https://github.com/pokhiii/sourcetracker

CiviCRM extension for tracking sources of user registrations and sign-ups
https://github.com/pokhiii/sourcetracker

Last synced: 29 days ago
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CiviCRM extension for tracking sources of user registrations and sign-ups

• Host: GitHub
• URL: https://github.com/pokhiii/sourcetracker
• Owner: pokhiii
• License: other
• Created: 2024-06-05T13:22:21.000Z (8 months ago)
• Default Branch: main
• Last Pushed: 2024-06-06T09:16:50.000Z (8 months ago)
• Last Synced: 2024-07-16T01:13:04.445Z (7 months ago)
• Language: PHP
• Size: 37.1 KB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE.txt

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README

        
# sourcetracker

Track and analyze the sources of user registrations and sign-ups

This is an [extension for CiviCRM](https://docs.civicrm.org/sysadmin/en/latest/customize/extensions/), licensed under [AGPL-3.0](LICENSE.txt).

## Getting Started

1. Download the extension: [Download ZIP](https://github.com/pokhiii/sourcetracker/archive/refs/heads/main.zip)

    - Extract the zip file and rename it from `sourcetracker-main` to simply `sourcetracker`

    - Move the extension (unzipped) to your CiviCRM extension directory. Eg. in WordPress it is will be `path/to/wordpress/wp-content/uploads/civicrm/ext`

2. Install the extension

    - Login to your CMS and navigate to the CiviCRM dashboard

    - Navigate to the **Administer** > **System Setting** > **Extension**

    - Find **Source Tracker** in extension and install it (Refresh the page if you can't see the source tracker extension)

3. Create a custom field named `Source`

    - Navigate To the **Administer** > **Customize Data and Screen** > **Custom Field**

    - Click on **Add Set of Custom Fields**

    - Create a custom field named `Source` (the name should be the same & case-sensitive) and mark **hidden** on Field Input Type

	

4. Use this field in any Profile

   - Include this field in any Profile

   - Use the Profile for registrations. Eg. in WordPress it is equivalent to using the shortcode on a WordPress page.

   - Add the UTM parameter at the end of the registration form page URL. Eg. `?utm_source=whatsapp`

   - Submit the registration form

   - Navigate to the **Search** > **Find contacts**

   - Click on the contact you registered; you will see the Source field filled with the value in the `utm_source`

## Known Issues

No issues reported yet.