Slate UTM Capture and Reporting

Recommend First Steps

We recommend setting up UTM tracking and Ping in Google Tag Manager, but consult your IT department for what is the right solution for your school.

UTM Codes in Slate Form and Events Queries

UTM parameters are automatically captured when present in the query string of any form hosted by :

the Slate application
a non-Slate webpage with a Slate dynamic embedded form (Slate Help)

Slate does not automatically capture UTM parameters from a previous page. By using cookies and JavaScript, you are able to append the previous UTM data to a form, even across sessions.

At a high-level:

On the Landing page, scrap UTM parameters from the URL Querystring using JavaScript
Store the UTM values into a cookie
Search Slate forms using the following CSS selector: form[action*="slate.school.edu"]
1. If the form action already contains UTM parameters, do nothing.
2. Otherwise, append the UTM attribute names and values stored in the cookie to the form action querystring.

Contact your Waybetter account manager to learn more.

Then, UTM attributes are easily accessible in Slate form queries. The easiest way to get started:

Forms > Forms in the main navigation
Select a form
New Query
Export > Form Properties
- Form UTM Source
- Form UTM Medium
- Form UTM Term
- Form UTM Content
- Form UTM Campaign

Source: https://technolutions.zendesk.com/hc/en-us/articles/360033019851-Capturing-UTM-Parameters-in-Forms

UTM Codes in Ping Queries

UTM codes are automatically captured by Slate on any page where Slate PING installed. You can enable Slate as configuration setting for any webpage hosted by the Slate application or install a Slate Ping tracking script any non-Slate webpage. See Slate PING Setup

These UTM attributes are easily accessible in Slate queries:

Queries > Queries in the main navigation
New Query
- Type: Configurable Joins
- Category: Related
- Base: Ping
Export > Direct Exports > Ping
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term

For the most part, the Ping query base contains mostly anonymous page view data, but it is possible to join it student records.

Join People Data to Ping UTM Data

Outdated: Configurable Join instructions coming soon

To associate PING data to individual students, you need to use Custom SQL to join the data. Below is an example SQL statement that pulls the most recent 100 records over the previous 28 days.

Setup a Slate Query Export for Ping

Contact: Your Waybetter account manager to confirm the following details
Go to in Slate: Queries / Reports > Queries > New Query
1. Fill out name of your choice
2. Type: Local
3. Base: Custom SQL
Copy and paste into: Custom SQL

select top 100 dbo.toGuidString(p.[id]) as [Prospect ID], p.[ref] as [Ref], p.[ref.internal] as [Ref-Int], p.[first] as [First], p.[last] as [Last], p.[email] as [Email], p.[mobile] as [Mobile], ping.[url] as [Ping URL], ping.[utm_campaign] as [Ping UTM Campaign], ping.[utm_content] as [Ping UTM Content], ping.[utm_medium] as [Ping UTM Medium], ping.[utm_source] as [Ping UTM Source], ping.[utm_term] as [Ping UTM Term], CAST(ping.[timestamp] as date) as [Ping Timestamp] from [person] pinner join pingon p.[id] = ping.recordwhere ping.[utm_source] is not null AND ping.[timestamp] >= DATEADD(day,-28, GETDATE()) AND ping.[timestamp] < GETDATE()order by [Ping Timestamp] desc

Modify the above custom SQL to fit the feed needs, e.g. remove "top 100" and adjust pull dates in the "where" clause.

Click: Save
Setup: Export Slate Queries to Waybetter ExaVault

Page updated

Report abuse