UTM Reporting in Boxly

UTM Reporting helps you understand where your leads are coming from, which campaigns are working, and how those leads are converting.

It uses UTM parameters that are added to links outside Boxly (for example, in Google Ads, Meta Ads, emails, or website links) and reports on the values recorded on each lead.

ℹ What is the UTM Report?

UTM Reporting shows you how leads are tagged based on the UTM parameters they arrive with.

These parameters are added to links before a lead reaches Boxly. When a lead is created, Boxly records the UTM values exactly as they are received and uses them for reporting and conversion tracking.

Using this report, you can:

• See which platforms and campaigns are driving leads

• Compare lead volume across campaigns and channels

• View conversions associated with each UTM value

• Drill down from summary data into individual leads

📍 How to find the UTM Report

To open the UTM Report:

✅ Click Reporting from the left sidebar
✅ Select Leads by UTM from the reports list

The report will load using the default date range and filters, which you can adjust at any time.

📊 What you’ll see in the UTM Report

The UTM Report is broken down into multiple sections. Each section shows the top UTM values for the selected time period.

By default:

• The dashboard view shows the top 3 values for each UTM field

• Clicking View Report shows the full list

• Clicking any individual value opens the related leads

UTM breakdown sections

The report includes the following sections:

• UTM Source

• UTM Medium

• UTM Campaign

• UTM Term

• UTM Content

Each section shows:

• The UTM value

• The number of leads associated with that value

• Conversion and milestone data (where available)

Clicking into UTM data (drill-down)

All UTM values in the report are clickable.

When you click on a UTM value:

• Boxly opens a list view of leads associated with that value

• You can review each lead individually

• You can open the lead profile to see conversations, notes, files, and activity

This allows you to move easily from a high-level overview to specific leads.

Filters and views

✅ UTM Reporting supports the same filters used across other Boxly reports.

You can filter by:

• Date range

• Location (if you have multiple locations)

• Channel

• Label

• Source

• Practitioner

• Box

You can also switch between:

• Activity view

• Conversion or milestone views (if enabled)

All totals update automatically based on the selected filters.

Understanding UTM fields

Here’s what each UTM field represents and how it’s used in Boxly.

UTM Source

✅ Shows where the link was shared.
✅ This usually refers to the platform or website that sent the traffic.

Common examples:

• google

• facebook

• instagram

• tiktok

✅ This means the lead came from a link shared on Facebook.

UTM Medium

✅ Shows how the link was categorised.
✅ This describes the type of traffic or channel used.

Common examples:

• cpc

• paid

• social

• email

✅ This means the link was part of a paid campaign.

UTM Campaign

✅ Shows the campaign name defined in the link.
✅ This is commonly used t o group leads from the same marketing campaign.

✅ This allows you to see all leads generated from that specific campaign in one place.

UTM Term

✅ Often used for keywords or audience targeting.
✅ This field may be empty if it was not included in the link.

Common examples:

• invisalign

• teeth_whitening

• remarketing_audience

✅ This helps identify which keyword or audience drove the lead.

UTM Content

✅ Used to differentiate between ads, creatives, or link variations within the same campaign.
✅ This is useful when multiple ads point to the same landing page.

Common examples:

• video_ad_1

• carousel_variant_b

• instagram_reel

✅ This helps you see which creative variation performed better.

Why UTM Reporting matters

UTM Reporting is essential for accurate attribution and conversion tracking.
When UTM data is present:

• Boxly can show where leads came from

• Reports reflect correct campaign performance

• Conversion events can be sent back to Google and Meta for optimisation

Without UTMs:

• Leads are marked as Direct Traffic

• Campaign performance cannot be measured correctly

• Conversion tracking becomes unreliable

Important rule: always send the full URL

Every lead must come into Boxly with the full submission URL, including:

• GCLID (for Google Ads) or FBCLID (for Meta Ads)

• All UTM parameters

If tracking parameters are missing, Boxly:

• Cannot identify the true source of the lead

• Cannot show accurate UTM reports

• Cannot send conversion events back to Google or Meta

Most tracking issues happen because the GCLID or FBCLID is missing.

Don’t see UTM data in your report?

If your UTM Report is empty or incomplete:

• Ask your marketing team or agency to set up UTMs

• Make sure UTM-tagged links are used as destination URLs in ads

You can create UTMs using Google’s free Campaign URL Builder:
https://ga-dev-tools.google/campaign-url-builder/

Once UTMs are correctly set up and the full URL is being sent to Boxly, UTM Reporting will populate automatically.

Boxly Reports Overview