---
title: "UTM Reporting in Boxly"
description: "Gives you a clear view of where your leads are coming from using UTM data."
url: https://help.boxly.ai/en/articles/10182785-utm-reporting-in-boxly
collection: "Reporting"
updated: 2026-10-31
language: en
---

# UTM Reporting in Boxly

Gives you a clear view of where your leads are coming from using UTM data.

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](https://app.boxly.ai/report/utm-reports) 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.

![](https://staticfiles.gleap.io/ghelparticle/elZEhMny41Oy5LCBEFPU9KHdMA3wRxovSFIkXkCoEWVgPMfKbFlb5D8PmGTwuEHR2CTbO0o0iMG.png)

## 📊 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.

![](https://staticfiles.gleap.io/ghelparticle/mNAwmq15Bc8FvUwEw6SGnNb3SfMh46NmrsXOZdYrCcEjcqdUpNtJyxsNVOzdNOhCkHUv4FvFTZp.gif)

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
    

> **Success:** 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)
    

> **Success:** All totals update automatically based on the selected filters.

![](https://staticfiles.gleap.io/ghelparticle/8cCcF1Y5H9Zd5bJ0xFCn58jsIzfQ6LpsdClsSCTQU6YC2xGYZGN3Acsj1CjcUNs5fXwLHAOZblr.gif)

## Understanding UTM fields

* * *

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

![](https://staticfiles.gleap.io/ghelparticle/NxO3jC8uHfgsPnz3xovrDDcnlMpPFciVRqSqrQXRPcRI0k9xizmdphlhelnRQYPkRtmFiyKpCGS.png)

### 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
    

> **Example:**  
> utm\_source = facebook

✅ 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
    

> **Example:**  
> utm\_medium = cpc

✅ 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.

> **Example:**  
> utm\_campaign = UK\_London\_Fulham\_Branded

✅ 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
    

> **Example:**  
> utm\_term = invisalign

✅ 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
    

> **Example:**  
> utm\_content = 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
    

![](https://staticfiles.gleap.io/ghelparticle/GDswNPreWm27hGclzPEeanIdnyOje8pCSL0CLNmOXMOae4kVE8pMJc4LisfF7C5yGYkOxQOxR89.png)

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.

> **✅ Correct Google Ads URL example**
> 
> [**https://www.yoursite.com/whitening?gclid=EAIaIQob123&utm\_source=google&utm\_medium=cpc&utm\_campaign=whitening\_jan**](https://www.yoursite.com/whitening?gclid=EAIaIQob123&utm_source=google&utm_medium=cpc&utm_campaign=whitening_jan)
> 
> **✅ Correct Facebook Ads URL example**
> 
> [https://www.yoursite.com/braces?fbclid=IwAR0ABCD123&utm\_source=facebook&utm\_medium=cpc&utm\_campaign=braces\_offer](https://www.yoursite.com/braces?fbclid=IwAR0ABCD123&utm_source=facebook&utm_medium=cpc&utm_campaign=braces_offer)
> 
> ❌ **Incorrect URL examples**
> 
> [https://www.yoursite.com/braces](https://www.yoursite.com/braces)  
> yoursite.com/whitening
> 
> These URLs contain **no tracking information,** so Boxly cannot attribute or track conversions.

## 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/](https://ga-dev-tools.google/campaign-url-builder/)

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

[Go to UTM Reporting](https://app.boxly.ai/report/utm-reports)

[Boxly Reports Overview](gleap://article/10182698)