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Options for Capturing Lead Source Information

Learn how to track booking sources, capture UTM parameters, and connect marketing attribution data to Event Temple bookings using Referral Sources, API integrations, or third-party tools.

Event Temple Intake Forms do not currently support Google Analytics tracking directly within the form.

Since Intake Forms are hosted within an iframe, Google Analytics scripts and other tracking code cannot be injected into the form.

If you need to track where bookings are coming from, there are several options depending on how much detail you need and how your website is configured.


Option 1: API Integration with Custom Fields (Most Flexible)

For customers who need detailed campaign attribution, the recommended approach is to use the Event Temple API with custom fields.

This allows you to capture individual UTM parameters, such as:

  • UTM Source

  • UTM Medium

  • UTM Campaign

  • UTM Content

  • UTM Term

How it works:

  1. Create custom fields in Event Temple for the UTM values you want to capture.

    • Navigate to Settings → Custom Fields

  2. Build a custom form on your website (instead of using the native Event Temple Intake Form).

  3. Configure the form to capture UTM parameters from the URL.

  4. When the form is submitted, send the booking information and UTM values to Event Temple through the API.

  5. The UTM values will be saved on the booking as custom fields and can be reported on using the Booking List Report.

This approach provides the most detailed tracking and allows you to connect individual bookings back to specific campaigns.

API authentication options:

  • API Key authentication (recommended for initial testing)

  • Private OAuth App authentication


Option 2: Referral Source Field (Simpler Tracking)

If you only need to track the general source of a booking (for example, Google Ads, Facebook, Website, or Referral), the Referral Source field may be the best option.

How it works:

  1. Create your referral sources in:
    Settings → Setup Values → Referral Sources

  2. When creating bookings through the API, pass the matching Referral Source value.

  3. View reporting through:

    • Booking List Report

    • Booking Graphs

Limitations:

The Referral Source field is designed for high-level tracking and uses a predefined list of values. It does not capture detailed UTM information, such as:

  • Specific campaigns

  • Ad groups

  • Keywords

  • Individual marketing links

For detailed campaign attribution, the Custom Fields API approach is recommended.


Option 3: Zapier Integration (No-Code Approach)

If building a custom API integration is not ideal, Zapier can be used as a middle layer between your website form and Event Temple.

How it works:

  1. Use a third-party form platform that supports hidden UTM fields, such as:

    • Typeform

    • Jotform

    • Other form tools with UTM capture capabilities

  2. Capture UTM values when a guest submits the form.

  3. Use Zapier to send the submission data into Event Temple.

This option requires less technical setup but may provide less control than a direct API integration.


Goal

Recommended Option

Track exact marketing campaigns and UTM data

API Integration + Custom Fields

Track only where leads generally came from

Referral Source Field

Avoid custom development

Zapier Integration


Summary

  • Google Analytics tracking cannot be added directly to Event Temple Intake Forms.

  • Tracking scripts cannot be injected into the Intake Form iframe.

  • Referral Sources are useful for basic lead attribution.

  • Custom Fields through the API provide the most detailed UTM tracking.

  • Zapier can provide a no-code alternative for connecting external forms to Event Temple.

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