Marketing Attribution and Data Tracking

with Schedule Engine


Schedule Engine and Schedule Engine Live offer a number of features to be able to track and measure the effectiveness of marketing spend. 


URL Parameters or <script> Attributes

Schedule Engine reads and stores the following URL (querystring) parameters or script tag attributes when using the Schedule Engine online booking tool or the Schedule Engine webchat tool.  These parameters will be stored with each booked appointment or webchat interaction and can be viewed or exported in the Schedule Engine Dashboard.  This data can also be used to set campaign information in jobs/work orders that are created in a Field Service Management (FSM) system.


Parameter

Description

clid

A general purpose click ID

fbclid

Facebook Click ID

gclid

Google Click ID

se_affiliate

Schedule Engine Affiliate ID

se_campaign

Schedule Engine Campaign ID

se_custom_field_1 - 10

Schedule Engine Custom Field

se_lead_source

Schedule Engine Lead Source

utm_campaign

UTM Campaign

utm_content

UTM Content

utm_medium

UTM Medium

utm_source

UTM Source

utm_term

UTM Term


Method Parameters

These parameters can be passed into the Schedule Engine booking .show() method or into the Schedule Engine webchat .loadChat() or .open() methods.

            <button onclick="ScheduleEngine.show({

            campaign: 'Your_Campaign_Name'

            })">Book Now</button>

 

Note: setting tracking values using the .show() method will override the values passed through the URL.

 

For the Schedule Engine webchat, use:

    WebChat.loadChat({

      apiKey: 'YOUR API KEY',

      sourceTracking: {

        campaign: 'Campaign Value',

      }

    });

OR

    WebChat.open({

      sourceTracking: {

        campaign: 'Campaign Value',

      }

    });

 

Note: setting tracking values using the .open() method will override the values passed through the URL or configured in .loadChat().

 

Parameter

Description

clid

A general purpose click ID

fbclid

Facebook Click ID

gclid

Google Click ID

affiliate

Schedule Engine Affiliate ID

campaign

Schedule Engine Campaign ID

customField1 - 10

Schedule Engine Custom Field

leadSource

Schedule Engine Lead Source

utmCampaign

UTM Campaign

utmContent

UTM Content

utmMedium

UTM Medium

utmSource

UTM Source

utmTerm

UTM Term


Google Analytics Events

Schedule Engine will automatically emit events to a host page’s default Google Analytics tracker.  After installing Schedule Engine’s booking or webchat tools, the following events will be visible in Google Analytics.

Event

Label

Description

BookingStarted


Fired when the booking widget appears.

BookingIssueStarted

Category or equipment name

Fired when the customer chooses a category or piece of equipment.

BookingIssueCompleted

Service code

Fired when the customer completes the questions.

BookingDetailsMedia

Number of uploaded files

Fired when the customer finishes the media uploads.

BookingDetailsMore


Fired when the customer provides more details.

BookingCustomerQuestion

Yes or No

Fired when the customer indicates if they are an existing customer.

BookingCustomer

Customer status

Fired when the customer provides their name and location information.

BookingSchedule

Preference or Time Slot Label

Fired when the customer chooses a scheduling option.

BookingBooked


Fired when the booking is completed.

Chat Opened


Fired when the widget is opened the first time for a page.

Chat Initiated


Fired when the customer first sends message.

Chat Served by Operator

Operator Id

Fired when the agent accepts the chat.

Chat Booked Appointment


Fired when a booking is completed.

Chat Ended


Fired when the agent or customer ends chat.

Chat Closed

Resolution Type

Fired when the chat channel is closed.


Schedule Engine Event Listeners

Schedule Engine provides code support for event listeners which allow a host webpage to define code that will be executed when certain events are fired by Schedule Engine through the online booking tool or through webchat.  Event listeners can be used to trigger marketing events, insert pixels, and more.  Here is an example of coding an event listener on the webpage that hosts Schedule Engine:

Schedule Engine Online Booking

        ScheduleEngine.addEventListener("<event name>"function(){

            alert("<event name> event was fired.");

        })

 

Schedule Engine Live Webchat

        WebChat.addEventListener("<event name>"function(){

                alert("<event name> event was fired");

        })

 

In the above code, the “<event name>” can include any one of the following:

Online Booking

Webchat

BookingStarted

Chat Opened

BookingIssueStarted

Chat Initiated

BookingIssueCompleted

Chat Served by Operator

BookingDetailsMedia

Chat Booked Appointment

BookingDetailsMore

Chat Ended

BookingCustomerQuestion

Chat Closed

BookingCustomer


BookingSchedule


BookingBooked



Schedule Engine Thank-You Page Redirect

After a booking is completed, the default Schedule Engine confirmation page can be used or a custom relative or absolute URL can be used.  The redirect will also include some information in the URL.


Schedule Engine Webhooks

When an appointment is completed or updated, Schedule Engine can fire a webhooks that can post data to a website endpoint.


Find out more here: 

Data consumption with Webhooks


Schedule Engine Dashboard and Export

The Schedule Engine Dashboard is where the data that has been collected can be analyzed and exported: