URL Parameters

Track where your new account applications originate by adding custom parameters to your account opening URLs. URL parameters allow you to identify which marketing campaigns or promotions drive new accounts, helping you optimize your digital marketing ROI. These values are written directly to the Symitar or ESBs cores, creating a clear connection between your marketing efforts and account opening success.

About URL Parameters

URL parameters (or query strings) are a way to structure additional information for a Uniform Resource Locator (URL). Parameters are added to the end of a URL after a question mark ? symbol and can be used to track information about a click. Unique URL parameters added to your Account Opening URL allow your institution to track where an application came from, such as a digital ad or a specific campaign on your website.

The structure of the URL with parameters includes:

• Base URL – Everything up to the question mark ? symbol

• Key – The parameter name (e.g., ad_campaign)

• Value – The specific data you want to track (e.g., Fall2023)

In the example below, the base URL is https://fi_name-open.uat.narmitech.com/welcome, the key is ad_campaign, and the value is Fall2023:

https://fi_name-open.uat.narmitech.com/welcome?ad_campaign=Fall2023

Multiple parameters can be included when separated by the ampersand & symbol. For example, this is a URL with multiple key-value pairs:

https://fi_name-open.uat.narmitech.com/welcome?key=value&key=value&key=value

You can also combine URL parameters with pre-selected products on the application by using the ampersand & symbol. The URL below has the parameter ad_campaign=Fall2023 and the product-specific link selected=11:

https://fi_name-open.uat.narmitech.com/welcome?ad_campaign=Fall2023&selected=11

For more information on custom URLs for pre-selected products, go to Product-Specific Links.

Core & Alloy Integration

Narmi can write the values of these parameters to the core for institutions using Symitar or ESBs coes only.

Narmi can also pass the unique URL parameter to Alloy. Alloy would need to find the value in the metadata field.

Requirements

There are two requirements for URL parameters:

1. To write the value to the core, there must be a corresponding AccountCreatableField that exists in your core. Note: Narmi can write the values of these parameters to Symitar or ESBs cores only. 

2. Your institution must configure the key Narmi writes to the core within the Allowed URL Parameters Institution Setting of Narmi Command. This is described in the Institution Settings Configuration section below.

Note: Some cores may have default validations on the fields to which we post these values. For example, some cores only allow integer values less than 9999 for one of their fields. Please check your core setup to ensure you're aware of any limitations.

Institution Settings Configuration

To configure the Allowed URL Parameters institution setting:

1. From the Narmi Command sidebar, select Configurations > Institution settings and search for "allowed url parameters."
   
   

2. To the right of the setting, select Edit.
   

   

   
   

3. On the page that appears, select Add item and enter your custom key(s) in the blank field under string. In the image below, the example key is ad_campaign. Do not add spaces between words. Instead, use an underscore _ to separate words within the value name. Separate multiple keys with the ampersand & symbol, for example: ad_campaign&promotion&special.
   

   

   
   

4.  Select Save Changes.

Once the above is complete, you can distribute your new URL with parameters.

Tracking Applications in Narmi Command

Any URL parameters successfully written to the core will be visible in the Narmi Command application view. You can also track applications using the Consumer Account Applications report or Business Account Applications report.

Tracking from the Application View

1.  From the Narmi Command sidebar, select Account opening > Applications, then select a specific application to view its details.
   
   

2. On the scrollable sidebar that opens, scroll to the Metadata section, where you can see the key and value displayed. 

   

Tracking from Reports

1. From the Narmi Command sidebar, select Reports.

2. Under Reports, next to the Consumer Account Applications report or Business Account Applications report, select Download.

3. Open the *.CSV file that was downloaded to your desktop. In the metadata column, the key and value will be displayed.