Payments2Us allows you to track key donation information—such as amount, frequency, and marketing source—across both Salesforce and Google Analytics (GA4).
This guide explains how to set up tracking end-to-end using Studio, custom fields, Success URL parameters, and Google Tag Manager (GTM).
High-Level Guidance
Because URL parameters cannot currently pass from a Studio page into the underlying form, the most reliable method is:
- Create custom fields for data to be tracked (Required if additional data is needed. e.g. Marketing source)
- Add the custom fields to your Studio form as hidden fields (Required if additional data is needed. e.g. Marketing source)
- Duplicate your Studio form + page for each additional data (Required if additional data is needed. e.g. Marketing source)
- Assign a different default value to the hidden field for each source (Required if additional data is needed. e.g. Marketing source)
- After donation success, redirect donors to your Success page ( or you may call it Thank You/Confirmation page)
- Payments2Us passes data to the Success page URL via Success URL Parameters (standard fields + customField1/customField2/…)
- GTM reads those URL parameters and pushes them into GA4
This approach ensures accurate data in both Salesforce and GA4.
Step 1: Decide which data you need to track
A. Standard data (no extra setup required)
These values can be passed automatically:
- Donation amount
- Donation frequency
- Payment reference
- …
Where is our standard data list? Follow this article to locate your available Success URL Parameters.
If you only want to track these, you can skip the custom field setup and proceed directly to Step 5: Configure Success URL + Parameters.
B. Additional data (custom setup required)
If you want to track anything beyond the standard fields—for example:
- Marketing source (EDM, Facebook, QR code)
- Campaign Name
- Channel
- Internal tags for reporting
…you will need to follow all steps below.
Step 2: Create Custom field for additional data
If you need to track additional data (e.g. marketing source):
- Go to Salesforce Object Manager → Payment Txn → Fields and Relationships
- Create a custom picklist field (recommended for data consistency)
- Add desired values (e.g. direct-email, facebook, qr-code, website)
👉 How to create a custom field
👉 How to make a custom field visible on public web forms
Step 3: Add the Field to Your Studio Form
In Studio:
- Add and connect your custom field
- Set it to Hidden
- For now, leave only a single value in the picklist (this becomes the default)
👉 How to add custom fields on Studio
Step 4: Duplicate Pages and Forms
Because Studio cannot yet pass page-level parameters into the form:
- Duplicate your Studio form for each marketing source
- Set a different default value for the hidden field
- Duplicate your Studio page and link it to the corresponding form
Example setup:
| Marketing Source | Hidden Default | Studio Page |
|---|---|---|
| EDM | direct-email | /give-edm |
| /give-fb | ||
| QR Code | qr | /give-qr |
👉 How to clone a 3-step form in Studio
👉 How to clone a page in Studio
👉 How to change the 3-step form to be connected with a Studio page
Step 5: Configure Success URL + Parameters
In Salesforce form settings:
- Add your Thank-You/Success page as the Success URL
- Enable Success URL parameters
- Add standard fields (e.g. amount, frequency)
- Add custom fields (e.g. customField1) to pass your hidden values
Your Thank-You URL will look like:
https://carelink.payments2us.com/thankyou?amount=50&frequency=monthly&customField1=facebook👉 How to add your Thank-You/Success page as success URL and enable success URL parameters
👉 More information about success URL & success URL parameters
Step 6: Track in GA4 using GTM
- Install GTM on your Thank-You/Success page:
- Create Variables on GTM to for your URL parameters
- Variable Type: URL
- Component Type: Query
- Query Key: name of your success url parameter
- Repeat for all values you want to track
- Create a GA4 Event Tag (e.g. donation_success)
- Pass the above parameters into the tag
- Trigger the event when the Thank-You page loads
Step 7: GTM will send all donation details to GA4 automatically.
- Donor will be redirected to success url with url parameters passed.
- GTM can accept the parameters and pass to GA4
- GA4 can accept the data
