How to add an email signup form directly on Medium (and track with UTM parameters)
Capturing emails on Medium isn’t easy
You are here most likely because you are wondering why it has to be so hard to embed a simple email capture form on your Medium posts. Yes, I know the struggle!
Whatever your favorite email marketing automation platform might be, there aren’t many that work seamlessly with Medium. I tried Upscribe and Buttondown, and they do work, but we don’t want to use another email marketing automation platform just to capture emails, do we?
Also, it’s nice that Upscribe and Buttondown make it easy to set up a signup form on Medium (basically you just paste your newsletter URL on Medium, that’s it), you cannot track where submissions are made. You’d definitely want to know which of your posts are generating more leads.
Fortunately, I worked my way to a solution.
Here’s what the email capture form looks like
First of all, let me show you how the email capture form looks like.
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Not too bad, right?
Use Tally
As you can see in the form itself that says “Made with Tally”, the form is indeed made with Tally. All you have to do is create a form with Tally, and then paste the form URL on Medium, hit enter, boom. That’s it.
How do I connect Tally to my CRM?
A question still remains. Tally is form builder, not a CRM. And you have your own CRM that you want to send the leads to. This is where automation tools like Make and Zapier come into play (I highly recommend using Make). Sending leads from Tally to your CRM will be fairly simple as an automation workflow, so I recommend you give it a try.
If you are not really good with automation, you can export your leads from Tally every once in a while.
Last step: Setting up UTM parameters
Setting up UTM parameters is optional, but if you are trying to understand the readers’ interests, there’s no better way than utilizing UTM parameters.
Use hidden fields
Tally makes it easier to collect the data the form URL contains with their lesser-known hidden fields.
Your setup should look like the following screenshot:
This allows us to capture not just the email address and the name, but also utm_source, utm_medium, and utm_campaign. Feel free to add more as needed.
All that’s left to do is publish the form, then add your UTM parameters. Here’s what mine looks like:
https://tally.so/r/nrl2Rv?utm_source=infeed&utm_medium=medium&utm_campaign=b029fea58227That’s a wrap!
I hope you found this post helpful. Shout out to the Tally team for making all this possible for free!
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