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Analytics & growth

How to track where customers come from

8 min readΒ·BeginnerΒ·7 steps

What you'll learn

  • β†’Why one tracking method is never enough
  • β†’How to build clean UTM links
  • β†’The single survey question that works
  • β†’Coupon code conventions that don't break

Before you start

  • β–‘A website with analytics
  • β–‘A way to ask customers at checkout

No single method captures everything. Layer three and you'll know the truth.

The steps

  1. Step 01

    Add UTM parameters to every external link

    utm_source, utm_medium, utm_campaign. Google's Campaign URL Builder makes them.

  2. Step 02

    Standardize naming

    Lowercase, no spaces, consistent. 'instagram' not 'Instagram' or 'IG'. A messy convention ruins data.

  3. Step 03

    Add a 'How did you hear about us?' question at checkout

    Single dropdown with 6 options. Captures offline and word-of-mouth that UTMs miss.

  4. Step 04

    Use unique coupon codes per channel

    SUMMER20-IG, SUMMER20-FB, SUMMER20-EMAIL. Track redemptions.

  5. Step 05

    Set up a single dashboard

    Google Analytics 4 + your checkout survey + coupon report. Reconcile monthly.

  6. Step 06

    Reconcile the three sources monthly

    Each has blind spots. Combined, they paint the picture.

  7. Step 07

    Act on the data

    Cut sources that don't appear in any layer. Scale ones that show up in all three.

Common questions

+Does GA4 do this automatically?

Partially β€” UTM-based attribution yes, offline no.

+What about iOS 14+ tracking changes?

Browser data is less reliable now. Lean more on self-reported and coupons.

+How long should I track per campaign?

Minimum 30 days for direct response, 90+ for content and brand.

+What's a dark social?

Traffic from DMs, copied links, etc. that has no referrer. Surveys are the only way to catch it.

+Cookie-based vs. server-side?

Server-side is more reliable but more setup. Start cookie-based; upgrade if you scale.

What to do next

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