CRM Custom Field Creation

Adding Custom Fields to your CRM for Ruler Analytics API Integrations

When using one of Ruler Analytics CRM Api integrations, we always recommend creating Ruler Analytics related custom fields for us to add your tracking information into to ensure we do not interfere with any currently used fields.

When creating custom fields we would recommend using all 'Text' Type fields with up to a 250 Character limit.

You can find more information about how to create custom fields on your CRMs help documentation, however if you need any assistance on this please contact support.

Ruler Recommended Fields	Field Description	Recommended API Name
First Click Source Last Click Source	The First/Last session Source	First_Click_Source Last_Click_Source
First Click Keyword Last Click Keyword	The First/Last session Keyword. This field will only be populated where a keyword has been set in the landing page url i.e utm_term	First_Click_Keyword Last_Click_Keyword
First Click UTM Source Last Click UTM Source	The First/Last session utm_source values captured on the landing page url. This field will only be populated where a Source has been set in the landing page url manually using the utm_source paramater	First_Click_Utm_Source Last_Click_Utm_Source
First Click Medium Last Click Medium	The First/Last session Medium. This field will only be populated where a medium has been set in the landing page url i.e utm_medium	First_Click_Medium Last_Click_Medium
First Click Campaign Last Click Campaign	The First/Last session Campaign. This field will only be populated where a Campaign has been set in the landing page url i.e utm_campaign	First_Click_Campaign Last_Click_Campaign
First Click Landing Page Last Click Landing Page	The First/Last session landing page.	First_Click_Landing_Page Last_Click_Landing_Page
Client ID	The Google Cookie/Client ID. This value can be used to look up a user in Ruler Analytics and Google Analytics and send any offline events to Google Analytics.	Client_ID
GCLID	Google Click ID (GCLID) is a parameter passed in the landing page url on your Google Paid Ads.	GCLID
MSCKLID	Microsoft Click ID (MSCKLID) is a parameter passed in the landing page url on your Bing Paid Ads.	MSCKLID
Ruler Visitor ID	The Users unique Visitor ID.	Ruler_ID
Ruler Visitor Link	A URL to the visitors profile within your Ruler Analytics dashboard where you can view their whole journey.	Ruler_Visitor_Link

Please note the above fields are used in all our CRM 'Find and Enrich' or 'Create new' integration templates and we would recommend one field created for each first/last click variable listed above.

If you wish to not include or include further values please speak to a member of the support team who can update the built in integration template where necessary.