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How to track lead sources with UTM parameters
How to track lead sources with UTM parameters

How to get contextual information about how your leads are clicking through to your HealthSherpa enrollment landing page.

Eva Schulteis avatar
Written by Eva Schulteis
Updated over a week ago

Under your Marketing tab, you now have the ability to, not only customize your direct link, but also to generate custom UTM parameters to create distinct marketing URLs. You can then use these URLs in each of your targeted marketing campaigns. Finally, using our Export feature, you can track and measure how potential clients arrived on your landing page.

What are UTM parameters?

UTM parameters are structured bits of information you can add to the end of any URL. These allow you to have unique URLs to track where your leads are coming from and which campaigns are most successful--without creating entirely new websites.

From your HealthSherpa dashboard, you can customize the following UTM parameters:

  • Source: where leads are coming from (e.g. Facebook)

  • Medium: what type of channel the lead came from (e.g. social media)

  • Campaign: which specific marketing effort the lead clicked through (e.g. “OEPPrep”)

Why should I use UTM parameters?

Imagine you are running multiple marketing campaigns, all driving traffic to your HealthSherpa landing page. Without differentiating the links in each of those campaigns, there is no way to know the sources of the visitors to your site. Did most of your leads come from your Facebook campaign or your email campaign?

With our UTM tag generator, you can add unique UTM parameters to indicate where your leads are coming from!

How do I use HealthSherpa to generate custom marketing URLs?

  1. After clicking your Marketing tab from the left-hand navigation, you will land on the Analytics tools sub-tab.

  2. Here, you will find the UTM tag generator section. At the top of this section is your Base URL. This is the URL to which we will be adding UTM parameters. (Note: You can edit your base URL farther down this page, under the Your direct link section.)

  3. Next, add your source, medium, and campaign name. You will see these parameters populate in real-time within the Generated Marketing Campaign URL field at the bottom of the section.

  4. Optionally, select your language.

  5. Click the “copy” button to copy this unique URL to your clipboard.

  6. Use HealthSherpa’s Export feature or other marketing analytics tools to track traffic across all your campaigns.

How can I track these lead sources in HealthSherpa?

Through the HealthSherpa Export Report, you are able to see the UTM source, medium, and UTM campaign for your leads and clients. Learn more about export reports here.

We also recommend thinking through a strategy for your UTM parameters before creating them. To help you with this process, we’ve put together a UTM strategy template that you can download and use.

An example

Let’s pretend that you are running two marketing campaigns: one through email and one through Facebook ads. You want to use our UTM tag generator to help track which leads are coming from which campaign.

Assume your base url is “

Step 1

Let’s configure the Facebook campaign as our example. Into the UTM tag generator, you will add the following parameters:

Source = Facebook

Medium = Social

Campaign name = FBOEP

This will then generate a custom marketing link, which can be copied to your clipboard:

Step 2

Next, you will use this link when you create our Facebook ad campaign. Be sure to use this unique link (with all of the UTM parameters) for any links, including CTA buttons, in your campaign.

--- Repeat steps 1 and 2 for all of your campaigns---

Step 3

After the campaigns have been running for a while, you can use HealthSherpa’s Export feature, found on both the Leads and Clients tabs, to see where your traffic is coming from.

HealthSherpa tips on UTM parameters


Do not

Use lowercase

Use '&' in the parameters

Use plain, appropriate language

Write long descriptions

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