# Ordio Loop Tracking Setup

**Last Updated:** 2026-03-04

Complete tracking and analytics setup for Ordio Loop promotion across all channels.

## UTM Parameter Strategy

### Standard Parameters

**Parameter Structure:**
```
utm_source=[channel]
utm_medium=[medium]
utm_campaign=[campaign_name]
utm_content=[specific_identifier]
utm_term=[keyword] (for search ads only)
```

### Parameter Values

**utm_source:**
- `website` - Website banner, homepage, product pages
- `linkedin` - LinkedIn ads and organic posts
- `meta` - Facebook and Instagram ads
- `google` - Google Ads
- `tiktok` - TikTok ads
- `email` - Email campaigns
- `trade_fair` - Trade fair materials
- `blog` - Blog posts

**utm_medium:**
- `banner` - Top banner, website banners
- `social` - Social media posts (organic)
- `cpc` - Paid social media ads
- `email` - Email campaigns
- `referral` - Blog posts, external referrals
- `trade_fair` - Trade fair materials

**utm_campaign:**
- `top_banner` - Website top banner
- `linkedin_awareness` - LinkedIn awareness campaign
- `linkedin_consideration` - LinkedIn consideration campaign
- `linkedin_conversion` - LinkedIn conversion campaign
- `google_branded` - Google Ads branded campaign
- `google_competitor` - Google Ads competitor campaign
- `google_generic` - Google Ads generic campaign
- `blog_affiliate_guide` - Blog post about affiliate programs
- `newsletter_partner_intro` - Newsletter partner introduction
- `internorga_2026` - Internorga trade fair 2026

**utm_content:**
- `earnings_calc` - Earnings calculator visual
- `success_story` - Success story post
- `comparison_table` - Comparison content
- `business_card` - Business card QR code
- `flyer` - Flyer QR code
- `banner` - Booth banner QR code
- `tablet` - Tablet registration

**utm_term:** (Search ads only)
- Actual keyword that triggered the ad

---

## URL Examples

### Website Banner
```
https://www.ordio.com/partner?utm_source=website&utm_medium=banner&utm_campaign=top_banner
```

### LinkedIn Ad - Awareness
```
https://www.ordio.com/partner?utm_source=linkedin&utm_medium=cpc&utm_campaign=linkedin_awareness&utm_content=earnings_calc
```

### LinkedIn Ad - Consideration
```
https://www.ordio.com/partner?utm_source=linkedin&utm_medium=cpc&utm_campaign=linkedin_consideration&utm_content=success_story
```

### LinkedIn Ad - Conversion
```
https://www.ordio.com/partner?utm_source=linkedin&utm_medium=cpc&utm_campaign=linkedin_conversion&utm_content=cta_button
```

### Google Ads - Branded
```
https://www.ordio.com/partner?utm_source=google&utm_medium=cpc&utm_campaign=google_branded&utm_term=ordio+partnerprogramm
```

### Google Ads - Competitor
```
https://www.ordio.com/partner?utm_source=google&utm_medium=cpc&utm_campaign=google_competitor&utm_term=[competitor]+partnerprogramm
```

### Blog Post
```
https://www.ordio.com/partner?utm_source=blog&utm_medium=referral&utm_campaign=blog_affiliate_guide
```

### Email Campaign
```
https://www.ordio.com/partner?utm_source=email&utm_medium=email&utm_campaign=newsletter_partner_intro&utm_content=cta_button
```

### Trade Fair - Business Card
```
https://www.ordio.com/partner?utm_source=trade_fair&utm_medium=trade_fair&utm_campaign=internorga_2026&utm_content=business_card
```

### Trade Fair - Flyer
```
https://www.ordio.com/partner?utm_source=trade_fair&utm_medium=trade_fair&utm_campaign=internorga_2026&utm_content=flyer
```

---

## Conversion Tracking

### Google Analytics 4 Events

**Event 1: Banner Click**
```javascript
gtag('event', 'ordio_loop_banner_click', {
  'banner_location': 'top',
  'banner_text': 'Verdiene monatlich mit Ordio Loop',
  'event_category': 'Ordio Loop',
  'event_label': 'Top Banner'
});
```

**Event 2: Partner Page View**
```javascript
gtag('event', 'ordio_loop_page_view', {
  'page_path': '/partner',
  'event_category': 'Ordio Loop',
  'event_label': 'Partner Page'
});
```

**Event 3: Registration Form Start**
```javascript
gtag('event', 'ordio_loop_form_start', {
  'form_name': 'Partner Registration',
  'event_category': 'Ordio Loop',
  'event_label': 'Registration Form'
});
```

**Event 4: Registration Completion**
```javascript
gtag('event', 'ordio_loop_registration_complete', {
  'form_name': 'Partner Registration',
  'event_category': 'Ordio Loop',
  'event_label': 'Registration Complete',
  'value': 1
});
```

**Event 5: Dashboard First Login**
```javascript
gtag('event', 'ordio_loop_dashboard_login', {
  'event_category': 'Ordio Loop',
  'event_label': 'First Dashboard Login',
  'value': 1
});
```

**Event 6: First Referral Link Generated**
```javascript
gtag('event', 'ordio_loop_first_link_generated', {
  'event_category': 'Ordio Loop',
  'event_label': 'First Referral Link',
  'value': 1
});
```

**Event 7: First Lead Referred**
```javascript
gtag('event', 'ordio_loop_first_lead', {
  'event_category': 'Ordio Loop',
  'event_label': 'First Lead Referred',
  'value': 1
});
```

---

## GTM DataLayer Pushes

### Banner Click
```javascript
window.dataLayer = window.dataLayer || [];
window.dataLayer.push({
  'event': 'ordio_loop_banner_click',
  'banner_location': 'top',
  'banner_text': 'Verdiene monatlich mit Ordio Loop',
  'banner_campaign': 'top_banner'
});
```

