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 to EveryAction

 

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

Setting up a source tracking component

Step One: Navigate to Components on the Advanced drop-down menu. Near the bottom of the screen, 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


Step Two:
On the next page, copy and paste the [current-page:query:your_parameter] token into the 'Default value' field.

That last part ("your_parameter") needs to match the label of your component when you created it. In this example, the label is "Source code", so we replaced "your_parameter" with "source_code":

Source code component value

An important note about your component's label

When you first add a component, the system creates an internal name for it (the 'form key') by copying the words from the label and replacing any blank spaces with '_'.

For example, if you create a component with the label "This is my first component" the system will give it the internal form key 'this_is_my_first_component'.

The form key is defined when you click the blue 'Add' button to create the component, and stays the same even if you change the label on the component later.

The parameter tracking setup above relies on form keys to work! If you relabel your component after you've completed the initial setup, make sure that you keep the token you entered as 'Default value' exactly as it is.

 

(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 screenshot, the parameter will be "source_code" and we'll set up the default value to be "other":

Query with default-2

Step Three: On 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.

 

Step Four: 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

Step Five: Save the changes.

Step Six: 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 want to understand which social network our supporters are most engaged on, so we'll use a few versions of our link and share a different one on each:

  • On Facebook, we'll use 'www.changetheworld.com/take-action?source_code=fb'
  • On Twitter, we'll go with 'www.changetheworld.com/take-action?source_code=tw'       
  • And on Tumblr, we'll share 'www.changetheworld.com/take-action?source_code=tu'

When someone arrives at our action using one of those links, their submission data will include that source code ('fb', 'tw', or 'tu'). And, if you set up an default value in step 2, 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 to EveryAction

If you're using New/Mode action pages, you can use the method below to send an Activist Code ID to EveryAction right in the page's URL.

Step One: Navigate to Components on the Advanced drop-down menu. Near the bottom of the screen, you should see a blank component field: this is where you'll create your Activist Code ID component.

Name it 'AC', select Hidden from the type drop-down menu, and click the 'Add' button.

Step Two: On the next page, copy and paste the [current-page:query:ac] token into the 'Default value' field.

AC component and valueStep Three: On the Send To section of the same page, select the Activist Code ID field.
Activist Code ID field in EA dropdown

Step Four: 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

Step Five: Save the changes.

Step Six: When sharing the action page's URL, add '?ac=' at the end and include the Activist Code ID after the '='.

For example, https://act.newmode.net/action/newmode/2021-campaign?ac=4764206)

 


Last updated: December 24, 2020