Identifiers
Identifiers are the fields used to match ad and CRM data. Each field has its own priority and usage characteristics.
Identifier table
| Field | Type | Priority | Requirement | Description |
|---|---|---|---|---|
utm_source | UTM | Highest | Required | Traffic source (google, facebook, yandex) |
utm_medium | UTM | High | Recommended | Traffic type (cpc, cpm, email) |
utm_campaign | UTM | High | Recommended | Ad campaign name |
utm_content | UTM | Medium | Optional | Ad/creative identifier |
utm_term | UTM | Low | Optional | Keyword |
campaign_id | System | Medium | Optional | Campaign ID in the ad account |
ad_id | System | Medium | Optional | Ad ID in the ad account |
Field priorities
utm_source — highest priority
utm_source is the primary identifier. Without it, matching is impossible in strict mode. It determines which source the traffic came from.
Example values:
googlefacebookyandexvklinkedin
utm_medium and utm_campaign — high priority
These fields refine the source:
utm_medium— traffic type: cpc, cpm, email, socialutm_campaign— the specific ad campaign
utm_content and utm_term — medium/low priority
These fields are used for maximum granularity:
utm_content— lets you distinguish ads within a single campaignutm_term— keyword (relevant for search ads)
System identifiers
campaign_id and ad_id are numeric identifiers from the ad account. They're used when UTM tags are unavailable or duplicated.
Source Constant Inference
If all rows in a CRM have the same value in a particular column, the system can automatically use that value as utm_source.
How it works
- The system analyzes the CRM data
- If a column (for example, "Source") contains the same value in every row
- That value automatically becomes
utm_sourcefor all rows - No additional configuration is required
Example
CRM table:
| Deal | Source | utm_campaign |
|---|---|---|
| 001 | Google Ads | brand_search |
| 002 | Google Ads | retargeting |
| 003 | Google Ads | competitors |
The system sees that "Source" = "Google Ads" in every row → it automatically uses "Google Ads" as utm_source.
Recommendations
- Always fill in utm_source — this is the minimum requirement
- Add utm_campaign — to distinguish between campaigns
- Use system IDs — if UTM data is unavailable
- Don't rely on source_constant inference — it's better to pass UTM tags explicitly