Campaign Trackly

00. Quick Start Guide: New Users

4

3. Excel Add-in Users – How to Get Started

01. Getting Started

18

00. Setting up your account
01. Require/Disallow Characters or Values in Tags & Links
02. Standardize Tag Formatting
03. UTM_Campaign & Campaign Names
04. The UTM_Source & UTM_Medium Tag Library
05. The UTM_Content & UTM_Term Tags Library
06. The Web Banner/Button Tracking Tags
07. Custom Tags Setup
08. Tag Template Setup
09. GA 4 Connection Setup
10. Link Shortener Setup
11. Category Set Up
12. Archiving Campaigns
13. The HootSuite Integration
14. How to Pay for Paid Subscriptions
15. Update or Cancel Plans. Change Password. Delete Account
16. QR Codes
Full List of Team and Individual Permissions

02. Add Us to Chrome or Edge

4

00. Chrome Extension FAQs
01. Where to Download the Chrome Extension?
02. Where to Download the Edge Extension
03. How To Use Our Extensions

03. Create& Manage Tracking Links

12

00. Campaigns – Create a Campaign
01. Bulk-upload Multiple Links into Your New Campaign
02. Bulk-Export Your Tagged Links
03. Review, Re-use and Add More Links to a Campaign
04. Adding Tracking Tags to PDF documents
05. Free Version Campaign Number Limitations
06. Create Tagging Links Using a Tagging Template
07. Will Bit.ly Preserve My Tags when It Shortens The Link?
08. How to Tag Email Links with A Click
09 Bulk-Tag Your Social Media Schedule (with Hootsuite’s Bulk Composer)
10. Create Vanity Link Using Ctrly. io (Alias)

04. Manage Tracking Campaigns

6

00. Search, Find, Store, Track Tagged Campaigns
01. Activate Campaign Reports
02. Edit, Export or Share Existing Campaigns
03. Send an Email Alert When a New Campaign is Created
04. Send Your Newly Created Campaign to Google Sheets
Edit, Delete, Clone Campaigns

05. View Reports

4

00. View, Print, Email and Manage Tagged Links Reports
01. View Google Analytics Reports by Campaign
03. The Bitly Reports
04. Report Explorer

06. Tagging Resources

8

00. Define Marketing Campaigns And Assets That Need to be Tracked
01. Video Case Studies and Examples
02. Personalized Training Available
03. Five Google Analytics Dashboards You Might Want to Add to Your Account
04. How to Use Tag Templates for Blog Promotions
05. Email Tracking Inforgraphic Shows You What Tags to Use
06. Sample .CSV Files with Tracking Tags

07. URL Builder Common Questions

5

01. What is a Campaign URL Builder?
02. What Are Custom Google Analytics Campaigns?
03. Do I Really Need a URL Builder?
04. What Are the Disadvantages of Using Google Analytics URL Builder?
05. How to find UTM Campaign Parameters in Your Google Analytics

08. Integrations

14

00. Our API
01. Adobe Workfront Integrations
02. Google Analytics 4 Integration
03. Google Drive
04. Google Sheet UTM & Excel Add-in Integrations
05. Google Sheets – Auto-send Campaigns
06. SalesForce Integration
07. Zapier Integration: Send Email Alerts
08. Zapier Integration – Send UTM Links to Google Sheets
09. Marketo Integration – Campaign Metadata & Email Automation
10. HubSpot & Mailchimp Integrations
11. URL Shortener Integrations

09. Quick Wins

3

01. Add Reporting Tags to a Link on a Page
02. Add reporting Tags to a Page for Multiple Channels
03 Add Reporting Tags to Multiple Links for 1 Channel

10. Adobe CID Tagging Setup

5

00. Adobe Analytics Setup in CampaignTrackly
01 Adobe Analytics Tagging
02. Adobe Tracking Videos
03.How to Find Your Way Around CampaignTrackly
Adobe Custom Tags & Templates

11. Advanced Team Management

6

00. Paid Plans for Teams – Overview
04. Enterprise Team Setup
Full List of Team and Individual Permissions

12. Troubleshooting

23

00. Help, Reports Page is Empty
01. My QR Code Is Not Working
02. I Can’t Find My Campaign Categories
04. My Campaign Stats Are Not Showing in Reports
05. Help, Campaigns Page is Empty.
06. Help, Where Do I Set Up My Naming Conventions?
07. Help, I Paid with Stripe But Nothing Happened
08. Help, Team Cannot Add New Tags
09. Help, My Ctrly.io Stats Appear Broken
11. What is Usage Reports
12. Help, My Team Cannot Create Tags
13. Help, Odd or Broken Look & Feel on the GUI and Dashboards
14. Help, Where Is My Onboarding Page?
15. Help, Cannot Connect to GA4
16. Help, My QR Code or Ctrly.io Shortener Don’t Work
17. Help, An Error Prevents Me from Generating Links
18. My Custom Tags are Not Showing
19. Help, Remove Confetti Effect
20. Link Governance – How to Use It
21. Help I Want To Reset My Password
22. Help, My Simple Templates Disappeared!
22. The Difference Between Click & Add and Drag & Drop Builder
Full List of Team and Individual Permissions

13. QR Codes

4

01. QR Code Use
02. QR Codes – Advanced Editor
16. Help, My QR Code or Ctrly.io Shortener Don’t Work

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Tutorials & Documentation
find onboarding page

find onboarding page

14. Help, Where Is My Onboarding Page?

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