URL builder for Salesforce outbound links

Use this form to generate tagged website links for Salesforce tracking.

Before you get started

Import SF Contacts or Leads to Optimize. Then, sync the Optimize Record ID from Salesforce to your email tool.

Use this form to append the Optimize Contact/Lead ID to website links you include in your emails. This allows you to:

Track contact-level analytics — view individual engagement data in Optimize
See exactly who is visiting your site — match individual visitors to their Salesforce data
Enable targeting and dynamic content — leverage Salesforce fields from Contact and Lead objects

Optimize already matches visitors to their contact info if you've integrated HubSpot or Marketo and:

You send a link to your website using HubSpot or Marketo, and the visitor clicks that link
A visitor fills out a HubSpot or Marketo form on your site and submits their email

What tool will you use to send email with this link? *

Landing Page / Website URL *

The full website URL (e.g. https://www.example.com)

Are your emails going to Contacts or Leads?

Contacts

Leads

It's most typical to select Contacts. Just make sure the Salesforce Contacts table is synced to your email tool.

Add UTM campaign tags (optional)

Campaign ID

The ad's campaign id.

Campaign source *

The referrer (e.g., google, newsletter)

Campaign medium *

Marketing medium (e.g., cpc, banner, email)

Campaign name *

Product, promo code, or slogan (e.g., spring_sale)

Campaign term

Identify the paid keywords

Campaign content

Use to differentiate ads

Fill out the required fields and your URL will appear here.