UTM Generators - to be linked
For Email Ops
For Digital
utm_source (from where is the traffic coming?):
pardot
bigmarker
partner-name
(refer to “Partner UTM Name” column of Partner UTM Tracking Process + Partner Naming Conventions document for the naming format!!!)
vendor-name
(use for anyone who is a non-partner, e.g., Social Work Today, Disability Scoop; use hyphens between each part of the vendors title, e.g., vendor-disability-scoop)
instapage
(if you’re adding UTMs to the get-started demo page on an instapage, source=instapage; medium=referral)
offline
(e.g., for a tradeshow/event, QR code most often used lately: source=offline / medium=collateral)
(e.g., Print ad that won’t be connected to a vendor/partner? Campaign/request example: https://relias.lightning.force.com/lightning/r/Campaign/701RM000006N81SYAS/view )
speaker
(for any webinar speaker, internal or external) - we’re leaning toward keeping this as a separate from internal; another benefit would be in GA4, you can’t run reports on utm_term; medium=link-share
internal
(e.g., sales/csm/other internal employee promoting an asset: source=internal ; medium=link-share)
utm_medium (how is the traffic getting here?):
email
webinar
(likely that this will solely be used when promoting resource links in BigMarker for webinars/events)
collateral
(most likely to be paired with source=offline)
referral
(referral should really be specific to a website vs. a person, so this most likely will only be paired with source=instapage)
link-share
(for speakers/sales reps, CSMs, or other internal folks; e.g., source=speaker ; medium=link-share)
newsletter
paid-ad
paid-email
Follow current process: If it's a paid redirect/custom link, medium will most likely be paid-email (if it's a paid email/newsletter) or paid-ad (for paid ad, like a banner/text ad)
UTM Content/Term (more flexible parameters):
These parameters should live in the campaign name/description, and could also be used as a utm_content parameter or term but these are not required:
utm_content:
qr-code
print-ad
direct-mail
utm_term: only use for speaker names?
speaker-name
utm_term=speaker-aamar (think we should use last names so it’s very clear)
utm_source | utm_medium | |
---|---|---|
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