How to Capture and Store UTM Parameters using Javascript and Cookies

Simply passing UTMs from your URL into a form isn't enough. This article goes into depth on the "right way" to capture and store UTM parameters and includes the javascript tracking code snippet.

How to Pass UTM Values from Cookies to Hidden Fields in a Form

You have your UTM parameters stored in a cookie, but now what? This article goes into detail on how to pass the UTM values from your cookies into a hidden field in your form.

How (and Why) to Stamp UTMs on Campaign Member Records in Salesforce

This playbook is designed to be a step-by-step guide on how to stamp UTM parameters on to the Camapign Member record in Salesforce.

How to Maintain Perfect Lead, Contact, and Account Ownership in Salesforce

Having accurate ownership of records across your Salesforce organization has a massive impact on the efficiency and productivity of your entire revenue team. Here's the playbook on how to maintain perfect ownership across Salesforce.

How to implement a (mostly) Contacts-only strategy in Salesforce

This playbook is designed to be a step-by-step guide on how to implement a (mostly) Contacts-only strategy in Salesforce using lead-to-account matching, auto-conversion, and Account auto-creation.