UTM tracking on invoice and quote link

API & SDK
1

Originally posted by Kurtis Lyon

Hi everyone,

I would love to get UTM tracking implemented with ServivceM8, ultimately to be able see the sources/channels that revenue is coming from.

I have had a look and can only see the ability to do so using customer checkout with an addon. This obviously isn’t viable as I imagine it wouldn’t be for most trade business’s.

I am wondering if there is a way to get UTM implemented into the quote and invoice link?

Has anyone looked into this and found a resolution? Or spoken to ServiceM8 about it. Surely this is a simple feature they could be interested in implementing?

Any help is much appreciated!

2

There are a few posts like this, but it would be GREAT if the Invoice/Quote Link URL was made available via the API.

3

Hi miciah_stamates,

The customer-facing “view online” link for quotes and invoices is generated from the {document} merge field in your Email/SMS templates, which creates a unique online viewing link when the PDF is sent.

That client-facing {document} link isn’t currently available as a dedicated field/endpoint in the ServiceM8 API.

If the main goal is attribution, ServiceM8 can track UTM sources for Online Booking URLs by appending &utm_source=SourceName, and the online booking reports can show revenue generated after job completion by booking source: How to track the source of your Online Bookings - ServiceM8 Help Center

The best way to get “Quote/Invoice link via API” (and UTM support on those links) in front of the product team is to email the use case to support@servicem8.com (feature ideas guide here: How to submit feature ideas for ServiceM8 - ServiceM8 Help Center).

Thanks,
Cody