URL rules are an easy create way to create sources passively if the visiting URLs have distinct words or snippets in the URL.
WARNING: If you’re tracking link clicks sending traffic to your landing page, the best option is to track via THIS GUIDE. This allows you to track more granularly and will provide the most accurate data possible. URL rules are best utilized when you don’t have control over source links. If you have any questions please contact in-app support or the onboarding team.
How URL Rules Work
When URL rules are set HYROS will watch the URL that people visit from. Many times our users already have UTMs on these URL or they have distinct text in them.
For example organic Facebook will always send users to a URL with the parameter “?FBCLID” added.
Another example is if you already have set up UTM parameters on your ORGANIC traffic. For example, a visit from youtube may have ?utm=youtube in the URL of the visitor.
You can create a rule that will allow HYROS to spot these unique terms and if spotted attribute a source to the visitor. This allows you to easily plug large tracking gaps from organic and easy to miss sources.
How To Create a URL Rule
Creating URL rules is easy. To do so just go TRACKING ->URL RULES. Then click “+New URL Rule”
Set the name to something that will indicate the source.
Set the tag to the name of the source
THEN : Analyze the text of visiting URLs you would like to track. For example if you are sending traffic with a URL that looks like this “yoursite.com?utm=youtube” you will want to use the unique text “utm=youtube”.
Paste this text in the “Words to match” form.
Here is an example.
URL rules are not only used to create sources. You can change the tag that is applied to the lead to track anything. For example, if you wanted to apply an “!Optin1” tag to the lead to signify that they came through a specific opt in, you can set the rule like this:
This will add an “!Optin1” tag to the lead each time they opt in via that specific page, then you can use this tag to filter inside your reports.
For more information on our tags, see HERE.
Referrer URL vs Previous URL
Referrer URL = A page that was tracked by our script.
Previous URL = The page/website that the user was on previously.
When searching through a user’s click journey, you will see both URLs as shown here:
In the above example, if you wanted to track the click from youtube you would need to set up the URL rule like this:
IMPORTANT PLEASE READ: A few Warnings regarding URL rules
BE VERY CAREFUL TO MONITOR THE RESULTS OF YOUR RULE. If your matched word is in unintended URLS it could attribute the source incorrectly. For example if you use the word “email” as your matched word then people visit a blog post with the URL blog.com/email-guide, all visitors to this guide will get tagged email. Make sure your rule is isolated to unique URLs and instances.
BEFORE SETTING UP A URL RULE FOR ORGANIC FACEBOOK, YOUTUBE OR GOOGLE ETC, please make 100% sure ad tracking is set up correctly first, otherwise, for example, if a youtube ad is not tracked correctly, the above URL rule will falsely track a Youtube organic click instead of a google ad click. For this reason, when possible it is always safer + more accurate to track via THIS GUIDE, and if that’s not possible, THEN creating a URL rule using the referrer URL will help to avoid this issue if there are specific UTM’s identifying the source (eg “utm_source=youtube&utm_medium=organic” clearly identifies an organic click).
Any questions or doubts at all about any of this guide, please reach out the support team.