03. UTM_Campaign & Campaign Names

Campaign Metadata Taxonomies and Naming Conventions Can Be Fully Automated!

Unleash Your Campaign Tagging Magic 🌟

NOTE: THIS STEP IS EXTREMELY IMPORTANT FOR THE SUCCESS OF YOUR UTM TAGGING STRATEGY.

Welcome to the UTM_Campaign Console, where your tagging journey becomes a breeze! Let’s dive into these game-changing strategies:

1. Four Options to Generate Campaign Name and Populate it in the UTM_Campaign Tag:

• Setting up your UTM_Campaign and campaign naming conventions is the third most important step AFTER you have built your UTM and custom metadata tag library and link formatting rules.
• To set up campaign naming conventions, go to the side bar menu, select URL Building>UTM Tags and click on the Campaign Tab.
• You will see 4 options to generate this important UTM parameter:

1. Option One: Manual Entry

Manual entry of your campaign title means that when you start tagging your link, you type in the campaign title every time you create a new campaign.

• Whatever you type becomes your friendly Campaign name, displayed in our URL Campaigns table, and your UTM_campaign value that will be used for Google Analytics to group your tracking links for reporting.

• Plus, for existing campaigns, just pick from the “Select from Existing Campaign” drop-down. Easy, right?

Pros & Cons of Manual Campaign Name & UTM_Campaign Generation

• Typing or copy-pasting every time is tedious
• Manual entry is associated with the highest number of reporting errors for campaigns
• We do not recommend using this method for large-scale operations with 3 or more people

2. Options Two and Three: Generate Campaign Names & Their UTM_Campaign Values from Pre-selected Custom Tags

Sometimes your Campaign Name Taxonomy consists of multiple components, including {year}-{region}-{language}-{country}-{state}-{brand}-{campaigntype}-{customertype)…. and more.

If your campaign name consists of 2-4 custom tags (metadata tag elements), we recommend that you use options 2 or 3. If you need more than 4 custom tags – then our recommendation is that you go with our campaign naming convention option.

What Options 2 and 3 Do

They allow you to automate how your utm_campaign values are generated by letting you select on the fly custom values each time without having to remember the exact custom tags and their order – great time-saving option!

Pros & Cons of Generating Campaign Naming Conventions with Options Two or Three

• Create custom tags for your UTM Campaign taxonomy components without the need to memorize tag combinations.
• These preset UTM_Campaign combinations ensure consistent naming conventions for your reports.
• They let you have a “template” that you can apply error-free to change UTM_Campaign values every time you need to.
• You ensure that every time your campaign naming conventions are the same and you have great flexibility to add new values – effortlessly, just drag and drop your custom tag new values!
• These 2 features are not great if you have more than 4 custom tags and do not support well complex campaign conventions and taxonomies.

How Do You Build Your Tracking Links Using This Feature?

Easy! Go to our UTM Builder dashboard and you will see in the “Campaign name” area the pre-populated custom tags that will automatically generate your UTM_Campaign value.

As soon as you select values for each custom tag – they will be combined to generate your UTM_Campaign! No typing, no need to remember what goes into your campaign naming convention!

In the brief video tutorial below, we will show you how to generate utm_campaign value from pre-set tags and avoid memorizing or typing it every single time when you create links. For more information, visit www.campaigntrackly.com

Watch The UTM_Campaign Video

3. Option Four – Build Campaign Naming Conventions from Pre-set Taxonomies and Templates

This feature is for complex naming conventions requiring multiple metadata to build your campaign names and/or integration with 3rd party platforms like SalesForce, WorkFront for full automation of the process

Essentially, if your campaign name has more than 4 metadata components, we recommend that you use our Marketing Campaign Convention option.

There, you can build convention templates for 1-click auto-generation of complex taxonomies. You can also use that page to set up a completely automated process that will generate and transfer your campaign metadata and links hands-free.

This feature gives you complete automation for your campaign URL management process and provides significant time-saving and code-less integration options.

It is also used with our API and integration layer that eliminates completely manual campaign name and UTM link generation via our pre-set workflows.

If you have questions regarding setting up these workflows, please contact us at support@campaigntrackly.com.

4. Dive Deeper: Enrich Your Knowledge

Need more guidance? Check out our utm_campaign blog for pro tips and a tutorial that comes with a quiz. Sharpen your skills and master the tagging art.

Ready to rock your tagging game? UTM_campaign – your ultimate ally for precision tracking. Let’s tag smarter, not harder!