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Setting up Contact Level Tracking

Setting up Contact Level Tracking

ContactLevel will track when any members of your custom audience click on your ads and visit your website or landing page. This guide will walk you through setting up the tracking pixel and UTM parameters for accurate visitor identification.

What is Contact Level Tracking?

Contact Level tracking allows you to:

  • Monitor audience engagement - See when your audience members visit your website
  • Track ad performance - Measure which campaigns drive the most traffic
  • Identify high-intent visitors - Know exactly who from your audience is engaging
  • Optimize campaigns - Use visitor data to improve targeting and messaging

Part 1: Installing the Tracking Pixel

The tracking pixel is a small code snippet that monitors when audience members visit your website.

Step 1: Access the Tracking Pixel

  1. Click "Tracking Pixel" in the left sidebar of your ContactLevel dashboard
  2. You'll see the tracking pixel code snippet ready to copy

Step 2: Copy the Code Snippet

Copy the complete tracking pixel code snippet provided. This code contains your unique tracking identifier.

If you're using Google Tag Manager:

  1. Open Google Tag Manager and navigate to your website container
  2. Create a new tag by clicking "New" in the Tags section
  3. Choose "Custom HTML" as the tag type
  4. Paste the tracking code snippet into the HTML field
  5. Set the trigger to "All Pages" to ensure tracking works across your entire website
  6. Save and publish your changes

Step 4: Alternative Installation (Direct HTML)

If you're not using Google Tag Manager:

  1. Access your website's HTML files or content management system
  2. Locate the <head> section of your website template
  3. Paste the tracking code snippet before the closing </head> tag
  4. Save and deploy your changes

Part 2: Setting up UTM Parameters

The UTM parameter works together with the tracking pixel to provide highly accurate visitor identification.

Step 1: Access UTM Parameters

  1. Navigate to your Audience in ContactLevel
  2. Click the "Tracking" tab inside your audience settings
  3. Locate the UTM parameter section

Step 2: Copy the UTM Parameter

Copy the unique UTM parameter provided for your audience. This parameter is specifically generated for your audience and ensures accurate tracking.

Step 3: Add UTM to Your Campaigns

When creating ads or campaigns, append the UTM parameter to your landing page URLs:

Example:

  • Original URL: https://yourwebsite.com/landing-page
  • With UTM: https://yourwebsite.com/landing-page?utm_source=contactlevel&utm_campaign=your_campaign_id

Step 4: How It Works Together

The combination of tracking pixel and UTM parameter provides:

  • Pixel tracking - Identifies when any visitor arrives on your website
  • UTM identification - Confirms the visitor came from your specific audience campaign
  • Accurate matching - Ensures very precise tracking of audience member engagement

Part 3: Using UTM Parameters in Ad Managers

Once you have copied your UTM parameter for your custom audience, you need to add it to your ad campaigns in the respective ad managers.

Important: The URL parameter is unique for each ContactLevel audience you create, so it is not recommended to mix multiple audiences per campaign.

Meta Ads Manager Setup

To add UTM parameters in Meta Ads Manager:

  1. Navigate to your campaign and click "Edit"
  2. Go to the Ads level (Campaigns → Ad sets → Ads)
  3. Scroll to the bottom of the ad creation/editing interface
  4. Find the "URL parameters" field
  5. Paste your audience's UTM parameter in the URL parameters field
  6. Apply to all creatives - The URL parameter needs to be added to all creatives you are running for this audience

LinkedIn Ads Manager Setup

To add UTM parameters in LinkedIn Ads Manager:

  1. Navigate to the Campaign Level (Campaign Groups → Campaign)
  2. Scroll down to find the "URL tracking parameters" section
  3. Paste your audience's UTM parameter in the tracking parameters field
  4. Campaign-level application - The UTM parameter will be applied to all ads in the campaign since it's added at the campaign level

Best Practices for Ad Manager UTM Setup

  • One audience per campaign - Don't mix multiple ContactLevel audiences in a single campaign
  • Consistent application - Ensure all creatives within a campaign use the same UTM parameter
  • Test before launch - Verify UTM parameters are working by clicking through your ads
  • Document your setup - Keep track of which UTM parameters are used for which campaigns

Best Practices

Tracking Pixel Installation

  • Test thoroughly - Verify the pixel fires on all important pages
  • Use Tag Manager - Easier to manage and update tracking codes
  • Monitor performance - Check that tracking data appears in your dashboard

UTM Parameter Usage

  • Consistent naming - Use clear, descriptive campaign names
  • Track all campaigns - Add UTM parameters to every audience-targeted campaign
  • Document parameters - Keep a record of which UTMs are used for which campaigns

Verification and Testing

Confirm Pixel Installation

  1. Visit your website after installing the pixel
  2. Check your ContactLevel dashboard for tracking confirmation
  3. Use browser developer tools to verify the pixel loads correctly

Test UTM Tracking

  1. Create a test campaign with your UTM parameter
  2. Click through from your ad to your landing page
  3. Verify tracking data appears in your ContactLevel analytics

Troubleshooting

Pixel Not Working

  • Check code placement - Ensure it's in the <head> section
  • Verify syntax - Make sure the code wasn't modified during installation
  • Clear cache - Browser or CDN caching might prevent immediate tracking

UTM Not Tracking

  • Confirm parameter format - Ensure UTM is properly formatted in URLs
  • Check campaign setup - Verify the UTM matches your audience configuration
  • Test different browsers - Some ad blockers might interfere with tracking

Next Steps

Once tracking is properly configured:

  • Launch your campaigns - Start driving targeted traffic to your website
  • Monitor performance - Use ContactLevel analytics to track engagement
  • Optimize based on data - Adjust campaigns based on visitor behavior insights

Your Contact Level tracking is now set up to provide detailed insights into how your audience members engage with your website and campaigns.