Guide · Attribution · Beta
Where each case comes from
ioZen keeps the campaign, the ad and the page each person arrived through with their case. So you see what brings you customers, case by case and across your whole workspace.
What ioZen keeps on its own
When someone opens your Intake Bot, ioZen reads the link they came through and keeps with the case:
- The UTM parameters: source, medium, campaign, content, term and campaign ID.
- The click IDs from your ads, such as Meta's or TikTok's.
- The page the bot was on and the page the person came from. When the bot is embedded on your site, that's the page on your site.
- The approximate location: city, region and country.
- The first touch: if the person had come before from another campaign, ioZen keeps that first one too.
There's nothing to install. It works the same with the link, the QR code and the bot embedded on your site.
1. Put UTMs on your links
Add UTMs to your Intake Bot's link in every ad or post. For example, a mechanic's workshop advertising brake checks on Instagram uses its link with ?utm_source=instagram&utm_campaign=brakes. Every case that comes in through that ad is tagged instagram and brakes.
Meta and TikTok add their click IDs themselves when someone taps your ad. You don't have to write them.
2. See where a case came from
Open the case on your Process Board. Under “Source” (if it's collapsed, tap it to open it), tap “View”: the submission opens in its Intake Bot. There, the “Attribution” tab shows:
- “UTM Parameters”, with the source, medium and campaign.
- “Ad Platform Click IDs”.
- “Context”, with the “Referrer” and the “Landing Page”.
- “Location”.
- “First Touch Attribution”, if the person came before through another campaign.
You can also get there from the Intake Bot: open the “Submissions” tab and tap a submission.
3. Compare your campaigns
In your workspace menu, tap “Analytics”. Under “Traffic sources” you see one row per source and campaign, with its “Cases”, across all your Intake Bots. It counts the last campaign each person came through. Pick “Last 30 days”, “Last 90 days” or “Last year”.
The “Unattributed” row gathers the cases that came in with no UTMs, and above the table you see why: they came in on WhatsApp or through the API, the bot had capture turned off, or the visit had no UTMs (someone who typed the address or came from a search engine).
Each Intake Bot has the same table, with only its own cases, in its “Analytics” tab.
Adjust capture for a bot
Open the Intake Bot, go to “Settings”, then “Marketing”. Under “Attribution Capture”:
- “Enable Attribution Tracking” is the main switch. Turn it off and the bot stops keeping UTMs and click IDs, and the “Conversion Events” go away too.
- “Capture UTM Parameters” and “Capture Click IDs” turn each part off on its own.
What you turn off doesn't stay in the saved page either: ioZen strips those parameters from the link.
Tell your ads about it
With this data, each case can go back to Meta, TikTok and Google Analytics so your ads learn which people actually finish the conversation. Read Send your cases to Meta, TikTok and Google Analytics.
Frequently asked questions
- Which plan is it on?
- It starts on the Business plan, and it's in the 14-day trial too.
- Do I have to set anything up?
- No. Capture is on in every Intake Bot. You only need UTMs on the links in your ads and posts.
- What about cases that come in on WhatsApp?
- If the conversation didn't start from an ad, the case carries no campaign data and the tab says “No campaign attribution”.
- What about cases created through the API?
- They don't go through a page, so they carry no UTMs or click IDs. The tab says “Created through the API”.
- If I turn capture off, is what I had deleted?
- No. Only that bot's new cases arrive without that data. The ones you already had stay as they are.