Campaigns are a great way to track the success of a particular email, social post or even affiliate referrals. There are 3 types of tracking rules that you can use in SharpSpring campaigns but the most commonly used are UTM parameters. This article will go over how to best utilize each of these for accurate results.
These are by far the most commonly used method to attribute leads and contacts to a particular campaign. “UTM” is also the most common used parameter defined but you will also see others like “id” and “md” as this variable can really be anything. However, for consistency with internet practices we will use UTM and its variations:
SharpSpring campaigns will accept multiple UTM parameters but each one needs to be entered individually. This also means that entering multiple UTM parameters will be evaluated as an OR condition -- this can lead to a contact being attributed to multiple campaigns due to generic UTM parameters.
So let’s go through an example! The following links’ UTM parameters should be added into SharpSpring as follows:
If you are using utm_medium=email in all your email links, then adding this parameter to all your SharpSpring campaigns will attribute a contact to all these campaigns as well. Therefore this will not give you accurate results when you evaluate the specific campaigns ROI.
However when you create/select one unique parameter for campaigns and use it accordingly, it will guarantee accurate attribution for each campaign. Using the example above we can assume that utm_source is being used as the unique parameter so using utm_source=facebook1 will provide more accurate results than using all the parameters together.
Alternatively, if your 3 utm parameters all happen to be generic, you can add an additional unique parameter to your URLs and use this as the tracking rule. The idea is that adding this parameter will attribute SharpSpring campaigns more accurately and still allow you to use other analytics platforms like Google Analytics.
Sometimes you want to just keep track of a certain landing page. In this case we can set-up a campaign for a general page or a specific subpage (IE a blog article that you KNOW is going to be a killer share). You would add the subpages in the following way:
Note: If you are using these links in emails you may need to utilize the wildcards (**) to make sure these clicks are properly attributed.
These are great to use especially when you are working with affiliates. You can similarly create unique UTMs for use in these cases but this method will not require any changes to your existing links in emails or social posts. As long as the affiliates site is being captured as a referring URL you can simply create a campaign for them without having to wait on changes.
It’s highly recommended that you run a test and check your web insight reports to make sure that the referring URL is being logged properly. Additionally, the click must take leads directly from the affiliate site to your site to guarantee the referring URL is captured. These two things are key to ensure proper credit is being given!
Once you have verified the referring URL, you can add your campaign rules! The wildcards (**) allow that any affiliate subpage that leads a contact to your page will attribute them to this campaign. You can also designate a subpage if you like, both examples are illustrated below:
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