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Quotify Update

๐Ÿ“Š Track Marketing Campaigns in Klaviyo and HubSpot

You can now forward UTM parameters and ad click IDs from your quote requests straight into Klaviyo profiles and HubSpot contacts. ๐ŸŽฏ Finally, full attribution on every quote.

When a customer submits a quote, Quotify already captures the campaign data attached to their visit โ€” utm_source, utm_medium, utm_campaign, utm_term, utm_content, plus Google Ads (gclid) and Microsoft Ads (msclkid) click IDs. Now you can map any of those to a custom property on your Klaviyo or HubSpot side and segment, score, or attribute contacts based on the marketing that drove them.

Head to Settings โ†’ Klaviyo or Settings โ†’ HubSpot, scroll to the Custom Properties section, and pick the UTM parameter you want from the new Tracking group in the value dropdown.

Need to combine values (e.g. google/cpc)? The custom value field now supports Liquid templates, so you can build attribution strings like {{ quote.utm_parameters.source }}/{{ quote.utm_parameters.medium }} and forward them as a single property. ๐Ÿงช

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