Below are the exact steps your team can follow to create custom tracking links (UTM URLs) for each referral source or campaign.
Base Referral URL
Step 1 – Start with “?”
Add a question mark (?) to begin adding tracking parameters:
Step 2 – Add Source (utm_source)
Use this to identify where the referral came from — e.g., a mall display, social post, or referring doctor.
Example:
Full link:
Other examples:utm_source=Social, utm_source=Billboard, utm_source=MaryJane, utm_source=TJSchool
Step 3 – Add Medium (utm_medium)
Use this to specify the marketing channel — e.g., Facebook, Instagram, email, QR, or CPC ad.
Full link:
Step 4 – Add Campaign Name (utm_campaign)
Use this if you’re running multiple campaigns or time-based promos.
Full link:
Step 5 – Add Campaign ID (utm_id)
Optional unique ID to further separate campaigns or QR codes.
Final full URL:
Tip:
Each QR code or link can be customized for different assistants, offices, or referral partners. These parameters will allow your dashboard to track where each new patient originated (Mall, Dentist, Friend, Facebook, etc.).
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