### Partner Page View
```javascript
window.dataLayer = window.dataLayer || [];
window.dataLayer.push({
  'event': 'ordio_loop_page_view',
  'page_path': '/partner',
  'utm_source': getUrlParameter('utm_source'),
  'utm_medium': getUrlParameter('utm_medium'),
  'utm_campaign': getUrlParameter('utm_campaign')
});
```

### Registration Form Start
```javascript
window.dataLayer = window.dataLayer || [];
window.dataLayer.push({
  'event': 'ordio_loop_form_start',
  'form_name': 'Partner Registration',
  'form_location': 'partner_page'
});
```

### Registration Completion
```javascript
window.dataLayer = window.dataLayer || [];
window.dataLayer.push({
  'event': 'ordio_loop_registration_complete',
  'form_name': 'Partner Registration',
  'partner_id': '[Partner ID]',
  'utm_source': getUrlParameter('utm_source'),
  'utm_medium': getUrlParameter('utm_medium'),
  'utm_campaign': getUrlParameter('utm_campaign')
});
```

---

## HubSpot Tracking

### Form Tracking

**Registration Form:**
- Form ID: `[Form GUID]`
- Form Name: "Ordio Loop Partner Registration"
- Conversion Type: `partner_registration`

**Properties to Track:**
- `utm_source`
- `utm_medium`
- `utm_campaign`
- `utm_content`
- `utm_term`
- `partner_referral_source` (custom property)

### Contact Properties

**Custom Properties:**
- `ordio_loop_registration_source` - Source of registration (website, linkedin, email, etc.)
- `ordio_loop_registration_campaign` - Campaign name
- `ordio_loop_registration_medium` - Medium (banner, social, email, etc.)
- `ordio_loop_registration_date` - Registration date
- `ordio_loop_first_referral_date` - Date of first referral
- `ordio_loop_first_deal_date` - Date of first deal

---

## Conversion Funnel Tracking

### Funnel Stages

1. **Awareness** - Banner click, page view
2. **Interest** - Page scroll, time on page
3. **Consideration** - Form start, calculator use
4. **Action** - Registration completion
5. **Activation** - Dashboard login, first link generated
6. **Engagement** - First lead referred, first deal

### Tracking Implementation

**Stage 1: Awareness**
- Track banner clicks
- Track page views
- Track traffic sources

**Stage 2: Interest**
- Track scroll depth
- Track time on page
- Track calculator interactions

**Stage 3: Consideration**
- Track form starts
- Track form abandonment
- Track FAQ opens

**Stage 4: Action**
- Track form completions
- Track registration success
- Track errors

**Stage 5: Activation**
- Track dashboard logins
- Track first link generation
- Track resource downloads

**Stage 6: Engagement**
- Track first lead referral
- Track first deal
- Track ongoing activity

---

## Reporting Dashboard

### Key Metrics

**Acquisition Metrics:**
- Registrations by source
- Registrations by medium
- Registrations by campaign
- Cost per registration (CPR)
- Registration conversion rate

**Activation Metrics:**
- Partner activation rate (first referral within 30 days)
- Time to first referral link
- Time to first lead
- Dashboard login rate

**Engagement Metrics:**
- Active partners (logged in within 30 days)
- Referral links generated
- Leads referred
- Deals won

**Revenue Metrics:**
- Total partner MRR
- MRR by partner level
- Average MRR per partner
- Channel ROI

### Reporting Frequency

**Weekly:**
- Registration trends
- Top performing channels
- Conversion rates

**Monthly:**
- Full performance report
- Channel comparison
- ROI analysis
- Recommendations

**Quarterly:**
- Strategic review
- Budget allocation review
- Channel optimization
- Goal setting

---

## Implementation Checklist

### Google Analytics 4

- [ ] Set up GA4 property
- [ ] Configure conversion events
- [ ] Set up custom dimensions
- [ ] Create conversion goals
- [ ] Set up reporting dashboard

### Google Tag Manager

- [ ] Set up GTM container
- [ ] Configure dataLayer pushes
- [ ] Set up triggers
- [ ] Test all events
- [ ] Publish container

### HubSpot

- [ ] Create custom properties
- [ ] Set up form tracking
- [ ] Configure workflows
- [ ] Set up reports
- [ ] Test tracking

### UTM Parameters

- [ ] Document all parameter values
- [ ] Create URL builder tool
- [ ] Test all URLs
- [ ] Verify parameter preservation
- [ ] Set up parameter tracking

### Conversion Tracking

- [ ] Implement banner click tracking
- [ ] Implement page view tracking
- [ ] Implement form tracking
- [ ] Implement registration tracking
- [ ] Test all events

---

## Testing & Validation

### Pre-Launch Testing

1. **Test all UTM URLs**
   - Verify parameters are preserved
   - Check redirects work correctly
   - Test on multiple devices

2. **Test tracking events**
   - Verify GA4 events fire
   - Check GTM dataLayer pushes
   - Validate HubSpot tracking

3. **Test conversion funnel**
   - Walk through entire funnel
   - Verify each stage tracks correctly
   - Check data appears in reports

### Post-Launch Validation

1. **Monitor tracking**
   - Check for missing events
   - Verify data accuracy
   - Review conversion rates

2. **Optimize based on data**
   - Identify top performing channels
   - Optimize underperforming channels
   - Adjust budget allocation

---

## Related Documentation

- [Promotion Strategy](promotion-strategy.md)
- [Email Workflows](email-workflows.md)
- [Social Media Templates](social-media-templates.md)
- [Trade Fair Materials](trade-fair-materials.md)