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.
Adding UTM Codes to Campaigns
Step Two: In the URL section of the campaign, paste the desired page URL.
Step Three: Place a ? at the end of the URL.
Step Three: After the ?, insert utm=CAMPAIGNNAME.
Note: CAMPAIGNNAME can be whatever identifier you desire. CAMPAIGNNAME is provided here as an example.
Step Four: Save your changes.
Step One: In the top toolbar of the SharpSpring application, hover over the Analytics tab.
Step Two: In the drop-down menu that appears, select Campaigns.
Step Three: On the left side panel, click the icon next to Campaigns.
Step Four: Select Manage Campaigns.
Step Five: Select the icon to the right of the desired campaign.
Step Six: Click Edit Campaign.
Step Seven: In the tracking section, insert the UTM code (utm=CAMPAIGNNAME) into the Page or Parameter field.
Step Eight: In the drop down box, select your website.
Step Nine: Click the Add Rule button.
Step Ten: Click the Save Changes button.