UTM’s are a convenient tool for tracking visitor activity on your website, Apps. Coupled with a powerful CRM solution like Pronnel, it can help you track conversion and ROI even in difficult situations like online acquisition-offline conversion.
The rise of privacy legislation around the world has restricted the use of third-party cookies and tracking pixels, but UTM’s provide a very convenient workaround.
This article deals with scenarios of tracking leads acquired online. To learn more about how leads generated from traditional offline media can be tracked, refer our article on Offline ROI Tracking: OOH Radio Print SMS.
You can go through the article sequentially, or, skip to the parts you want using the menu in the table of contents above.
Whether you are running an Ad Campaign, or working with an Influencer, or A/B testing creatives on social media or trying to figure out where your App Downloads are coming from, you are always trying to figure out which method is the best ROI for your investment of time and money.
Not tracking is not an option. Every Marketer has been in a situation where they launched a new product, and to spread the word worked hard pushing out PR posts, working with Influencers, running Google Ads, putting alternate creatives on different social platforms. While at the aggregate level, the ROI, or increase in visitors, or clicks on content, downloads increased and met the pre-decided targets(hopefully 😊) deep down there is the realization that some performed well. Some didn’t. If this sounds like a problem you identify with, read on. This article is for you.
In this article we will explore how UTM’s are a tool which allows you to granularly track:
Using UTM’s you can breakdown what are the sources of your traffic, which medium and even which Ad copy it is coming from.
Direct traffic comes from people who enter your URL directly into a browser. But unless it’s coming to dedicated landing pages, Google Analytics will club the traffic come from links in newsletters, WhatsApp shares into this bucket.
A newsletter may have multiple link instances, and you may want to know exactly whether “Buy Now” link or a link of a new “Product Benefits” drove traffic. UTM’s can help you explore this granularly.
If you are posting the same content on different platforms, say, IG, Facebook, TikTok, LinkedIn with a CTA to a landing page, which one is giving you best results. You can track the conversions and returns from each page through UTM’s, compare the costs associated and then streamline your Marketing spend.
Traditionally, Google Analytics is not well equipped to figure out which marketing campaigns are driving your current results. Using UTM’s properly gives you a workaround for this.
- Working with Influencers can be extremely rewarding for any brand, but it is notoriously difficult to track. UTM’s can help you track ROI’s in detail.
Specially relevant for local businesses who depend on store visit. Whether it’s Waze, Google Business Listing or Apple Maps, you can use UTM’s to see the traffic and conversions from the profile.
With the rise of privacy legislation around the world, we are headed into a cookie less world and we will see greater and greater restrictions on use of tracking pixels (Wired: Apple Mail Now Blocks Email Tracking. Here’s What It Means for You). Working intelligently with UTM’s allows you to still capture GDPR compliant relevant intelligence about our web traffic. Having said this, it is always better to do a thorough check on what may constitute a PII (Personally Identifiable Information) that maybe tracked in a non-standard GA installation.
Businesses which acquire leads online, but final conversion happens offline in the real world face a unique challenge. Unlike eCommerce, industries like Real Estate, Healthcare, Automotive, Education, Personal Services (like high end salons, beauty treatment, etc) or professional services (like Legal, Accounting, Consulting firms), Enterprise Software, B2B Businesses, which deal with large volumes of leads and varying gestation periods need more information.
While tools like Google Analytics give you detailed information on Leads, the further association tying it into a specific conversion becomes a problem. It is here that a Lead Management tool like Pronnel comes in handy.
Pronnel’s UTM capture feature allows you to capture the URL and any of the 8 common UTM parameters every time a lead form is submitted. As your team uses the Lead Management System on Pronnel to take the lead through its different stages (Contact, Qualification, Demo/ Proposal, Negotiation, Win/ Loss/ Hold) you have the source information for the lead with you. At the end of the month, you can run analytics on how your channels have performed. Which lead sources/ creatives resulted in the highest revenue, are there patterns from different media on lead quality, are there different gestation periods in lead sources? Pooling together data on lead generation spends you can weed out value traps like low Cost Per Lead (CPL)- High Cost Per Acquisition (CPA)? Or, whether there are certain channels which have high CPL but also high conversion rates and values, helping you build a case for choosing these channels based on data rather than just a gut feel which may not cut ice with higher management.
UTM’s were developed by Urchin Software in 1995 and operated as an independent firm till their acquisition in 2005 by Google for a rumored USD 30 million and rechristened as Urchin from Google. The full form of UTM is Urchin Tracking Module and formed the basis of Google Analytics initially.
If you are interested in the story of how Urchin came about and got acquired by Google, you can watch the interview of Brett Crosby, the Co-Founder of Urchin Software below. Even today, almost two decades after introduction UTM’s continue to be a part of web tracking around the web.
Ok, that’s history. But what exactly is the Urchin Tracking Module (UTM)? Putting it simply, by tagging your URLs with a UTM, you can track and understand how exactly visitors interact with your website.
