What is a tagged prequal link?

Think of tagged prequal links like color-coding your marketing efforts – it allows you to see which tactics work best. 

Do most of your prequal leads come from your website, your email or text messages?  By tagging your prequal links, you’ll get more detailed information on where your prequal leads came from, helping you tailor your follow-up approach and messaging. 

If you know the source of the lead, you can craft a more targeted follow-up message.

How tagging prequal links can help you win more jobs

Imagine this: you get two prequal leads. One from your website homepage and another from an email. The lead who came from your homepage is likely just starting out in their buying journey, so you might send them a general introduction to your services. But the lead who prequalified through the link in one of your emails is likely already interested in your service, so you might follow up with more details on booking.

EXAMPLE

The payoff

By incorporating tagged prequals into your marketing efforts, you can better understand your lead’s journey, identify high-intent opportunities, and tailor your sales approach to increase conversions.
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How to tag your prequal link

If you are already familiar with marketing attribution tools, feel free to use a UTM building tool, such as Google’s UTM builder, to help create your links. Otherwise, follow the steps below to learn how to create your own unique trackable links.

Step 1: Find your base link

Begin with your original prequalification link. You can find this in the Merchant Portal → Account Settings → Merchant Information → Prequal Link.

Step 2: Add the source parameter

To track the location of the link, you can add a "source" parameter at the end of your link. Use the following format:

Replace "LOCATION" with a word or short phrase describing where you'll use this link. For example:

• website
• email
• estimate
• SMS

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Step 3: Combine the Base Link and Source

Add the source parameter to your base link. Here's an example:

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Step 4. Add more detail (optional)

For even more specific tracking, you can add a "content" parameter. This helps differentiate between multiple links from the same source. Use this format:

Replace "DETAILS" with additional information. For example:

• homepage
• services-page
• summer-promo
• follow-up-email
• appointment-reminder
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Step 5: Putting It All Together

Your final link might look like this:

*Note that these parameters (Source, Content) are just suggestions! Use terms that work best for your businesses. You can also add multiple parameters, just make sure to put an ampersand (&) in between each one. An example of a completely custom URL could look something like this:

Should you have any questions, please don’t hesitate to reach out!
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Tips for Success

• Be Consistent: Use the same naming conventions across all your links for easier tracking.
• Keep It Simple: Use short, clear terms that you and your team will easily understand.
• Update Regularly: Create new links for new campaigns or locations to maintain accurate tracking.
• Track Performance: Monitor which sources generate the most leads and conversions to optimize your marketing efforts.
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Examples for different scenarios:

1. Website homepage

2. Email campaign

3. In-person estimate

4. Facebook ad

5. Google search ad