Understanding the UTM Campaign URL Builder Spreadsheet
Before I dive into the UTM Builder spreadsheet and show you how I filled it out for the purpose of this example, it is important to learn a bit about how this works and what are the best practices to keep in mind:
- Fill out the campaign parameters first: Your campaign name, the base URL, the source, the medium (i.e which of the marketing channels you are using: social media, PPC ads, etc.), and maybe the content as well.
- Stay away from special characters – use only numbers and letters. It just makes it easier for everyone.
- The spreadsheet will automatically generate a website URL that always uses lowercase. Google Analytics UTM tags are case sensitive, so you don’t wanna miss any data by not knowing if your case is right with a certain campaign.
- The URL generated by the spreadsheet will not use spaces – you can use them in the cells of the sheet, but they will be eventually changed in the final website URL. In the digital marketing world, URLs dashes and hyphens are spaces. This gets mixed up especially by programmers because they use underscores – but remember, you want to use hyphens in all situations (spaces will just get encoded in a weird way, with a “%20”).
You might also want to implement a rule in your organization regarding the use of hyphens, so that everything is consistent. With this spreadsheet, you couldn’t do anything wrong like this in any way, precisely because the spreadsheet will not allow you to do anything like this.
- The spreadsheet will also add the current date automatically, when the website URL is generated. This is super-helpful because you want to keep a time reference of your tags both inside Google Analytics and within your UTM log. This way, when you will be analyzing big time periods, you will be able to quickly get a general idea of the period when that specific URL was promoted.
- The date is also generated in a way that allows you to sort by the date, inside Google Analytics, by sorting it by a name inside the platform.
- This spreadsheet will also let you select your source, mediums, and placements from the list. This is important because you want to make sure everyone in your organization tags those parameters in the same way. For example, if one teammate uses UTM source equals “FB” and another one uses UTM source equals “Facebook”, this can cause problems. You want everyone to have this consistent pattern. It makes for way easier measurement later on.
- Some of the columns in the spreadsheet have preset drop-down menus you can select according to your particular situation. If you don’t need all of these, or if you need to add other options in the dropdown menus, you can edit them (add or remove lines to the columns) in the “Settings: Source/Medium/Placements” tab in the spreadsheet.
Filling Out UTM Campaign Builder spreadsheet
Okay, so here’s how I filled this out – use the following as an example and apply it to your particular business needs:
- Created by: Tommy G.
- Base URL: https://www.clickminded.com
- Date: This will be automatically generated
- Source: Facebook (selected from the drop-down menu)
- Medium: Social (selected from the drop-down menu)
- Campaign: Fall Sale 2020 Campaign
- Term (AdSet/ Keyword): This is very specific for the campaign – so you might not always need it. I left it blank for now.
- Facebook Ad Placement: Feed
- Content: Fall Sale Infographic
- Final URL: https://www.clickminded.com?utm_source=facebook&utm_medium=social&utm_campaign=fall-sale-2020-campaign&utm_content=20180316-feed-fall-sale-infographic
As you will see, this URL will be automatically generated by the spreadsheet, as you go along and fill out each of the columns.
Test Your UTM Parameter URL
Now that the final URL has been generated, it’s time to test it out and see if it actually works. Do this by following these steps:
- Go ahead and install the Google Tag Assistant Chrome Plug-in.
- Click on the URL you have just generated using the spreadsheet.
- Click on the Google Tag Assistant Chrome Plug-in.
- Make sure it’s enabled, then click “Record” (on right-hand side).
- Refresh the page.
- Go back to the Google Tag Assistant Chrome Plug-in and click “Stop Recording”.
- Click “Show full report” (blue button) → “Google Analytics Report”.
- On the report, you will see all the parameters of your campaign. If they all appear there, your UTM parameter URL worked.
- If you are not seeing any results (no analytics found, no information found, no data found, etc.), check to see if you’re not using an AdBlocker or some type of Google Analytics opt-out (that blocks your own traffic from Google Analytics). Disable that and try to test your UTM parameter URL again.
That’s it! You’ve learned how to build UTM URLs using our builder template and you’ve tested that your URLs are working properly—now you’re ready to start tracking all your marketing efforts in Google Analytics.
Even More Resources
If you’re new to all this, give our online marketing guide a shot, as well as our website analytics guide (so that you can develop a comprehensive tracking strategy on your own).