In part 1, I covered how to use UTM parameters to capture lead source when you are embedding a Pardot form on a Pardot landing page. In this post, I will cover how to implement the same method using an iFramed form on a web page.
Note: step 1 and step 2 are the same as the instructions outlined in part 1.
Step 1: Create new fields and add them to your forms
The first thing you need to do is create 2 new fields in Salesforce and in Pardot and map them. You don’t need to create a field for utm_source, we will use the standard source field in Pardot.
- utm_medium
- utm_campaign
Next, add the fields to your Pardot form. All 3 fields should be hidden and not marked as required.
Step 2: Add Some Code to Your Landing Page Templates
This piece of code will parse the URL parameters and put the values into the hidden fields within your form. This code can be placed within your landing page template or within your form in the below form section.
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<script type="text/javascript"> // Parse the URL function getParameterByName(name) { name = name.replace(/[\[]/, "\\[").replace(/[\]]/, "\\]"); var regex = new RegExp("[\\?&]" + name + "=([^&#]*)"), results = regex.exec(location.search); return results === null ? "" : decodeURIComponent(results[1].replace(/\+/g, " ")); } // Give the URL parameters variable names var source = getParameterByName('utm_source'); var medium = getParameterByName('utm_medium'); var campaign = getParameterByName('utm_campaign'); // Put the variable names into the hidden fields in the form. selector should be "p.YOURFIELDNAME input" document.querySelector("p.source input").value = source; document.querySelector("p.utm_medium input").value = medium; document.querySelector("p.utm_campaign input").value = campaign; </script> |
Note: If you don’t use the field names outlined in this tutorial, you might need to update the JavaScript to include the correct field names.
Step 3: Embed your form on your web page
Use the standard iFrame code Pardot provides to embed your form on your webpage.
Step 4: Give your iFrame and ID and add the JavaScript
Since we will be adding some JavaScript to the web page in order to pass the parameters to the iFrame, we need to give the iFrame an ID. Here’s what my iFrame code looks like after adding the ID called “myiframe”.
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<iframe src="http://go.pardot.com/l/xxxx/xxxx-xx-xxx/xxxxx" width="100%" height="500" type="text/html" frameborder="0" allowTransparency="true" style="border: 0" id="myiframe"></iframe> |
Add the JavaScript to your web page that will pass the URL paramters from the parent page to the embedded Pardot iFrame form.
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<script type="text/javascript"> var iframe = document.getElementById('myiframe'); iframe.src = iframe.src + window.location.search; </script> |
If you used a different ID for your iFrame, other than “myiframe”, you will need to update the ID within the JavaScript.
Create URLs and Test
Now you’re ready to start creating URLs and testing your form. Use this handy URL builder to create your links and then fill out the form to see if the values go into Pardot.
Questions?
Send them to me via email, send me a tweet @jennamolby, or leave a comment
3 comment(s)
Abby Karcz
Hi Jenna! Can you tell me how this would work for Form Handlers? I've been using this method on my Pardot forms, but now we're transitioning to Form Handlers. Thank you! Abby
Rob Woestenborghs
hi jenna, great tips and we use them a lot. we also send the utm parameters to Salesforce (via contact to campaign member) and then we connect them to the opportunities that were generated via that campaign to have better channel reporting. But we notice that we can not always capture the utm parameters because of 2 reasons: 1. visitors visit other pages of our website before submitting form and in that case the utm parameters are not showed in url anymore 2. traffic sources were you can't control the utm parameters (e.g. organic search). do you have an idea if there is solution for that ? is there a way top capture that source/medium data as well ? Keep up the good work! Rob
Cole McIntyre
Hey Jenna! Pleasure to connect with you directly! I'm on the Pardot Specialist team over at Salesforce and UTMs are one of my favorite topics. I love sharing these articles with clients. Very well written and user-friendly. Quick thing I noticed that I figured you'd appreciate seeing - it looks like you use the same "add some code to your landing page templates" verbiage in this article that you use in part one here (https://jennamolby.com/how-to-use-utm-parameters-to-capture-lead-source-in-pardot/) even though this article seems to be focused more on iframed forms on the site as opposed to Pardot landing pages. Let me know if I'm missing something! But figured I'd pass along as a friendly observation - confused me at first glance since it isn't speaking to how the code would be embedded on the website page in this case. Anyway, thanks for all your amazing content - you probably know this, but our team shares your articles with our clients constantly :) So thanks for all that you do!