Designation of the advertising campaign
  • utm_content - The content of the campaign (for example, for contextual ads)
  • utm_term - The condition of the campaign search (for example, contextual advertising keywords.)
     

Any utm tags.


If necessary, it is possible to save any necessary utm tags in the crm entity. It works through user fields.

The general principle is as follows (you need to create a custom field): ca_name_user_field < - tag_name.

This is very easy to set up for customers:

Go to CRM -> CRM Settings -> Forms and Reports Settings -> Custom Fields.

Then for the required entity (Lead, Deal, Contact, Company) click "Add field".

In the field adding form fill in the "Name" by the rule - ca_name_label. Example: ca_utm_test.

Click save.

Now if there is a utm_test tag - its value will be written in the ca_utm_test field of the crm entity card.

ca_ - This is a field prefix and is obligatory. You cannot do it without it.

 

What other labels are available in the widget by default (you can get them by creating fields in the crm)

  • widgetId - Id of the widget. Corresponds to user field ca_widgetId
  • clientId - Id of client. Corresponds to the ca_clientId user field
  • Referrer - Url - Where did the client go to the destination page from. Corresponds to the ca_referrer user field
  • Url - Url from where the client went to the messenger through the widget. Corresponds to the ca_url user field
  • Device - client's device (mobile|desktop). Corresponds to the ca_device user field
  • event - Event performed by client (click). Corresponds to the ca_event user field
  • Messenger - Client clicked on a messenger (icon). Corresponds to the ca_messenger user field
  • gaId - Code of the Google Analytics counter. Corresponds to the ca_gaId user field
  • ymId - Yandex.Metrika counter code. Corresponds to the ca_ymId custom field

 

Setting utm-tags in Bitrix24 entities


From ChatApp widget now you can get utm tags to crm entities.

Important for entities: Lead, Transaction, Contact, Company.

Setting tags to a specific card is done when receiving a message that contains tags (clienId).

Entity cards of those entities that the open line chat is currently associated with (connections are defined by the B24 rules) are tagged.

You can read about utm-tags in B24 here.

When you receive a message with tags, the presence of the same-name standardized tags will be checked. Accordingly, standardized tags will be saved in the standard fields of the crm entity.

Due to the fact that the tags are saved in standard fields, the end-to-end analytics of Bitrix24 becomes available to customers.

Standard and custom fields are also available in the crm-analytics of Bitrix24.

 

UTM tags in amoCRM


UTM tags are filled in the transaction, when an unassembled one is created:

utm метки в amoCRM

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