Source and conversion tracking

A quick guide on tracking sources and conversions with Demodesk booking pages

Ibrahim Badawy avatar
Written by Ibrahim Badawy
Updated over a week ago

This article provides a comprehensive guide on tracking the following aspects if you have integrated Demodesk booking pages into your website (e.g., as an embedded feature) or are utilising a standard Demodesk booking link:

  • Marketing tracking in analytics tools (e.g., Google Analytics)

    • Did a visitor convert? How many? From which sources did they come?

    • How successful are my campaigns and different funnels?

  • Source tracking in CRM

    • Where did the converted customers come from?

    • Which source do my customers come from?

Before diving into this article, make sure that you have embedded your booking page on your website, if this is part of your source and conversion goals. If you have not already done so, you can learn how to do this by reading this article. To achieve the goals listed above, Demodesk offers various potential solutions tailored to your specific use case.

If you are using the Demodesk booking page as an iframe and wish to enable marketing tracking in general or source tracking in CRM (specifically for HubSpot users), the following approach is recommended:

If you are interested in source tracking within your CRM and are a Pipedrive or Salesforce user, or if you would like to implement CRM source tracking directly from a booking link, the following approach is recommended:

Lastly, if you wish to enable marketing tracking using a direct booking link, the following approach is recommended:

The following is a structured summary of the available use cases:


Stakeholders involved

Relevant article section

Marketing tool tracking via iframe or button

Demodesk admin, Web developer

Marketing tool tracking via booking page

Demodesk admin

HubSpot UTM source tracking via iframe or button

Demodesk admin, Web developer

HubSpot UTM source tracking via booking link

Demodesk admin

Salesforce or Pipedrive UTM source tracking

Demodesk admin, Web developer

ℹ️ Important note: At certain points, as detailed above, you may require input from your developers due to the technical details associated with source and conversion tracking. Please note that in order to facilitate seamless collaboration, we have compiled a range of helpful articles in our help center, complete with examples and code snippets, designed to streamline the process for both you and your developers. If at any point you require support, please contact your CSM or Demodesk support.

1. Website/parent page tracking

The most comprehensive and reliable way to track source and conversion in your marketing tool or CRM (for HubSpot only) is to do it with the tools (e.g. Google Analytics) you have already implemented on your website, as they keep track of all the actions your visitors are taking.

As these tools are unable to monitor user activity within the Demodesk iframe, Demodesk transmits the following JavaScript events to your website as they occur*:

  • Visitor has selected a time (incl. time slot)

  • Visitor has booked a meeting (incl. email address and all other booking question answers)

The website/parent page needs to "catch" these events (listen to them) and send them to the analytics tools (in form of identify and conversion calls). That way, the entire tracking is fully owned and in your control. This article details how to set up conversion tracking with Google Tag Manager.

*We recommend using an iframe for reliable tracking. The iframe container width should be >= 577px to have the desktop view- any smaller would have it displayed as mobile view.

How to set it up

To implement this solution, a web developer or someone with technical skills is required. This help center provides instructions on how to configure the transmission of information between the Demodesk booking page and your website (including code snippets).

2. Hidden booking questions

To address questions like "Where did the converted customers originate?" and "Which sources are driving my customer base?" Demodesk has introduced the hidden booking questions feature. This empowers Pipedrive and Salesforce users to enable source tracking within their CRM and all Demodesk users to obtain such tracking information through a direct booking link.

How to set it up

Note: Only follow these instructions when using Salesforce or Pipedrive, or if you would like to implement CRM source tracking directly from a booking link.

UTM parameters play a crucial role in tracking the source and origin of a lead. These parameters consist of five key components: source, medium, campaign, term, and content, each providing more specific details about the lead's journey. Typically, these UTM parameters are transmitted via the URL, allowing for precise tracking of the lead's path. In other words, this valuable information can be seamlessly transferred from the URL and incorporated into a token, for example, used on a booking page, to further enhance the lead tracking process.

This article provides a step-by-step guide on what hidden booking questions are. This article details how you can use hidden booking questions for source and conversion tracking.

3. Thank you page

The thank you page plays an important role when using booking links to address questions such as: Did a visitor convert? and What is the performance of my campaigns or different funnels?

In short, to monitor users who have successfully booked a meeting, we offer a redirection to a "Thank you" page on your website. This approach enables you to leverage your existing tools to track the number of successful meeting bookings. Since users can only access this page after a successful booking, you can easily count the visitors there to keep track of the total number of meetings successfully booked.

How to set it up

Configuring the thank you page is a straightforward process. To begin, you should create a page on your platform with the preferred design and connections in place to monitor visitor numbers (for example, create a goal conversion in Google Analytics or Ads when someone visits this page). Then, within the meeting type settings, you can easily input the URL of this page as a redirect link, as demonstrated in this article.

After saving the new meeting type settings, you are all set. Every successful booking will now be automatically redirected to your website, allowing you to effectively monitor and track them. In other words, you can count every user who visits this thank you page, enabling you to monitor the number of users who scheduled a meeting, for instance.

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