Partner UTM Tracking Process + Partner Naming Conventions

Partner UTM Tracking Process + Partner Naming Conventions

Partner Naming Conventions

Black – Current partner

Orange – Up for termination / Need to check

Red – No longer Partner

Partner Name	Partner UTM Name	Partner Level / Type	Prior UTM Name(s)
National Council for Mental Wellbeing	partner-national-council	Platinum / Growth	partner-natcon, partner-ncmw, partner-ncbh
ANCOR	partner-ancor	Platinum / Growth	partner-ancor
McKesson	partner-mckesson	Platinum / Growth
AWHONN	partner-awhonn	Platinum / Content
PointClickCare (PCC)	partner-pcc	Platinum / Growth
Real Time Medical Systems (RTMS)	partner-rtms	Platinum / Growth
Skillsoft	partner-skillsoft	Platinum / Content
American Hospital Association (AHA)	partner-aha	Gold / Sponsorship
American Probation and Parole Association (APPA)	partner-appa	Gold / Growth
Child Welfare League of America (CWLA)	partner-cwla	Gold / Growth
Cognota	partner-cognota	Gold / Content	partner-synapse
ContinuumCloud	partner-continuum-cloud	Silver / Growth	partner-continuumcloud
Home Care Association of America (HCAOA)	partner-hcaoa	Gold / Growth
Health Purchasing Services	partner-hps
innovaTel	partner-innovatel	Gold / Growth
UKG	partner-ukg
National Association for Home Care and Hospice (NAHC)	partner-nahc	Gold / Growth
National Rural Health Association	partner-nrha	Gold / Growth
Open Minds	partner-openminds	Gold / Sponsorship
Resuscitation Quality Improvement Partners (RQI)	partner-rqi	Gold / Growth
The Arc	partner-thearc	Silver / Growth	Partner-the-arc
The Joint Commission	partner-jointcomm	Gold / Sponsorship	Partner-tjc, partner-jointcommission
Accountable Healthcare Staffing, Inc.	partner-ahs	No longer partner 11/30/22
Aging With Dignity (Five Wishes)	partner-fivewishes	Silver / Content
American Association of Intellectual and Developmental Disabilities	partner-aaidd	Platinum / Growth
American College of Health Care Administrators	partner-achca	Silver / Content
American Jail Association (AJA)	partner-aja	Silver / Growth
AMN Healthcare	partner-amnhc	Former Partner Status
Arizona Alliance for Community Health Centers	partner-aachc	Silver / Growth	partner- azachc
Arizona Council of Human Service Providers	partner-achsp	Silver / Growth
Association for Community Living Agencies in Mental Health, Inc.	partner-acl	Silver / Growth
BlackTree Healthcare Consulting	partner-blacktree	Silver / Growth	partner-simitree
Bluesky Medical Staffing Software	partner-bluesky	Nonrenewed 1/24/23
Bullhorn	partner-bullhorn	Silver / Growth
California Association of Health Facilities	partner-cahf	Partner Cancellation effective 10/12/23
California Association of Social Rehabilitation Agencies	partner-casra	Silver / Growth
Care Providers of Minnesota	partner-cpm	Silver / Growth	partner-cpmn
Catholic Charities USA	partner-ccusa	Silver / Growth	partner-catholiccharities
Center for Information Security Awareness	partner-cfisa	Gold / Content
Colorado Health Care Association	partner-chca	Green / Growth	Partner-cohealthcare
Community Behavioral Healthcare Association of Illinois	partner-cbha	Silver / Growth	partner-cbhai
Community Mental Health Association of Michigan	partner-cmha	Silver / Growth	partner-cmhami
Council on Accreditation	parnter-councilonaccred	Former Partner
CPS	partner-cps	Silver / Growth
CT Association for Healthcare at Home	partner-cthch	Silver / Growth	Partner-ctahh
CT Community Nonprofit Alliance	partner-ccpa	Silver / Growth
Disability Service Provider Network	partner-dspn	Silver / Growth
Elsevier	partner-elsevier	Silver / Integration
Enclara Pharmacia	partner-enclara	Silver / Content
Florida Assisted Living Association	partner-flala	Former Partner	partner-fala
Georgia Association for Primary Health Care	partner-gaprimaryhealth	Silver / Growth
Griffin-Hammis Associates, LLC	partner-griffinhammis	Silver / Content
HCPro	partner-hcpro	Silver / Content
Healthcare Association of Michigan	partner-hami		partner-ham
Health Care Assocation of New Jersey	partner-hcanj	Silver / Growth
Health Facilities Association of Maryland	partner-hfam	Silver / Growth
Heartland Health Alliance	partner-heartlandhealth	Former Partner we need to reengage? Expired contract, needs to resign	partner-hha
Home Care, Hospice & Palliative Care Alliance of NH		Silver / Growth (Woundcare Only)
Health and Safety Institute	partner-hsi	Silver / Content
Illinois Critical Access Hospital Network (ICAHN)	partner-icahn	Silver / Growth
Illinois Primary Health Care Association	partner-iphca	Silver / Growth
Indiana Council of Community Mental Health Centers	partner-iccmhc	Former Partner 2021
Indiana Health Care Association	partner-inhca	Silver / Growth (Woundcare only)	partner-indianahealth
Innovative Management Solutions New York (IMSNY)	partner-imsny	Silver / Growth
LaborEdge, LLC	partner-laboredge	Silver / Growth
LeadingAge Indiana	partner-leadingagein	Green / Growth
Leading Age Iowa	partner-leadingageia	Former Partner 2021
Leading Age Kansas	partner-leadingageks	Green / Growth	partner-leadingagekansas, partner-laks, partner-laka
Leading Age Texas	partner-leadingagetx	Silver / Growth	partner-latx
LHC Group, Inc.	partner-lhcg	Silver / Content
Lippincott / Wolters Kluwer Health, Inc.	partner-lippincott	Silver / Content
Magnet Culture	partner-magnetculture	Silver / Content
Mary Ellen Copeland	partner-mec	Silver / Content
Maryland Association of Resources for Families and Youth	partner-marf	Silver / Content	Partner-mary
MatrixCare	partner-matrixcare	Silver / Growth
National Partnership for Juvenile Services	partner-npjs	Silver / Growth
New Jersey Association of Community Providers, Inc.	partner-njacp	Silver / Sponsorship
New York State of Health Facilities Association	partner-nyshfa	Silver / Growth
North Carolina Community Health Cetner Association	partner-ncchca	Silver / Growth
Ohio Association of Community Health Centers	partner-oachc	Silver / Growth
Ohio Health Care Association	partner-ohca	Silver / Growth
Palmetto Association for Children and Families	partner-pafcaf	Silver / Growth
Quality Services for the Autism Community	partner-qsac	Silver / EComm
Rehabilitation and Community Providers Association (RCPA)	partner-rcpa	Silver / Growth
Staffbridge	partner-staffbridge	Silver / Growth
StafferLink	partner-stafferlink	Silver / Integrations
TargetRecruit	partner-targetrecruit	Silver / Integrations
Teepa Snow	partner-teepasnow	Silver / Content
Tennessee Association of Mental Health Organizations	partner-tamho	Silver / Growth
The Council on Quality and Leadership	partner-cql	Silver / Growth
The Florida Coalition for Children	partner-fcc	Silver / Growth
The George Washington University on Behalf of School of Medicine		Silver / Content
The WA Institute for Mental Health Research and Training	partner-wimhrt	Silver / Content
Vanderbilt Community Health Services	partner-vanderbilt	Inactive Partnership (need to terminate)
Virginia Health Care Association	partner-vhca	Silver / Growth
Weatherbee Resources, Inc.	partner-weatherbee	Silver / Content
Workers’ Compensation Trust	partner-wctrust	Silver / Growth	partner-wct
New Mexico Health Care Association	partner-nmhca	Green / Growth
South Dakota Healthcare Association	partner-sdhca	Green / Growth
Alayacare	partner-alayacare
Benchmarks	partner-benchmarks
Paycor	partner-paycor
Accident Fund Holdings	partner-afh		partner-afhi

