How to: Configure UTM parameters

Configure UTMs to align with your UTM naming convention and push UTM data to your marketing automation tool.

Configure UTMs

Get started on the Library > UTM Parameters page.

Click Edit in the upper right hand side to edit your UTMs:

• utm_source
• utm_medium
• utm_term
• utm_campaign
• utm_content

Enable or disable UTMs

Toggle each field to enable or disable the UTM parameter.

Tip: Enable all UTM parameters to track and push all conversion data to your marketing automation tool. Use conversion data on your marketing automation tool to report on performance across multiple marketing channels.

Configure UTM values

Use the Value dropdown to set the default value for each UTM parameter.

Dynamic:

Note: Use dynamic options to auto-populate UTMs with specific information about your campaigns.

<ad channel>
Values: LinkedIn, Facebook, Google Ads or Display

<ad name>

<campaign name>

<audience name or keyword>

Note: This option tracks audience name for social and display campaigns, and keyword for Google Ads campaigns.

<experiment name>

Read: Understanding Metadata Campaign naming conventions

<experiment id>

Note: This is the unique id on the tail-end of the experiment name and used for the purpose of out-of-platform reporting (e.g., Tableau). Read: Understanding Metadata Campaign naming conventions

<offer form name>

<offer type>
Values: Leadgenform or Landingpage

Static:

Note: Use static options to enter static values that do not change often (eg, channel name with specific letter casing).

Custom

Add custom UTMs

Click + Add Custom UTM to add custom UTM parameters.

Note: Custom UTMs are unnecessary in most environments. Most commonly, custom UTMs are used to link Metadata campaigns with unique campaign identifiers from other systems (eg, salesforce_campaign_ID) for reporting purposes.

Save UTMs

Click Save in the upper right side to save your changes.

Map UTMs

Read Marketing Automation Field Mappings to ensure the UTMs are correctly mapped with your marketing automation tool. 

Suggested UTM parameter configuration

Align UTMs with your UTM naming convention.

If you do not have a UTM naming convention, consider the following:

• utm_source = Custom
  
  • LinkedIn = linkedin
  • Facebook = facebook
  • Google = google
  • Display = metadata
• utm_medium = Custom
  
  • LinkedIn = paidsocial
  • Facebook = paidsocial
  • Google = paidsearch
  • Display = programmatic
• utm_term = <custom audience name>
• utm_campaign = <campaign name>
• utm_content = <ad name>