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Cashfree payment forms let you track the source of each payment by adding Urchin Tracking Module (UTM) parameters to the form URL. UTM parameters are standard query parameters such as source, placement, and campaign that you append before you share the link. You can add UTM parameters only to a payment form that already exists on your account. If you have not created a payment form yet, see how to create a payment form.
Cashfree stores UTM values only when a customer pays from a URL that includes supported UTM parameters.

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Use cases

Use UTM parameters when you share the same payment form in more than one place and need to see which place produced the payment. Typical scenarios include the following:
  • Collect fees: Share one form in a campaign email, a WhatsApp group, and a social post.
  • Accept donations: Use different UTM values for each public donation link.
  • Events and webinar registrations: Compare registration payments from a story link, a banner, and an email.
  • Direct-to-consumer campaigns: Place the same form on Instagram, Facebook, and your website.

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How UTM tracking works

Cashfree captures UTM values in this order:
  1. You add UTM parameters to the form link, then share a different version on each channel.
  2. The customer opens that link and completes the payment.
  3. Cashfree stores the UTM values with that payment.
  4. You open the Payment Form Orders report to see the source of each payment.
You see which channel produced a payment, not how many people viewed the form. Missing or skipped UTM values do not stop the payment. UTM tracking is available on payment forms only. A payment link is created for a specific customer and sent on a known channel, so Cashfree does not read UTM parameters from payment link URLs.

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Supported UTM parameters

Cashfree stores only the parameters in the following table. Each name must start with utm_. Any other query parameter is ignored for tracking. You can include any combination of these parameters.
Each UTM parameter value can be a maximum of 50 characters. If one value exceeds this limit, Cashfree does not store that value. Other valid UTM parameters on the same URL are still stored.
Complete these steps to add UTM parameters to a payment form link and share it. The examples use a courses payment form. Add the UTM parameters at the end of the form URL without changing the form path.
1

Open the payment form

Log in to the Merchant Dashboard and go to Payment Gateway > Payment Forms > All. Open the form.
2

Copy the form link

Copy the form link from the form detail page. The following is a sample form link:
3

Add UTM parameters

Append the UTM parameters to the copied URL. If the link already contains ?, add each parameter with &. If it does not, start the first parameter with ?. The following is a sample link to share on Instagram:
The following table explains the UTM values in this sample Instagram link:
4

Share a different link per channel

  • Change the UTM values for each place you share the form, such as Instagram, WhatsApp, or email. Keep the form URL the same and change only the UTM values. The following is a sample link to share on WhatsApp:
  • Some form links use a short path, such as https://payments.cashfree.com/forms/courses. Start the first UTM parameter with ?. The following is a sample short form URL with the Instagram UTM values:
You now have a tagged form link for each channel. You can also add these parameters to a personalised payment form link before you share it.

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Payment Form Orders report

Follow these steps to generate the Payment Form Orders report and view the UTM values with each payment. In the report list, this report appears as Payment Form.
  1. Log in to the Merchant Dashboard.
  2. From the left navigation menu, select Reports.
  3. Click Generate New Report.
  4. Select Payment Form, then choose the date range, file name, and file format.
  5. Click Generate Report.
  6. After the report is generated, click Download.
For other report types, see Reports.