Solutions keyboard_arrow_down keyboard_arrow_up
Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Resources keyboard_arrow_down keyboard_arrow_up
Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blog
University Pricing Chat
clear

Use tracking filters in automations

Last updated on: November 22, 2024

When you’re running marketing automation on multiple mediums and platforms, it’s common to wonder exactly what’s working and what isn’t. Performance Mode’s advanced dropdown menu called Tracking provides clarity by filtering your automation results with UTM parameters.

Performance Mode tracking filters are available to users with Ontraport Pro accounts and above. Please note that this feature only works if you have UTM tracking set up for the links within your automation maps.

  1. View your automation map in Performance Mode.
  2. Click Tracking.
  3. Click the first dropdown under tracking to select which UTM variable you would like to sort by.
  4. Click the second dropdown to select first or last click.
    • First click allows you to see information for the first link contacts clicked when they opted-in. Not all of your contacts will have first attributions, because they’re only automatically applied to new contacts who clicked a UTM link.
    • Last click allows you to see which email actually brought your contact to complete the action you set your goal for.
  5. Once you fill in both dropdowns, one of two things will happen:
    • If you select “last,” "Please select a goal to view the last click attribution" will appear on your screen. Click the goal you would like to see stats for to view which UTM links contacts clicked before they achieved your goal.
    • If you select “first,” you’ll be able to click a goal to see the first links that were clicked by the contacts who achieved your goal; however, the goal conversion rate report is most meaningful when used with last attributions.
  6. To see the goal conversion rates for specific items, click check to select which items you would like to filter by.
  7. Click Clear All to clear your selections.
  8. Hover over an item and click Details to filter by other UTM parameters.

Example automation

Related university lessons

Tracked links
This lesson covers how to track your contacts’ activities and trigger automations using tracked links so you know where your leads are coming from.
Lead source tracking in Performance Mode
Learn to do lead source tracking in Performance Mode so you can know for sure where your quality leads and customers are coming from and maximize your marketing efforts.
UTM variables
Set up UTM tracking so you can see which of your marketing efforts are bringing you the most visitors, leads and sales.
arrow_drop_down_circle
Divider Text

Related support articles

arrow_forward
Measure automation performance
arrow_forward
Performance mode stats and reports

 Pro tips

Want to view your UTM tracking results for a specific timeframe or KPI? Check out this article.
Features
Company
Resources
Live events
Access
© Ontraport 2024
playlist_add_check
PCI DSS, Level 1
security
Privacy Shield Certified
[bot_catcher]