In this video, Dr. UTM explains how to track UTMs in WordPress Gravity Form and pass all the information to your favorite CRM, such as HubSpot, Zoho, or Keap (via Zapier Webhook)
It starts with how to build and embed the Gravity Form in the Elementor page builder. After that, it shows how easily (one-click) UTM fields are added to multiple Gravity Form instances automatically. And finally, it breaks down how the plugin works and keeps the data from page to page even though the UTMs are not in query arguments. Dr. UTM also demonstrates how one can track leads in incognito mode with privacy enabled browser (Safari) and IOS 14.
This video is the most comprehensive step-by-step tutorial demonstrating how to integrate UTM tracking in real life for Gravity Form.
Some important highlights:
00:00 List of plugins installed
00:30 Embedding Gravity Form as a shortcode
00:37 Adding the UTM fields as hidden parameters into the multiple-form instances automatically
01:00 Best practice: How to avoid adding duplicated fields in Gravity Form
03:00 Simulating direct traffic (no UTMs) and testing how the tracking works
03:10 Proof #1 that the tracked data are passed to the admin email
03:30 Simulating paid ads and testing how the tracking works
03:50 Seamlessly passing UTMs page to page
04:16 Proof #2 that the UTM data are passed to the admin email
05:00 Proof #3 that the more UTM data are passed to the admin email
05:20 Tracking Social Media, Referrer, and Organic Traffic in WordPress Gravity Form
07:15 Proof #4 that the organic data are passed to the Zapier
07:25 Tracking in privacy-enabled devices, including Incognito, Safari, and IOS 14, using Gravity Form
08:23 Proof #5 that the privacy-enabled browser can still be tracked
10:06 Sending Lead Data from WordPress Gravity Form to your favorite CRM such as HubSpot, Zoho, Keap, Active Campaign, and more (via Zapier Webhook)
10:25 Creating a Webhook in Zapier
11:05 Proof #6 that the UTMs are passed to the Zapier
For more information about UTM and what you can do,
please visit our website
https://utmgrabber.com
About the instructor:
Haktan Suren (Dr. UTM) is the original developer of HandL UTM Grabber and has dedicated his entire life to lead tracking and data analytics. He started his programming journey in high school and has developed several applications for marketers throughout his career. He is a big supporter of open-source and enjoys contributing to the open-source community sharing valuable tips in his blog, and developing applications. He has Ph.D. in data science.
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