Watch the video guide here: https://www.youtube.com/watch?v=2sdAc3w_9EY
Even advanced digital marketers have issues sorting out conversion tracking with Calendly. The issues are compounded with multiple domains and iframes.
This guide will show you how to get complete and accurate goal conversion tracking for Calendly bookings on all three platforms: Calendly, Google Analytics, and Google Ads.
Calendly has two main booking methods:
- Link to booking page — This does not work for direct Google Ads conversion tracking because Calendly does not accept Google Ads conversion tags or GTM. Calendly can only use your GA code which is used to send Events to GA.
- Embed on site: (a) inline embed, (b) popup widget, (c ) popup text.
Calendly accepts these UTM’s which can be viewed in Calendly:
- utm_source
- utm_medium
- utm_campaign
- utm_content
- utm_term
Action Steps
In Calendly:
- Add your Universal Google Analytics tracking code.
- Add a redirect to your thank you page URL. Check off “Pass event details to your redirected page”.
On Your Website:
- Embed the form on the booking page.
- Create thank you page — add this as the redirect URL in Calendly.
- Add my magical script (below) to pull parameters from the URL into Calendly.
In Google Analytics
- Create Event Goals: https://help.calendly.com/hc/en-us/articles/360001575393-Getting-started-with-Google-Analytics
- Create Thank You Page Destination Goal — this is to x-ref booking event conversions.
In Google Ads
- Create Website Conversion action for Thank You Page. Use GTM to install code. This will be your main goal conversion. I recommend adding the highest value you will use in your goals (e.g. $1000)
- Import Google Analytics Event goals to build more conversions around
- At a minimum, import Booking. If you want more data, import all
My favorite tracking template: {lpurl}?utm_source=google&utm_medium=cpc&utm_term={keyword}&utm_campaign={ _campaignname}
Add Valuetrack params: https://support.google.com/google-ads/answer/6305348?hl=en&ref_topic=6031980
If you want to include campaign or ad group names, follow this guide: https://www.karooya.com/blog/adding-campaign-name-valuetrack-parameter/
The Magical URL Parameter Puller Script
This pulls the URL Parameters into the Calendly link.
<script>
function getUrlVars() {
var vars = {};
var parts = window.location.href.replace(/[?&]+([^=&]+)=([^&]*)/gi, function(m,key,value) {
vars[key] = value;
});
return vars;
}
function getUrlParam(parameter, defaultvalue){
var urlparameter = defaultvalue;
if(window.location.href.indexOf(parameter) > -1){
urlparameter = getUrlVars()[parameter];
}
return urlparameter;
}
var utm_source = getUrlParam(‘utm_source’,’Empty’);
var utm_medium = getUrlParam(‘utm_medium’,’Empty’);
var utm_campagin = getUrlParam(‘utm_campagin’,’Empty’);
var utm_content = getUrlParam(‘utm_content’,’Empty’);
var utm_term = getUrlParam(‘utm_term’,’Empty’);
Calendly.initInlineWidget({
url: ‘https://calendly.com/tequil-neil/30min’,
utm: {
utmCampaign: utm_campagin,
utmSource: utm_source,
utmMedium: utm_medium,
utmContent: utm_content,
utmTerm: utm_term
}
});
</script>