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

#1.1 Let’s Make sure we know how to login without any issues

This video shows you how to find and activate your trial plan after you create your account with us:

#1.2 Let’s Find Your Way Around CampaignTrackly

This video shows you where to find key pages in CampaignTrackly:

#1.3 Let’s Create Our First UTM Link

Use this button to go to the UTM Link builder and create your first link:

Tag Your First URL

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#2.1 Replace Demo UTM Tags

Learn how to replace demo UTM tags:

Go to Your Tag Library

#2.2 Replace Demo Custom Tags

Learn about Custom Tags:

Go to the Custom Tag Library

#2.3 Replace/Build a Drag & Drop Template

Learn more about templates:

Build a Drag and Drop Template

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#3.1 Automate Tag Formatting

Learn how to format UTM tags consistently:

Set up Tag Formatting

#3.2 Set Up Your Excel Add-in

Do these 3 simple things:

• Step #1: Go to our API Key page and click the API button to activate your API token. You are all set here.
• Step #2: Go and open a new Excel Sheet. From Home, select Add-ins, and type “CampaignTrackly” to find our add-in. Add it to your library. Login with your CampaignTrackly user and password.
• Step #3: Once your add-in is in place, clear our the text and images in the tab, called “Sheet 1”. Now you are ready to starts building links!

#3.3 Watch this 90-second Video for Quick Guidance

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#4.1 Do these 3 simple things

• Step #1: Go to row 1 of your Excel and write in cell A1 “Campaign Name” and in cell B1 “URL”.
• In cell A2, add desired campaign name and in cell B2 – the url to which you want to add campaign parameters. Cell A2 will auto-populate a drop-down of your existing campaigns – use the pen icon in the console on the right to unlock the cell for typing.
• Step #2: Select a template from the console on the right and click “apply template” to test how everything works. (You need to have a pre-saved template).

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#4.1 Access Our Excel Add-in Video Howtos

#4.2 Access Our Bit-sized Quick Video Howtos

We have prepared a series of friendly, bite-sized videos to help you get onboarded faster:

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