Partner UTM Process

SLAs:

UTMs – 2 business days

Collateral requests – 2 business days (does not include creative timeline)

Blog content –

Syndicating existing content

New content

How to create a SFDC campaign for a Partner activity:

Step 1: Create a marketing campaign in SF within the ‘Campaign’ tab, clicking ‘New’, and selecting ‘Campaign-Marketing’ from the options.

Step 2: Fill out all the required fields to create the campaign, then click ‘Save’

Check “Active”

Insert campaign name with partner naming convention

[[VERTICAL]] [YEAR]-[MONTH]-[DAY] PARTNER-[PARTNERNAME] [ASSET] [ASSET TYPE]

Example: [HHS] 2023-11-09 Partner-RCPA Staff Support WBN

Update ‘Status’ from ‘Planned’ to ‘In Progress’

Search and add ‘Parent Campaign’ of the asset (if applicable)

Select how the UTM will be shared from ‘Type’ (usually email for partners since they share it through newsletters, partner updates, etc.)

Select applicable vertical

Select the level of the partner who is sharing from ‘Partner Campaign Type’

Add Sub-Vertical (if known or applicable)

Select ‘Partner Marketing’ for ‘Focus’

Select the asset type that you are sharing from ‘Asset Type’ (frequently this is webinar-live, webinar-on demand, e-book, white paper, etc.)

Select ‘Strategic Goal’ (if applicable)

Step 3: Once the campaign has been created, double check to make sure all needed fields are correct. Example of what a filled-out partner campaign may look like:

Step 4: From here, access the Partner UTM Generator file to copy and paste partner UTM into the ‘UTM Tag’ section of the campaign (or use generic UTM and fill in campaign info)

Example: ?utm_source=partner-partnername&utm_medium=channel&utm_campaign=campaignidnumber

Step 5: Copy and paste the ‘18 Digit Campaign ID’ into the UTM tag (at the very end after the last ‘=’ sign)

Step 6: Update the UTM to include the correct partner utm code (partner-[partnername], medium=[comms channel]) if manually changing, or update info within the Partner UTM generator

Step 7: Copy the entire UTM code and paste it after the link of the asset you are sharing. Include the entire link within the ‘Description’ section of the campaign. Also, nice to include a sentence around the campaign if possible. Example: This is a link for RCPA to share the ‘Retention and Staffing’ webinar to their member: [link]).