How the lead source tracking works
1.Every time the tracking code redirects a potential customer to your website, two URLs will be written to the cookie files:
•URL of the website the user was redirected from (referrer)
•Redirection URL containing tracking parameters (for example, UTM marks).
2.When a potential customer populates the form on your website landing page, the information about the referrer and the redirection URL will be sent to Creatio. The system will analyze the URLs and identify the lead channel and the source website.
3.After the customer completes the landing page form, the URL analysis result will be displayed on the lead page automatically generated in Creatio. Based on the redirection URL, Creatio will also connect the leads redirected to the website from bulk emails to the corresponding bulk emails in Creatio. Similarly, you can connect a lead to a campaign.
Cookie files are used for lead source tracking.
The lead source tracking creates two cookies containing the following data:
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The [BpmRef] cookie contains the name of the website domain (referrer) from which the user was redirected to your website. Redirection URL will be displayed in the [Redirection address] field of the [History] tab on the lead page.
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The [BpmRef] cookie contains the URL of the website from which the user was redirected to your website. The redirection URL can contain tracking parameters (for example, UTM marks) used by the tracking code to identify the lead channel, for example:
http://www.сreatio.com?utm_source=facebook&utm_medium=social&utm_campaign=c1
The redirection URL is stored in the system database column [BpmHref] and is not visible in the user interface.
External traffic, internal traffic and direct traffic
Two rules are applied for the redirections from external links to your website and for your website internal redirections. These rules define the way the data is written to the [BpmRef] and [BpmHref] cookie files regardless of the initial values they contain:
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Each external redirection from a new source will result in overwriting the referrer and the redirection URL in the corresponding cookies.
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Your website internal redirections will not result in data overwriting in any of the cookie files.
When a direct link is used to access your website, the direct link to your website page is saved in the [BpmHref] cookie file, while the referrer value remains blank. It does not depend on which website redirection source was previously used.
Thus, Creatio takes into consideration only the last source and user redirection link to your website.
See also
