WindoorERP Documentation 19.0
11- Setup the Channels Your Customer Touches
Step 7/7

Know which advert paid

Tag the campaigns you spend on

Why this step

The last step closes the loop back to journey 3: a tagged link carries its source through the lead, the opportunity and the signed order, so "where did this contract come from" has an answer that is not a guess.

Open the full article

What this does

Generates shortened trackable URLs tagged with UTM parameters to measure lead conversions, click counts, and sales revenue generated by digital ads, social media posts, and WhatsApp broadcasts.

Before you start

  • Marketing campaign plan established.

Steps

Marketing campaigns master list showing click counts and lead attribution

Marketing campaigns kanban cards

UTM traffic sources catalog list

Traffic source profile editor

UTM marketing mediums catalog list

Marketing medium configuration form

Important

Tagging WhatsApp quotation templates with unique UTM campaign links reveals exactly which messaging sequences deliver the highest contract signature rates.

  1. 01
    Open Link Tracker › UTMs › Campaigns across List and Kanban views.
  2. 02
    Click New to establish a campaign (e.g. Villa Facade Expo 2026).
  3. 03
    Define UTM Mediums (cpc, whatsapp_broadcast, architect_newsletter) and UTM Sources (google, instagram, meta).
  4. 04
    Generate your shortened link and distribute across promotional materials.
  5. 05
    Audit live click telemetry and lead conversions linked to the campaign.

Common mistakes

  • Running paid social media ad campaigns using untracked plain URLs without UTM parameters.
  • Creating duplicate inconsistent UTM medium tags (e.g. 'cpc' vs 'CPC' vs 'paid_ad').

Checkpoint

A won order can be traced back to the campaign link that produced its enquiry.