---
title: "3. Excel Add-in Users – How to Get Started"
description: "## #### #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: [https://www.youtube.com/embed/dvLbo7K4xU8](https://www.youtube.com/embed/dvLbo7K4xU8) #### #1.2 Let's Find Your Way…"
url: "https://app.campaigntrackly.com/knowledge-base/excel-add-in-users-how-to-get-started/"
updated: "2025-07-21"
category: "00. Quick Start Guide: New Users"
---

# 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:

[https://www.youtube.com/embed/dvLbo7K4xU8](https://www.youtube.com/embed/dvLbo7K4xU8)

#### #1.2 Let's Find Your Way Around CampaignTrackly

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

[https://www.youtube.com/embed/M-6mFa1J6lQ](https://www.youtube.com/embed/M-6mFa1J6lQ)

#### #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](/campaigns/?add_dynamic=1)

✅ Did you complete this step?

##

#### #2.1 Replace Demo UTM Tags

Learn how to replace demo UTM tags:

[https://www.youtube.com/embed/HvRGb2ys9is](https://www.youtube.com/embed/HvRGb2ys9is)

 [Go to Your Tag Library](/utm_channel-tags/)

#### #2.2 Replace Demo Custom Tags

Learn about Custom Tags:

[https://www.youtube.com/embed/Y2xukQvF2Bo](https://www.youtube.com/embed/Y2xukQvF2Bo)

 [Go to the Custom Tag Library](/custom-tags/)

#### #2.3 Replace/Build a Drag & Drop Template

Learn more about templates:

[https://www.youtube.com/embed/8ukU-avjPD8](https://www.youtube.com/embed/8ukU-avjPD8)

 [Build a Drag and Drop Template](/tag-filtering/)

✅ Did you complete this step?

##

#### #3.1 Automate Tag Formatting

Learn how to format UTM tags consistently:

[https://www.youtube.com/embed/3chmfzINyBc](https://www.youtube.com/embed/3chmfzINyBc)

 [Set up Tag Formatting](/general-tag-settings/)

#### #3.2 Set Up Your Excel Add-in

Do these 3 simple things:

- Step #1: Go to our [API Key page](/api-settings/) 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!

![](https://app.campaigntrackly.com/wp-content/uploads/2024/11/Excel-Sheet-Clear-Out-Images-1024x590.png)

#### #3.3 Watch this 90-second Video for Quick Guidance

[https://www.youtube.com/embed/K6zRScQ4fT0](https://www.youtube.com/embed/K6zRScQ4fT0)

✅ Did you complete this step?

####

#### #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).

[YouTube video player](https://www.youtube.com/embed/NV38p_3u6fY)

✅ Did you complete this step?

####

#### #4.1 Access Our Excel Add-in Video Howtos

[YouTube video player](https://www.youtube.com/embed/M-6mFa1J6lQ?si=GslyTpOyb40J8kK2)

#### #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:

[YouTube video player](https://www.youtube.com/embed/videoseries?si=qKU_zcBa01pMvOA5&list=PLK9s3o7S-dOcPH1jwrF22rAmpBFXNJNIR)

✅ Did you complete this step?