How to track UTM parameters in Calendly Embed?

Calendly became a very popular free appointment tool with many WordPress-based websites. With Calendly, you can easily embed the Calendly Widget into any page just by pasting a one-line embed code.

But how do digital marketers track the conversions for the Calendly appointments?

Under the Calendly’s Help Centre, there’s a tutorial about “Source tracking with your Calendly embed and UTM parameters“, but the drawback is that it mainly make use of static UTM parameters where digital marketers will have to use a single landing page for every individual campaign.

But what if your website has a ton of landing pages or blog posts that leads to one Calendly Widget embedded in your contact page? How do you pass various UTM campaigns to Calendly?

Screenshot of the Calendly Embed
Screenshot of the Calendly Embed

Tracking Dynamic UTM parameters

When you are running multiple marketing campaigns at the same time, the UTM parameters from each campaign will definitely be different.

So how do you pass these dynamic UTM parameters to Calendly? Well by using JavaScript.

  1. On the first website visit, capture any UTM parameters from the browser address bar and store the UTM values in the browser cookies.
  2. Whenever the UTM parameter changes in the browser address bar, update the browser cookies with the new UTM parameter values.
  3. On every page where Calendly is embeded, retrieve the UTM parameters from the browser cookies and place them in the Calendly initialization function.

If writing JavaScript code is not your forte, do give our WordPress plugin below a try.

Using a UTM Tracking WordPress plugin

To provide you with a little background, we initially built the AFL UTM Tracker plugin so that WooCommerce store owners and Gravity Forms users can easily capture the UTM parameters and our plugin will provide a full conversion report whenever a conversion happens.

As our customer base grows, our customers have requested for an integration with Calendly. So we added a small feature which allows our customers to easily capture the UTM parameters and pass them into the Calendly Embed code.

With our WordPress plugin, you can either pass the first touch or last touch UTM parameters to Calendly.

Here’s how to get started:

  1. Get our AFL UTM Tracker plugin.
  2. Clear all page cache so that our JavaScript tracking file is loaded in the front-end.
  3. Make changes to the Calendly Embed Code.

Make changes to the Calendly Embed Code

  1. In your WordPress Post / Page, add a Custom HTML block.
  2. Copy and paste our custom code snippet below into the Custom HTML block.
Screenshot of the Custom HTML block in the WordPress Editor
Screenshot of the Custom HTML block in the WordPress Editor
  1. On Line 15, change the my_calendly_url variable value to your own Calendly URL.
  2. Save and preview your post.

Code Snippet

Making a test Calendly appointment

  1. Start by generating a UTM URL with Google’s Campaign URL Builder.
  2. Open the UTM URL in a private-browser mode (Incognito mode) as to simulate a new visitor.
  3. On the website page where you have embedded the Calendly Widget, start selecting an Appointment slot.
  4. Submit the Calendly form.
  5. Sign-in to your Calendly.com.
  6. Under your Scheduled Events > Upcoming Events > click on the entry which you have submitted.
  7. Under the UTM PARAMETERS section, you will see the respective UTMs (utm_source, utm_medium, utm_campaign, utm_content, utm_term).
Install our conversion attribution plugin and learn which marketing campaign lead to your sales. .

Comments