Track Submission Source

You can find out how supporters arrived at your action by adding querystring parameters to the links you use to share it, and use this same method to pass an Activist Code ID to EveryAction.

Setting up a source tracking component
Passing an Activist Code ID or Source Code to EveryAction: Constant Value method, Hidden Component method

This feature is available on the Campaign Builder, Organization, and Network plans.

Setting up a source tracking component

This is a great way to understand where your supporters come from and pass on those findings to your CRM. Start by creating a tracking component on your action, then define it's value and, if you'd like, a default value too.

Create a source tracking component

1. On the Edit tab of your action, open Advanced > Components.

2. Once on the Components page, you should see a blank component field: this is where you'll create your tracking component. Name it what you'd like, select Hidden from the type drop-down menu, and click the 'Add' button.

Create new component type hidden-1

3. Scroll to the 'Send To' section of the same page, choose the field in your CRM that you'd like this tracking information to be synced to.

4. At the end of the page, under 'Hidden type', make sure that the component is set to 'Hidden element'.

Screenshot_2020-03-05 Edit component Source New Mode

5. Save the changes.

Define the component's value and an optional default value

6. Open Advanced > Components to return to the list of components. Once there, take note of the second piece of information for your new component, which is the component's form key:

7. Next, click on 'Edit' to make one last change to your new component.

8. On the next page, find the 'Default value' field, and paste this token into it:

[current-page:query:your_parameter]

9. Replace the 'your_parameter' part with the form key from step 5.

The match needs to be exact! Be very careful to keep everything lower case, include any underscores ('_'), and not introduce any spaces.

In this example the form key is 'source_code', which you can see at the end of the token below:

Source code component value

(Optional) You can set a value to be recorded by default when there's no data for the parameter you defined earlier.

In that case, use [current-page:query-with-default:your_parameter:your_default_value] as the value for your component instead of the token shown earlier:

  • replacing 'your_parameter' with the form key describing what you want to track, and
  • replacing 'your_default_value' with the word you want recorded by default in cases when there isn't any tracked data.

Following the example from the previous screenshots, the parameter will be "source_code" and we'll set up the default value to be "other":

Query with default-2

10. Click the 'Save component' button to complete the process.

11. Repeat steps 1-5 if you want to track more parameters!

Next steps

Now that you've set up a tracking component, you can add the parameter you defined on step 2 to your links to start understanding where the clicks are coming from.

In this example, we've partnered with a few organizations who'll be pointing their supporters to our action, and we want to understand which organization each supporter came from. We'll use a few versions of our link and pass on a different link to each partner organization for them to share with their supporters:

  • We'll give this URL to the first partner organization:
    www.changetheworld.com/take-action?source_code=org1
  • This URL to the second partner organization:
    www.changetheworld.com/take-action?source_code=org2    
  • And this other URL to the third organization we're partnering with: www.changetheworld.com/take-action?source_code=org3

When someone arrives at our action using one of those links, their submission data will include that source code ('org1', 'org2', or 'org3'). And, if you set up an default value in steps 6-10, any submissions that didn't come through any of the links above will have their source code recorded as "other". Happy tracking!

Passing an Activist Code ID or Source Code to EveryAction

We have a couple of ways you can send an Activist Code ID to your EveryAction account, depending on where your action is embedded and whether you want to use tokens or not.

Unless you're planning on using tokens, passing an Activist Code ID as a Constant Value is the simplest one!

Method Action embedded on Action Page Action embedded on your website
 Constant Values   Doesn't support tokens   Supports tokens
 Hidden Component   Supports tokens   Supports tokens

Passing an Activist Code ID or Source Code as a Constant Value

EveryAction requires Origin Source Codes to be applied to a Person record within the first 24 hours after the record is created. If you pass on a Source Code to a Person record that's existed for longer than 24 hours, the Source Code won't be saved as that Person's Origin Source Code.

1. In EveryAction, find the Activist Code or the Source Code you want to use (or create and save a new one).

  • If you'll be using an Activist Code, copy its numeric ID.
  • If you'll be using a Source Code, you can copy its name or its numeric ID.

2. On the action in New/Mode, open Advanced > CRM Integrations, and click on 'Edit EveryAction API'.

3. On the next page, find the first Constant Value Field available:

  • On the EveryAction People Field drop-down menu, select 'Activist Code ID' or 'Source Code (name or ID)', depending on what kind of code you'll be passing.
  • In the Constant Value field below it, enter the Activist Code ID (numeric ID) or the Source Code (name or numeric ID) that you want to pass to EveryAction with each submission. (If you're embedding the action on your own website, you can use a token here instead of the Activist Code ID or Source Code itself).

4. Click the 'Save' button to save the changes. You're all set!

Passing an Activist Code ID or a Source Code through a Hidden Component

You can use the method below to send an Activist Code ID or Source Code to EveryAction right in the URL of the page where your action is embedded. (This will work whether you're using one of our Action Pages or a page on your own website).

EveryAction requires Origin Source Codes to be applied to a Person record within the first 24 hours after the record is created. If you pass on a Source Code to a Person record that's existed for longer than 24 hours, the Source Code won't be set as that Person's Origin Source Code.

1. In EveryAction, find the Activist Code or the Source Code you want to use (or create and save a new one).

  • If you'll be using an Activist Code, copy its numeric ID.
  • If you'll be using a Source Code, you can copy its name or its numeric ID.

2. On the action, open Advanced > Components. Near the bottom of the screen, you should see a blank component field: this is where you'll create your Activist Code ID or Source Code component.

3. Name the new component 'AC' for Activist Code ID or 'SC' for Source Code. (You can change the new component's label after you're done setting it up)

4. Select 'Hidden' from the type drop-down menu, and click the 'Add' button.

5. On the next page, copy and paste this token into the 'Default value' field:

  • If you created an 'AC' component (for Activist Code ID) use [current-page:query:ac]
  • If you created an 'SC' component (for Source Code) use [current-page:query:sc] instead.

AC component and value6. On the Send To section of the same page, select 'Activist Code ID' or 'Source Code (name or ID)' as the Target field in EveryAction, depending on the kind of code you'll be passing.
Activist Code ID field in EA dropdown

7. At the end of the page, under 'Hidden type', make sure that the component is set to 'Hidden element'.

Screenshot_2020-03-05 Edit component Source New Mode

8. Save the changes.

9. When sharing the page's URL, add a question mark followed by the component's form key, an equal sign, and the code you want to pass:

  • For an Activist Code ID, add "?ac=" at the end and include the numeric Activist Code ID after the '=': https://act.newmode.net/action/newmode/2021-campaign?ac=4764206.
  • For a Source Code, add "?sc=" at the end, followed by the ID or name of the Source Code after the '=':
    https://act.newmode.net/action/newmode/2021-campaign?sc=GHOTXP.

 


    Last updated: May 18, 2021