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Measuring your marketing campaigns: 4 tricks to get the most out of your UTM tags
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Measuring your marketing campaigns: 4 tricks to get the most out of your UTM tags

  • TECHNICAL LEVEL
Analytics & Tracking

Note: This analysis was done in French, using French themes and keywords. The images associated with this article are therefore available in French only.

Campaign variables, also known as UTM parameters, are one of the most widespread ways of measuring a campaign’s success. The principle is simple: by adding a few parameters to a URL, you can then precisely measure the performance of different elements of your campaigns by isolating them in Google Analytics or another reporting system. However, their apparent simplicity doesn’t mean you shouldn’t respect a few basic rules.

Methodology review:

A session starts when an interaction is sent to Google Analytics. This is generally a pageview, sent when the first page of the site visited loads. Because computers are generally very polite, they announce where they’ve come from (via the referrer in the http protocol, among others) and that’s how Google Analytics can show the dimensions related to the sources.

A session always has three required parameters:

  • Utm_campaign: the campaign associated with the source. If there’s no campaign, the value returned is “(not set)”
  • Utm_source: the site the user was on before accessing your site
  • Utm_medium: the medium the link was used on

It can also have two additional parameters:

  • Utm_content: additional value
  • Utm_term: same as with UTM content

All these values can be found in your analytics interface in different dimensions:

  • Utm_campaign: campaign in English or campagne in French
  • Utm_source: source (same in both languages)
  • Utm_medium: medium in English or support in French
  • Utm_content: Ad Content in English or Contenu d'annonce in French
  • Utm_term: Keyword in English or Mot clé in French

How to build them:

The idea of a UTM is to insert campaign parameters into the variables of your URL. So, www.retailer.com might be tagged like this:

www.retailer.com/?utm_campaign=ongoing&utm_source=monthly-newsletter&utm_medium=email&utm_content=product&utm_term=red-dress

You can use URL Builder, Google’s official tool, to build them:

0.url-builder

You can also make them in a spreadsheet like Excel or Google Sheets. If you build them without using URL Builder, here are a few things to watch out for:

  • Campaign variables need to be added one after another
  • The first variable is immediately preceded by a single question mark
  • Each variable is separated by a “&”
  • A single “?” in your final URL
  • No capitals, to avoid duplicating your parameters (by default, Google is case sensitive)
  • No special characters, and no spaces. If necessary, you can use hyphens “-“ or underscores “_”
  • Test your URLs before putting them into production
  • Never tag an internal link with a UTM, meaning for example, a link on the domain “abc.com” that points to another link on “abc.com”

Be careful how you organize your tags! Poorly organized variables can quickly send you into reporting hell, and take valuable time away from analysis, leaving you with fewer insights. It’s therefore important to stick to a clear, specific structure. Here are a few tips to help you structure your variables and maximize their potential.

1. Before starting over, try to analyze what was already done

With help from this customized report, you can extract a complete map of your past campaigns from Google Analytics. This report extracts the above-mentioned variables, which allows you to get a clear map of what was done.

1.report

A few points to note while you’re building this report:

  • Be careful of the date range: choose a range that covers enough data without sampling
  • Be mindful of sampling, which can skew your data and artificially “remove” certain campaign parameters
  • Clicking “flat table” allows you to line up a maximum of 5 dimensions in the same table, something you’ll need to be able to do
  • The filter on the campaign variable (utm_campaign) in principle allows you to keep only the sessions that are correctly marked with campaign variables. However, if some of your UTM tagging doesn’t include the campaign name variable, it will be excluded by this filter. If you’re not sure, remove this filter to check.

The result is a table you can export to Excel or Google Sheets, that you can then use to understand what was done in the past.

A few things to think about:

  • Are all the required variables always present?
  • What type of information is in each variable?
  • Is the structure consistent, or does it lack organization?

Depending on the results you get, you can then decide on how you will organize your campaigns in the future.

2. Organize it

Once you’ve got a clear overview of the situation, it’s time to take a step back. By analyzing and grouping together your parameters without worrying about their current structure, organize your initiatives into coherent, relevant groupings.

The idea here is to organize them with two goals in mind:

  • Rapidly and effectively divide up the different elements of a single campaign to identify what works well and what doesn’t. Of course, this should be based on your KPIs ;)
  • Be able to compare similar elements between different campaigns

For example, an online seller regularly uses one-time campaigns as well as ongoing campaigns.

These campaigns use different tactics:

  • Sponsored Facebook posts
  • Sponsored Instagram posts
  • Purchase of AdWords keywords
  • Email

In order to execute these tactics, you develop different creative around various themes:

  • abonnez-vous
  • créer-un-compte
  • notoriété
  • Produit

Including multiple versions:

  • bateau
  • avion
  • art-de-vivre
  • chapeau
  • pantalons
  • logo-marque
  • veste-bleue
  • Robe-rouge

By structuring each of these parameters into specific UTMs, you end up with a tagging nomenclature that looks like this:

  • Utm_campaign: campaign name (ongoing, holiday, etc.)
  • Utm_source: the site the user was on before coming to your site (Facebook, for example)
  • Utm_medium: the medium the link was used on. Always try to respect Google’s official channel nomenclature, to avoid future changes or the installation of filters
  • Utm_content: type of creative
  • Utm_term: version used in the creataive:

Your mapping should look like this in Google Sheets:

2.mapping

And like this in Google Analytics:

3.GA

With this nomenclature, each element is easy to find and analyze. Note that all 42 sessions are findable, regardless of dimension. Verifying that this number is the same for each dimension will allow you to ensure that you’re always looking at the same data, just through a different lens for each dimension.

7.ad_content  4.campaign8.keyword

  5.source  6.medium

Though standard templates exist, the moment when you first develop your nomenclature is a very good opportunity to customize this nomenclature to your business context. That way the insights you gain from tagging your campaign variables will be even more relevant.

The next step is to adopt a tagging nomenclature, to standardize the way you tag all your initiatives.

8.mapping-campagne

3. Share your nomenclature internally and make sure it’s adopted

This is the least technical of the four points, but depending on your organization, it could be the trickiest. Sharing your nomenclature document will allow you to get buy-in from all the players in your ecosystem.

Aside from the fact that adopting this standard reduces the risk of error, the biggest advantage of this method lies in data analysis. When someone wants to see campaign results, they will have a complete manual explaining exactly what they are looking at: what type of information goes in each variable, and in what context.

So, instead of wasting valuable time trying to understand the data, they’ll be able to jump right into analysis, and draw valuable insights from your reporting system.

4. Go farther

Sometimes, five campaign parameters aren’t enough. In that case, there are a few options available. If you don’t need to add too many new information types, you can combine several parameters into a single variable, for example by separating them with an underscore “_”. Otherwise, it’s also possible to reduce your tracking to a single variable by using the utm_id campaign variable, which will give you a unique key you can use to link this variable to any number of other parameters issued from other databases, like your CMS, for example. You can then import them into Google Analytics, or export them elsewhere depending on your reporting and analytics needs.

Happy tagging!