Source Tracking allows you to view the sources that have the highest impact in attracting candidates to apply your jobs. This can be done from the Source Tracking page, where you can input the keys your team utilizes and share them with your sourcing partners. As candidates apply, these data points will be tracked and displayed in charts on the Source Tracking dashboard for easy review and analysis.

Navigation

Navigate to the Source Tracking page by first clicking the All Apps button in the top left corner of the screen and then the Settings app from the dropdown that appears. When the Settings page opens, click Source Tracking under the Platform section.

Source Tracking page

The Source Tracking page hosts all UTM parameters for easy tracking. Urchin Tracking Module (UTM) parameters are five variants of URL parameters used by marketers to track the effectiveness of online marketing campaigns across traffic sources and publishing media. These variants include:

1. Source ID – (utm_source) This parameter specifies the traffic source, such as Google, Bing, or Facebook. Sources are tracked based on the following, depending on which method is deemed more appropriate based on the specific use case, and in the below order:
   • URL Parameters
   • Cookies
   • Pixels

2. Medium – (utm_medium) This parameter specifies the marketing medium, such as email, banner, or CPC.
3. Campaign – (utm_campaign) This parameter is used to identify a specific marketing campaign.
4. Term – (utm_term) This parameter is used to track paid search keywords.
5. Content – (utm_content) This parameter differentiates similar content, such as two different ads. 

An additional Other option allows you to enter in an additional sixth category that you may want to track, such as Affiliate ID, GPS Coordinates, or Demographic.

Parameters

Different Sourcing Partners may use a variance in how they structure their UTM keys. The CEM can easily support this use case in order to track multiple Sourcing Partners who use varied UTM key formats for the same category. 

Add parameters

To add an additional UTM parameter key for tracking, complete the steps below.

1. Click the preferred Source Tracking Category.
2. In the slide-out drawer that opens, click + Add Source.
   
   
    
3. A new field will appear where you can enter in a different UTM key within the same category.
   • Notes:
     • Only the following characters are supported within this field:
       • The alphanumeric characters "a" through "z," "A" through "Z," and "0" through "9".
       • The special characters period (.), dash (-), asterisk (*), and underscore ( _ ).
     • The system will automatically look for any of these UTM keys when candidates apply in order to capture all of your candidates’ UTM parameter tracking needs.
4. Click Save to add the source/UTM key.

Remove parameters

You can easily remove a URL parameter by clicking the trash can icon listed to the right of its field. Ensure to save the page after a change is made.

• Note: The trash icon will only display when two or more fields are listed for a given UTM parameter category.

Custom Tracking Categories

You can add non-standard or custom Source Tracking Categories to your account to help handle more complex use cases and track a wider range of data for candidate sourcing traffic. To add additional categories, follow the steps below.

1. Click the + Add Tracking Category button in the top right corner of the Source Tracking page.
   
   
    
2. A slide-out drawer will open where you can add the name and description of the Tracking Category.
   • Note: A minimum of 5 characters is required for the Description field. This field also allows for a maximum of 160 characters.
3. Enter at least one source parameter for this category in the Enter Source field.
4. If necessary, add additional sources under this category by clicking the + Add Source button and entering in the source name.
   • Note: You can add up to 10 sources.
5. Click Create in the bottom right corner of the drawer to add the new Source Tracking Category to the list.

Edit custom categories

You can edit a Custom Tracking Category in one of two ways:

• Click into the category row.
• Hover over the category; click its action menu, or the three dot icon; and then select Edit.
  
  
   

A slide-out drawer will then open where you can make and save changes to the category.

Delete custom categories

To delete a custom category, simply hover over the category; click its action menu, or ellipses; and then select Delete. A confirmation modal will then display where you can click Delete and remove the category from the list.

Source Tracking dashboard

A Source Tracking dashboard is housed in Analytics & Reporting and includes two charts that will show a breakdown of candidate traffic by Source and Stage. Click here to learn more about this dashboard.

Apply a source value

You can apply a source value to candidates directly on a Campaign or a Candidate Profile. This ensures that your Source Tracking efforts are accurate and effective.

Default source values

Campaigns

If uploading a candidate audience, a Source selector will display and allow you to search and select the source tied to candidates from the values that already exist in the system.

Candidate Profile

In order to apply a source to a candidate’s profile, you will have to add the UTM Source ID field to the Candidate Summary. 

From the Candidate Summary Builder, update the Candidate Summary to display UTM Source ID.

When creating or editing a candidate’s profile, you will have the option to search and select a source value tied to the candidate from the values that already exist in the system. 

Permissions

FAQs