UTM (Urchin Tracking Module) codes are snippets of text that can be added at the end of an URL to measure the success of your content on the web. This article will provide basic information about UTM codes and how they can be used to track campaigns.
The following user roles can add UTM codes to campaigns:
- Company Managers
- Marketing Managers
- Sales Managers
In SharpSpring, campaign tracking options are used to assign a lead to a campaign by clicking a specific link. UTM codes are a means of assigning a lead to a campaign. This means that when a contact is created in SharpSpring, there is information on file on where that lead came from.
UTM codes in SharpSpring require one unique identifying parameter.
To use a UTM code, you would need to add the snippet at the end of any link, separated by a ? character.
The entire UTM link would be used as a tracking identifier for things like a call to action in an email, a URL redirect for an ad, or to link to a social media post.
Note: When a tracked lead meets any of these campaign tracking criteria, the lead will be associated with the campaign.
Adding UTM Codes to Campaigns
To add a UTM code to a campaign, do the following:
- In SharpSpring's top toolbar, click Analytics > Campaigns.
- In the left panel, next to Campaigns, click Options.
- Click Manage Campaigns.
- Select the desired campaign.
- Click Options > Edit Campaign.
- In the Tracking section, insert a question mark and the UTM code into the Page, Parameter, or Referring URL field.
Note: The resulting UTM code should resemble something akin to ?utm=CAMPAIGNNAME, where CAMPAIGNNAME can be whatever identifier you desire. CAMPAIGNNAME is provided here as an example.
- Click Save Changes.