You can create a tracking pixel in Lawmatics to automatically assign new leads to your marketing sources and campaigns. This is particularly useful for landing pages and other online advertisements.
There are a few steps needed to set up this automatic tracking. First, you will want to make sure that you have placed the UTM source/campaign codes in your various marketing sources and campaigns on the marketing settings page.
Each time you create a new source in your Lawmatics account (found on the marketing settings page), you will see the window shown below.
The field labelled URL Params Match Value (UTM_Source) is where you will paste or type in the UTM Source code.
If we are also adding a campaign within this source for the specific ad campaign, then in that box we would enter the UTM campaign from the URL for your landing page.
After you have populated your various UTM codes onto the marketing settings page, you have one more step to allowing Lawmatics to automatically track the UTM of leads coming from these online ads. You will need to place a Lawmatics tracking pixel in the code for your website, so that we can read the UTM source and campaign of your incoming leads.
To generate a tracking pixel, go to settings > tracking settings. If you have not yet added in your site, you will click the button highlighted below to add your firm's website.
Feel free to add multiple websites if your firm has more than one. You will then click the eyeball icon, shown on the right side above, to view and copy the tracking pixel.
Click the copy button to easily copy your snippet, and then paste it into the code for your website. This step is done outside of Lawmatics, with whatever provider you use to host your website. Ideally you will want to paste the code on the same page where you have your contact us form embedded.
This snippet will not add anything visual to your site, it will simply be used for that UTM tracking in the background. Once you have all of these steps in place, then when a lead clicks on an online ad, is brought to your website, fills out your contact form, and enters Lawmatics, we will be able to automatically assign the source and/or campaign for that lead according to their UTM code.
Do I need to include the tracking pixel on my site for tracking UTM codes?
Yes, this is an essential step for this automatic tracking to work. We will not be able to read the UTM codes of your incoming leads if you do not have the tracking pixel on your site. If you are not trying to track your sources using UTM codes, then you do not need the tracking pixel.
Is there a way to have sources automatically assigned without using UTM codes?
Yes, you can always use a Lawmatics automation to auto-populate a source and/or campaign for a lead. However, this gets tricky if you cannot easily differentiate which source the lead came from. For example, if you are able to use a different form for each of your sources then you can easily attribute the proper source to the proper form, but if all of the leads are funneling to your website and filling out one form, then the source can't necessarily be assigned using a Lawmatics automation, so UTM codes are your best bet.