SourceTag

Form Setup

Set up SourceTag with Calendly

Calendly handles data capture differently from traditional form builders. You can pass attribution data via UTM parameters in the Calendly embed URL, or through Invitee Questions configured as hidden. SourceTag supports the UTM parameter method on the embed.

How it works

When Calendly is embedded on your page, SourceTag appends UTM parameters to the Calendly embed URL. Calendly natively tracks UTM parameters and includes them in the booking data, integrations (Zapier, HubSpot, Salesforce), and the API.

For SourceTag’s custom fields (beyond standard UTMs), you can use Calendly’s routing form or custom questions feature.

What you need

  • SourceTag installed on your website
  • A Calendly Pro or higher plan (UTM tracking requires a paid plan)
  • Calendly embedded on your site using the inline embed

Step 1: Enable UTM tracking in Calendly

  1. Log in to Calendly
  2. Go to Account Settings > Tracking (or the event type’s settings)
  3. Make sure UTM tracking is enabled

Calendly automatically captures utm_source, utm_medium, utm_campaign, utm_term, and utm_content from the page URL or the embed URL.

[IMAGE: Screenshot of Calendly account settings showing UTM tracking enabled]

Step 2: Embed Calendly on your page

Use the inline embed method. This is the recommended approach for SourceTag.

<!-- Calendly inline embed -->
<div class="calendly-inline-widget" data-url="https://calendly.com/your-username/meeting-type" style="min-width:320px;height:700px;"></div>
<script type="text/javascript" src="https://assets.calendly.com/assets/external/widget.js" async></script>

SourceTag detects the Calendly embed on the page and appends the visitor’s UTM parameters to the data-url automatically.

[IMAGE: Screenshot of a Calendly inline embed on a website]

Step 3: Add custom questions for SourceTag fields (optional)

If you want to capture SourceTag-specific fields beyond standard UTMs (like st_fc_channel, st_visits, etc.), you can add custom invitee questions:

  1. In Calendly, edit your event type
  2. Go to Invitee Questions
  3. Add a new question for each SourceTag field
  4. Set the question text to the field name (e.g. st_fc_channel)
  5. Set the question to Hidden if your Calendly plan supports it

Not all Calendly plans allow hidden questions. If your plan does not, you can rely on the standard UTM parameters that Calendly captures natively.

[IMAGE: Screenshot of Calendly invitee questions settings]

Step 4: Test

Visit the page with UTM parameters:

?utm_source=test&utm_medium=cpc&utm_campaign=calendly-test

Book a test appointment. In Calendly, check the booking details. Under UTM Parameters or Tracking, you should see the attribution data.

If you set up custom questions, check those in the booking details as well.

[IMAGE: Screenshot of Calendly booking details showing UTM tracking data]

Mapping to SourceTag fields

Calendly’s native UTM tracking maps to SourceTag’s standard channel parameters:

Calendly UTMSourceTag field
utm_sourceMaps to channel detail fields
utm_mediumMaps to channel classification
utm_campaignMaps to campaign detail
utm_termMaps to keyword detail
utm_contentMaps to ad content detail

For full first-click/last-click attribution with all SourceTag fields, the custom questions method is more complete.

Tips

  • The inline embed is the most reliable method. Popup embeds work too, but the inline embed gives SourceTag the most consistent access to the widget.
  • Calendly’s UTM data flows through to integrations. If you connect Calendly to HubSpot, Salesforce, or Zapier, the UTM data will be available in those platforms.
  • If your Calendly plan does not support hidden questions, consider using a form on your site first (to capture attribution), then redirecting to Calendly, or embedding the form and Calendly on the same page.
  • Check that SourceTag loads before the Calendly widget. The script order on the page matters.