How to work with UTM Tracking
What is a UTM link?
UTM-Parameters (Urchin Tracker Module) are snippets of text that you add to your links so you can track where your traffic is coming from. You can even track who is visiting if you're very explicit with your parameters. UTM-links answers questions like:
- Where was this URL clicked?
- How was the URL displayed?
- What was the name of the campaign where this URL was used?
UTM-links can be used in any medium, in every URL you use to link to your webpage.
How to create a UTM link
As you can see in the picture below, UTM-parameters are attached at the end of your URL:
There are several UTM-parameters that can be used, here's a list of them and their purpose. Source, Medium, and Campaign are the most common ones and the ones you should always include.
|utm_source||Identifies where the URL was clicked. Newsletter, google, facebook, blog, etc.|
|utm_medium||Identifies how the URL was displayed. Email, social, referral, display, etc.|
|utm_campaign||Identifies the name of the campaign, for instance, spring-sale-2020.|
|utm_term||Identifies keywords, usually for paid search ads.|
|utm_content||Identifies a specific ad, for instance in A/B-testing or for tracking specific products.|
Note: Dash signs are the preferred character used to bind words together in your parameters. Don’t use underscores, percentage signs or plus signs unless you have a specific reason to do so.
Not recommended: campaign_name_123, campaign+name+123, campaign%name%123
For Triggerbee-users specifically, there are three more parameters you can use, which allows you to track specific users. This is useful when identifying visitors coming from your newsletter in other email software than the ones we have an integration with. Read more about email-tracking here.
|utm_custom[email]|| Identifies the visitor by email
|utm_custom[name]||Identifies the visitor by email|
|utm_custom[username]||Identifies the visitor by username|
Creating your link
Start by typing your domain URL
Initiate the UTM-link by typing a question mark after your domain, and add your first UTM-parameter
To add another UTM-parameter, simply add an ampersand sign and type your next parameter.
When you are satisfied with your link, copy it and use it in the intended campaign - then sit back and enjoy your tagged tracking starting to roll in.
TL;DR: You can use our Link Builder Tool to generate a link that identifies the visitor by email.
How to use UTM links in Triggerbee
Okay, so now you know what UTM-links are, their purpose and how you create one - what about how to use them?
First of all, make sure to tag every single URL leading to your webpage, whether it's linking from social media campaigns, your newsletter, banners or partnerships. You can even track the traffic coming from your email-signature or messages on LinkedIn. This is the key to being successful with UTM tracking.
Once you have all your links tagged, then the fun stuff begins. In Triggerbee, you will be able to follow all your visitors' actions and evaluate each source or campaign. How many of the visitors from the summer-sale-campaign did actually complete a purchase, and did they stay as loyal customers? That's only one example of the many benefits of using UTM-links. Here are some more examples of use cases in Triggerbee:
- Create visitor segments based on which source, campaign or medium your visitors came from. Read more about segmentation here.
- Target widgets towards specific visitors based on the utm-parameters. Read more about query strings here.
What if I’m using auto-tagging for Google AdWords/Analytics?
Google Analytics has a method of tagging your URLs called “Destination URL Auto-tagging”. If your links have ?gclid= at the end of your URL (ie. www.mysite.com/?gclid=123xyz), your ads are auto-tagged. When visitors click on this link, we’ll know that the click came from a "paid" source and "google", but we cannot log any additional information about the campaign source, medium, terms, etc.
Triggerbee relies on the information provided in the URL for tracking the source. If you want Triggerbee to be able to track your Google Ads, you will have to switch to manual tagging, so that your URLs will have the tagging in plain text instead of hashed (gclid=).
Your URL looks like: www.triggerbee.com?gclid=310810361dakghs86281sbkg
Triggerbee will interpret the source of the visit (google.com in this case), but nothing else:
Your URL looks like: www.triggerbee.com?utm_source=googleads&utm_campaign=summer2020&utm_term=beach2020
Triggerbee will interpret the source campaign of the visit, plus all the other utm-tags you have added.