Skip to main content

Track UTM Parameters in Bloomerang Fundraising

Use UTM parameters to track donation traffic.

Bloomerang Fundraising (formerly Qgiv by Bloomerang) automatically captures the UTM parameters you add to your donation form URLs and stores them with each transaction. This article explains what UTM parameters are, why they're useful for nonprofits, and how to find and use UTM data in Bloomerang Fundraising and Bloomerang CRM.

Note: UTM tracking is not supported on registration forms.

How It Works

Nonprofits typically run campaigns across multiple channels such as email, social media, text, and paid ads. To track the source of web traffic from these channels, you can build UTM parameters in your chosen URL builder tool (such as Google’s Campaign URL Builder) and add them to the end of your donation form URLs.

The UTM parameters attribute each donation to a specific channel, campaign, or piece of content. This data helps you answer questions such as:

  • Which marketing campaigns generated the most donations in the last quarter?

  • Which content drives the most conversions?

  • Are users donating more through email or social media?

Important: If you use Google Ads, be aware that Bloomerang does not support Google's auto-tagging. Auto-tagging uses a GCLID (Google Click ID) rather than a UTM parameter, so Google Ads traffic does not automatically appear in Bloomerang. To capture that traffic, manually add UTM parameters to your ad's destination URL.

When a donor clicks your UTM-tagged link and completes a donation, Bloomerang Fundraising automatically captures, stores, and tracks the UTM parameters from the following places:

  • Hosted Bloomerang Fundraising landing pages

  • Donation forms embedded on your organization's website

You don’t need to configure anything in your Bloomerang Fundraising account to access UTM data.

Note: Bloomerang Fundraising records UTMs only if they're present in the URL at the time of the donation. For example, if a donor clicks a campaign link on Tuesday and donates on Friday, the donation is not attributed to that UTM parameter.

Bloomerang Fundraising captures both standard and custom UTM parameters:

Parameter

What It Tracks

Example Values

utm_source

Where the traffic originated

email, facebook, newsletter

utm_medium

The marketing channel

cpc, social, organic

utm_campaign

The specific campaign

year-end-appeal, giving-tuesday

utm_content

The specific link or creative

header-button, image-cta

utm_term

A search keyword (used in paid search)

donate-online

utm_[example]

Other details about the web traffic source

utm_appeal, utm_fundraiser, utm_geo

Note: You can use as few or as many UTM parameters as you need, and you don’t need to include all of the parameters in the table in this section.

View UTM Data

After donors complete donations through UTM-tagged links, you can access the UTM data in several places in Bloomerang Fundraising:

  • Transaction reports

  • Summary Reports

  • Report Builder

  • Individual transaction details

  • Downloadable exports

View UTM Data in Transaction Reports

To include UTM data in a transaction report:

  1. In Bloomerang Fundraising, click Reporting.

  2. On the Reporting page, find the Transactions tile and click View Report.

  3. On the transactions report, click Customize Columns Customize Columns icon, shaped like a gear..

  4. In the list of available report columns, search for and select one or more UTM data columns.

    Customize Columns screen with a search bar, option to show only the selected options, Cancel button, and Save button.
  5. Click Save to update the report columns.

View UTM Data in Summary Reports

To include UTM data in a summary report:

  1. In Bloomerang Fundraising, hover over Reporting, and then click Summary.

  2. Click the ellipsis, and then click Edit Columns.

    Ellipsis menu with option for Edit Columns, Save As, Download CSV, Download Excel, and Delete.
  3. In the Search Columns text box, enter UTM.

  4. Click + Plus sign icon to add a column from the Available section to the Selected section. to add UTM parameters from the Available column to the Selected column.

    Customize Columns screen with a search bar and UTM options visible, an Available section, a Selected section, a Close option, and a Save option.
  5. Click Save.

View UTM Data in Report Builder

To include UTM data in Report Builder:

  1. In Bloomerang Fundraising, hover over Reporting, and then click Custom Reports.

  2. Click Edit for a report.

  3. Click Add a Field.

    Add a Field button with a plus sign and Add a Field text.
  4. In the Insert a Standard Field section, enter utm.

    Insert a Standard Field section with a search bar, UTM entered, and UTM field options visible.
  5. Select the UTM parameters you want to include.

  6. (Optional) Select Add fields to bottom of report.

  7. Click Save.

  8. To run the report, hover over Save and Run, and then select a file format to download your transaction data.

View UTM Data in Transaction Details

View UTM data for an individual transaction by clicking a transaction ID from places such as the Transactions page, a transaction report, or a summary report.

The UTM parameters appear on the Transaction Details page.

UTM Parameters section on the Transaction Details page.

Export UTM Data

UTM parameter values are included in Transaction Summary and Transaction Details .CSV exports.

To export transaction data that includes UTM parameters:

  1. In Bloomerang Fundraising, click Reporting.

  2. On the Reporting page, find the Transactions tile and click View Report.

  3. On the transaction report, hover over Download Transactions - Details or Download Transactions - Summary.

    Download Transactions - Details download button and Download Transactions - Summary download button on a transaction report.
  4. Select a file format to download your transaction data.

Map UTM Data to Bloomerang CRM

If you use Bloomerang Fundraising with Bloomerang CRM, you can map UTM data from completed transactions so they transfer to Bloomerang CRM as part of the standard transaction sync.

You must map UTM parameters for them to appear in Bloomerang CRM. To map each UTM parameter:

  1. In Bloomerang CRM, Create Custom Fields for the UTM parameter you want to track, selecting the Transactions tile.

    Tip: To organize multiple UTM parameter custom fields together, create a category for them.

  2. In Bloomerang Fundraising, from the side navigation menu, click Integrations.

  3. On the Bloomerang CRM tile, click Manage.

  4. Click Mappings.

  5. Click Add New Mapping.

    Add New Mapping button on the Bloomerang CRM integration management page.
  6. From the Mapping Type drop-down list, select Custom Mappings > Standard Field.

  7. Select a UTM parameter.

    Add New Mapping page with Mapping Type set to Custom Mappings > Standard Field, and Standard Field search bar with UTM entered and UTM field options available.
  8. From the Bloomerang CRM Record drop-down list, select Transaction.

  9. From the Transaction Field drop-down list, select the matching custom field.

    Add New Mapping screen with Bloomerang CRM Record set to Transaction, and Transaction Field with UTM entered into the search bar with UTM options listed.
  10. Click Add Mapping.

  11. Repeat this process for each UTM parameter you want to track.

Tip: After an export or a sync with UTM data, you can view the UTM parameters from a constituent’s Timeline in Bloomerang CRM. When you click a transaction on the Timeline, the UTM parameters appear on the Transaction Details page. Use the UTM data for tasks such as constituent reporting.

Did this answer your question?