07. Custom Tags Setup

Custom Tags are what we call the campaign METADATA that you need to add to your campaign naming conventions or to your tracking links to generate more granular reporting.

Why do we need to create Custom Tags and how to do this with CampaignTrackly

1. Track automatically important campaign aspects that you can’t track with the regular UTM tags, including:

• affiliates, regions, unique identifiers for people, campaigns, groups, and more.

Example of a popular custom tag: SalesForce Campaign ID (up to 18 alphanumeric characters)

2. You can use custom tags to obfuscate in front of customers the values of some of your custom parameters that are needed for your reporting. For that purpose, you can use our Hidden Value Tags.

3. You can use custom tags to combine numerous values within one tag. For that, you can use our multi-value tags.

4. You might want to use plain numeric tags (where you can define the required number of digits) or alphanumeric tags.

5. You might need a unique Identifier tag – where you enter a value and upon saving, we auto-generate for you an unique identifier for it.

6. And last, but not list, you might need to have special prefixes in front of your custom tag values.

We have all those options for you! You can add, edit, export, import and manage very easily!

Watch the Hidden Tags Video

This is a great feature if you want to obfuscate the value of your tags in your tracking link.

Watch the Alphanumeric Tags Video

These tags allow for combination of digits and texts.

Watch the Numeric Tags Video

These tags let you leverage number identifiers and standardize the number of digits you are using.

Learn More About The Rest of Our Custom Tags

• Access our different Tag Options by visiting the Custom tags page, available here.
• Select a tag that you need to have from the drop-down:

• Once the Tag is saved, the page will refresh. You have to find your tag and open it to start adding values to it.
• Click on the “Import” link to see how you can bulk-import tags – we also give you sample .csv files to use, to simplify things for you.
• As soon as your values are added, you can start using your tag!
• Make sure you use the gear icon on the Custom tags page to hide some of the tags that you do not users to have access to. This happens when, for example, some tags are ONLY used for campaign naming convention use.

Use custom tags to auto-generate utm_campaign values.

• Many organizations have very strict naming conventions for their utm_campaign values – the tags that generate the Campaign Name, putting all links with the same utm_campaign value in the same bucket in your Google Analytics reports.
• Our tool conveniently enables users to create custom fields that need to be combined to set up the utm_campaign values. How does it work:
  • Let’s say that your Campaign Name always needs to include Year, Business Unit, Region, Customer Type, Campaign Type, etc.

• To easily set this up, you will need to do the following:
  • Create customer tags for all these important components
  • Upload values into these tags – either manually or by uploading them in bulk

• Once all tags are created, you need to go to our Settings>UTM_Campaign page to select one of two options – to have different operational Campaign title and UTM_Campaign name (option 2 below) or have them as identical values (last option):
  • If you select the last option, start entering the custom tags that need to be comnbined to compose the name of your Campaign.
  • Keep in mind that the order in which you select the tags will be the order in which they will appear in your link.

Using Custom Tags – User Scenarios

We have a large library of customizations for your custom tags. For example, if you want to track your sales reps by name, but do not want that information appearing in your customer-facing links, you can use our hidden-tag option, which lets you upload a simple 2-column spreadsheet that has the actual value and the “obfuscated” value.

If you want to enforce strict control for your SalesForce ID or other custom tag, you can use the numeric tag option that allows you to automatically set up maximum required digits.

If you have any other custom requirements that you feel we do not have, please do not hesitate to contact us for a meeting and we will work fast to address your custom tagging needs – we are very nimble in releasing custom features without affecting the general population of customers.

Nested Custom Tags

Our platform allows you to nest custom tags for your campaign naming conventions. What does that mean?

You can simply create all your custom tags, add values and when you reopen a tag, you will see a link option. Click it and a popup will enable you to link a tag value with another tag.

How Nested Tags Are Used

Many customers have very complex campaign naming conventions that are built using hard to maintain Excel sheets. We help you remove complexities by giving you a click-and-go option – by using our nested tags. To experience this setup, go to our Marketing campaigns page. Create a new campaign name, enter the required information and select the tags you need.

If you have pre-set nested tags in your Custom tags library, they will automatically show here.

This is how a nested tag combination will show on your Campaign Convention Builder:

Things to Keep in Mind

1. Please note that you can add up to 700 tags via a single upload. If you need to upload larger numbers, you will need to run multiple uploads – or feel free to contact us at support@campaigntrackly.com.
2. The tags that you include in your UTM_Campaign name will instantly become required and your users will not be able to create any tracking links unless they enter values for these tags during the link building process.
3. To track how your custom tags are performing, use our Report Explorer feature – a tutorial about that is available here.
   • The report can show you which campaigns contain, for example, the Affiliate-1 tag in their tracking links, and show you how many users came through to those links.
4. Some custom tags need to have very specific font case or format that is an exception to the rule as compared to the majority of your custom or standard tags.
   • You can user a special feature, available in our Settings>Tag Settings page to select the tag that should not be following any of your set conventions.