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PocketSuite’s Widget Attribution feature lets you capture UTM parameters and click IDs from your digital marketing campaigns — so you can see exactly which ads and channels are driving new clients, not just clicks.

What is UTM tracking?

UTM parameters are tags added to the end of a URL that identify where your website traffic is coming from. When you run ads on Google, Facebook, TikTok, or other platforms, each link can include UTM parameters that identify the source, campaign, and type of traffic.

For example, a URL from a Google Ads campaign might look like:

https://yoursite.com/lead?utm_source=google&utm_medium=cpc&utm_campaign=dog_training&utm_term=dog_training_near_me

When a client fills out a PocketSuite widget on your site — or clicks a link to your widget — these parameters are automatically captured and stored on their client record, connecting your marketing spend directly to real client outcomes.

What gets tracked

PocketSuite captures the following attribution fields when a client is created through a widget:

• UTM Source — The traffic source (e.g., google, facebook, tiktok)
• UTM Medium — The marketing medium (e.g., cpc, email, social)
• UTM Campaign — The specific campaign name
• UTM Term — The keyword that triggered the ad
• UTM Content — Used to distinguish between ads in the same campaign
• Google Click ID (gclid) — Automatically captured from Google Ads links
• Facebook Click ID (fbclid) — Automatically captured from Facebook Ads links
• TikTok Click ID (ttclid) — Automatically captured from TikTok Ads links
• Source URL — The full URL the client arrived from, including all parameters

Which widgets support attribution tracking

UTM tracking works across all PocketSuite widgets:

• Lead widget
• Booking widget
• Ordering widget
• Direct Payment widget
• Lead Routing widget
• Chat widget
• Forms
• Contracts

How to set up UTM tracking

You can find your widget code snippets in the widget instruction email sent to you by PocketSuite. To access your instructions, go to Settings > Online Leads or Settings > Online Booking in the PocketSuite app.

Step 1: Add the tracking snippet to every page (required)

This snippet captures UTM parameters the moment a visitor lands on your site — even if they navigate through multiple pages before filling out a form. Add it directly to every page of your website. We recommend placing it in your site’s header so it loads globally.

Step 2: Add the widget to your site (optional)

You have two options for how visitors access your PocketSuite widget:

• Embedded widget — Use the widget div snippet from your instruction email to render the widget directly on a page of your site.
• Link or button — Add a link to your widget URL in a button, nav item, or anywhere on your site. UTM tracking works either way, as long as the tracking snippet from Step 1 is installed.

Using Google Tag Manager for conversion tracking

Google Tag Manager (GTM) is a separate integration from the attribution tracking snippet. To connect GTM, go to Settings > Marketing Analytics in PocketSuite and paste your GTM container ID — it will be applied to all of your widgets automatically.

Where to find your UTM data

On a client record

Once a client submits a form with UTM parameters in the URL, their attribution data appears as read-only fields directly on their client profile. Only the fields that have data will be shown.

In the client export

Go to Clients and tap Export to download a CSV of your client data. UTM and click ID fields appear as separate columns at the end of the export, one column per parameter.

In Reports

You can group any report metric by UTM parameter to see which campaigns are driving the most clients, bookings, or income.

1. Go to Reports from your home screen.
2. Tap + Add and select a metric.
3. Under Group by, select an Attribution dimension:

• UTM Source
• UTM Medium
• UTM Campaign
• UTM Term
• UTM Content

How UTM tracking affects Lead Source

PocketSuite uses the UTM Source from a client’s first form submission to automatically set their Lead Source. If the UTM source matches a known source (such as Google or Facebook), PocketSuite will set the Lead Source accordingly. If no match is found, it falls back to the standard source URL detection method — the same method used when no UTMs are present.

Important considerations

• UTM data is captured at first form submission only and will not be updated by later submissions from the same client.
• UTM parameters are account-specific. If someone fills out forms for two different businesses on PocketSuite, their UTM data is never shared between those accounts.
• For cross-page tracking to work correctly, the tracking snippet must be installed on every page of your website — not just the page with the widget.
• UTM fields are also available through the Zapier integration if you need to route attribution data to other tools.

How UTM sources map to Lead Source

When PocketSuite receives a UTM source value, it checks it against a list of recognized sources and automatically sets the Lead Source on the client record. Matching is flexible — it accounts for capitalization differences and common abbreviations, so Facebook, facebook, and fb all resolve to the same Lead Source.

The table below shows every UTM source value PocketSuite recognizes and the Lead Source it maps to. If a client’s UTM source doesn’t appear in this list, PocketSuite falls back to its standard source URL detection to determine Lead Source.

If you have questions, reach out to our support team at support@pocketsuite.io.