📖 Description

• Movegistics 5.0 now supports UTM (Urchin Tracking Module) tracking, empowering moving companies to measure the true performance of their marketing campaigns — directly inside your CRM.
• With this update, Movegistics can now automatically capture, store, and report UTM parameters (Source, Medium, and Campaign) from third-party lead API integrations. This enables you to know exactly which marketing channels and campaigns are generating high-quality leads and bookings.

⚙️ Where to Find It

Settings > General > UTM Configuration
You can now add, edit, or delete:

• UTM Source – e.g., Google, Facebook, Referral
• UTM Medium – e.g., CPC, Email, Social
• UTM Campaign – e.g., Summer Sale, Black Friday
  

You can also link these UTM values with Lead Sources for better lead attribution when the lead is created manually.

💡 Why this matters

• Track ROI Effectively: Know exactly which ad campaigns or sources bring in the most leads.
• Optimize Marketing Spend: Identify high-performing channels to allocate your budget wisely.
• Improve Sales Follow-ups: Sales teams can personalize communication based on the lead’s origin.
• Measure Conversions End-to-End: From lead to booked job, track campaign success effortlessly.

🛠 How it works

1. Capture UTM Parameters:
   When a lead is captured from a third-party lead API, Movegistics automatically captures the UTM Source, Medium, and Campaign values embedded in the lead URL.
   Example:
2. • utm_source - Identifies the traffic source (e.g., Google, Facebook, Newsletter).
   • utm_medium - Identifies the marketing medium (e.g., CPC, Email, Referral).
   • utm_campaign - Identifies the specific campaign name (e.g., Spring_Sale).
     
     "utm_source": "source1",
     "utm_medium": "medium1",
     "utm_campaign": "campaign1"
     
3. Auto-Mapping with Leads and Work Requests:
   The captured UTM data is stored with the Lead record and carried forward automatically to Work Requests, maintaining full marketing traceability from inquiry to booking.
   
4. Third-Party Integration Support:
   Settings > Marketing > Third-party lead
   UTM parameters can also be sent via API from third-party lead forms or integrations (like Facebook Ads, Google Ads, etc.). Even if your settings don’t have a pre-defined mapping, Movegistics will still store and display the received UTM values.
   
5. Filtering and Reporting:
   You can now filter and analyze leads by UTM Source, Medium, or Campaign to see which channels and campaigns drive the most conversions.

🚀 Example Use Case

You’re running a Google Ads campaign called “Holiday Move Special.”

When someone clicks your ad and fills out your lead form, Movegistics will automatically capture:

• Source: Google
• Medium: CPC
• Campaign: Holiday Move Special
  

Your marketing dashboard can now show exactly how many leads and booked moves came from that campaign.

📊 Coming Soon

We’ll be adding UTM-based filters and widgets to dashboards for real-time visual insights on campaign performance.


📩 Need help?

Email us at [email protected] and we’ll walk you through it.

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