Template: UTM Builder Spreadsheet

I think most marketers profoundly underestimate UTMs.  Writing/inserting UTM codes is usually a chore relegated to junior marketers.  Training is breezy.  Naive managers don’t fully understand the value (I know because I was one).  And no team puts UTMs on the quarterly/annual planning agenda.

Meanwhile the CMO is desperate for attribution data.  And those same managers spend hours in Excel every month trying to explain the value of their work.

>> Related:  How to Implement a Marketing Attribution Model: The Complete Guide <<

The lowly, free UTM is just waiting to be noticed…

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Brushing up on UTMs

Most marketers recognize the term but can’t say why UTMs matter.

  • Here’s a normal URL without any UTM codes (AKA parameters): www.yoursite.com/pricing
  • And here’s the same URL with UTM parameters added: www.yoursite.com/pricing?utm_source=active-users&utm_medium=email&utm_campaign=feature-launch&utm_content=bottom-cta-button

The point of UTMs is to help Google Analytics make sense of inbound traffic.  The savvy Marketing team will also pull the data into Marketo and Salesforce.

Where to use UTMs

UTM codes go everywhere, every time you link to your website.

  • In emails
  • In social posts
  • On direct mail or collateral
  • On a booth backwall
  • “Contact us” buttons on Facebook/LinkedIn, etc.
  • In press releases
  • Every time! Everywhere!*

*The only exception is on your website. Don’t add UTMs when you’re linking between pages on your domain, say from a blog post to a product page.

Yes, URLs with UTMs are ugly and weird, especially on printed pieces like collateral.  Hide them with vanity URLs that redirect from something memorable to something trackable.

What UTM parameters to include

The real beauty of UTM parameters is they give you multiple, independent ways to attribute success.  You can report on each parameter to understand:

  • Channel/Medium – HOW did the prospect find the content?  How did we drive them to the content?
  • Google Analytics Source – Within the Channel/Medium, what is the specific source? (e.g. LinkedIn is a source within the Social Paid Channel/Medium) 
  • Google Analytics Campaign – A way to group multiple content pieces, promoted through multiple channels that are all part of an overarching marketing campaign.
  • Lead Source – HOW was this name acquired? This can share some overlap with Channel/Medium, but is not necessarily an action that drives leads/opps/bookings. All channels CAN be lead sources, but not all lead sources (e.g. List purchases) can be channels.
  • Content – WHAT is the prospect consuming?

UTM builder template please!

You can generate UTMs using online builders.  But it’s worth establishing a master UTM spreadsheet to share and track codes.

  • By tracking codes, you keep the UTMs utterly consistent.  We like consistency (and so do your attribution reports).
  • By sharing codes, you never accidentally dupe a code.  And it’s much easier to onboard a new team member  — there’s a rich history in place.  (And bonus, you can see how widely codes are being used.)
  • By using a pre-formatted template, you avoid silly typos.

Here’s our trusty UTM builder template >

Instructions

  1. Enter your campaign source, name and medium in a new row under their respective columns.
  2. Enter your website URL. This is your landing page URL without any tracking parameters.
  3. Grab your UTM link from the “Custom Tracking URL” column.

Notes

  • The spreadsheet supports adding spaces to any of the parameters’ names.
  • Make sure you leave the “campaign content” and “campaign term” columns empty if you do not intend to use them.
  • Campaign name, source and medium are all required (like Google’s own UTM builder). If you leave any of them empty it will mess up your tracking URL.

TL;DR

  • Using UTMs diligently is a [simple and free] discipline that will feed whatever attribution model or method you use.
  • Use a template to keep it clean.
  • Do Future You a favor and pull the data into Marketo and Salesforce.
  • And ask the team:  whose job is it to create and use UTMs (pssst it’s every one)?  Do they know what they’re doing?  Does their boss?
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