IN THIS ARTICLE:
Tracking conversions
Many of our users successfully track conversions by using our Google Analytics integration or by redirecting invitees to an external site after scheduling. To track conversions directly within Calendly, add UTM parameters to your scheduling links. Using these customized links will allow you to see what sources in your campaign are driving the most scheduling traffic.
When sharing your scheduling link, append the URL and include the title of your campaign or source. You can track the campaign, source, medium, content, or term. If you were running a summer campaign across different social media platforms, for example, you may wish to track how many scheduled events come from each. Here's a link you might use:
Calendly.com/YOURLINK?utm_campaign=summer&utm_source=facebook
Once an event is scheduled by an invitee who followed the unique link, Calendly will begin tracking the parameters you've set. You can view the parameters you've set by filtering your dashboard.
Filter events on your dashboard
On your dashboard, Calendly lists all of your upcoming events. To include past events, click All Upcoming in the upper right corner of the page and set a date range. Select Show Filter to sort these events by event type, active or canceled events, and the tracking IDs from using UTM parameters.
If you are an owner or admin of an organization, you'll be able to view events for all other users as well. Navigate to the All Users tab on your dashboard and use the Show filter options to sort through the events you would like to view.
Export event details
Once you've filtered the events on your dashboard, you can use the Export button to export your event details into a CSV file to use in external spreadsheets. Invitee names and email addresses, tracking ID information, and the answers to your custom questions will be included.