So how do you do this? To understand how UTM’s are used we need to understand a little about the structure of a URL (For a detailed explanation head on to the FAQ section in this blog on the Structure of an URL). In many URL’s you will see a ‘?’ near the end. This query indicates that a specific search is being performed as per the parameters that follow.
The Referrer or where the traffic came from, such as a social media platform or search engine. For example- Facebook, Tiktok, LinkedIn, Newletter, Billboard, ProperyFinder, 99Acres.
The Marketing Medium or what brought the traffic? Was it Social, email, referral, Influencer, cpc, paid ads.
Which campaign is this associated with? For example: Black_Friday_Sale, Dubai_Shopping_Festival. Earlier utm_campaign used to be mandatory but recently Google has made it optional.Along with the base URL, the above three are mandatory when using UTM’s to track website activity.
Used mainly for further tracking of Ads. What are the paid keywords triggering the Ad.
Used to differentiate between different creatives or links for A/B Testing (Location, colour, button size, etc).
The Campaign ID, which is becoming mandatory for GA4 data import. Properly using utm_id can help you to shorten lengthy URL’s, generate and record data correctly (especially when dealing with large teams).
Used to identify a specific campaign and will override the utm_id
Use Case | URL | utm_source | utm_medium | Campaign URL |
---|---|---|---|---|
Google Ads | https://pronnel.com/contact-sales.html | cpc | https://pronnel.com/contact-sales.html?utm_source=google&utm_medium=cpc | |
YouTube | https://pronnel.com/contact-sales.html | youtube | referral | https://pronnel.com/contact-sales.html?utm_source=youtube&utm_medium=referral |
https://pronnel.com/contact-sales.html | cpc | https://pronnel.com/contact-sales.html?utm_source=linkedin&utm_medium=cpc |
If you want to track URLs from apps on the Google Play Store, you will have to use a slightly different set of parameters. While you can still use utm_medium, utm_campaign, utm_term and utm_content, these are not mandatory. There are three mandatory fields:
Which Ad network you are the Ad on.
The Referrer or where the traffic came from.
The final package that is used in your built .apk's manifest.
Tracking campaigns on and through Apple Store is slightly more complicated. Interested users can refer the Developer Documents from Google here.
Ok, we have delved into the need for tracking, what are UTM’s and the different parameters, how to use them. Let’s look at some best practices.
Adding UTM’s to internal links can lead to tracking errors in tools like Google Analytics, leading to inflated data on sessions and misattribution of user behavior.
Whether you are a single man army, or, lead a team of 30 Digital Marketing experts, it is very easy to end up with a hodge-podge of names if you don’t standardize from the beginning. There is no absolute right or wrong way of doing this, so the best way should be to come to a joint consensus and communicate it across the team from the beginning.
Using lowercase throughout, avoiding spaces (which show up as an added ‘%’, e.g. “social media” gets coded a “social%media”, making readability difficult), keeping UTMs short are all examples of good practice.
Once you start using UTM’s to track traffic, you will see the UTM’s multiply dramatically. If not tracked from the beginning this can be a nightmare. A good practice would be to keep tracking all these new UTM’s in tracking software like Pronnel (use our readymade UTM Tracking Template- tutorial) or at least a spreadsheet. Every time you create a new UTM, make sure to enter it along with explanatory notes. The advantage of using Pronnel’s UTM Tracking Template is that you can share your explanatory notes on Tracking conventions, formatting in the Notes Feature.
A long sting of characters can feel intrusive for visitors, and what’s more can reveal information to your competitors about your campaigns. Using the utm_id can help you overcome this. To know more about this, jump to the FAQ section- People are put off by long URL’s. Is there a shortcut for making them shorter and hiding information from competition?; where we discuss how links can be shortened using a link shortener and utm_id.
If your final conversion happens online, you are all set. However, if your businesses final conversion happens offline or has long gestation periods/ customization, etc (personal services businesses, real estate, professional services, B2B complex sales), then a tool like Google Analytics will not give you granular conversion data. You will end up with two sets of data:
By channel/ source/ medium/ content/ term/ campaign.
Which month revenue was generated and what was sold.
URL or Uniform Resource Locator is an address of a given unique resource on the Web. If your website is a house, think of a URL as the address to the house. In practice, a URL can give much more than the address. Properly configured, a URL can also tell you about where visitors came from, exact places in the house, and even determine which parts of the house to show to a visitor depending on their queries.
Tells web servers which protocol to use when they access a page on your website. Common examples are https, http, mailto and ftp.
The part of the URL that comes before the first dot and helps to categorize a website’s content into various buckets. www, blog, testing, support are common use cases of using a sub-domain division in a Domain.
This is the part of an URL most familiar to us as we generally type this name into a browser’s address bar to reach a website. Each name is unique and is matched to a unique IP address. Examples are ‘google’, ‘microsoft’, ‘amazon’.
This is the bit that follows a Domain Name. The most common extension is .com. However, use specific extensions like .ai, .edu, .org are increasing as are country specific extensions like .in (India), .us (USA) and .ae (UAE)
These tell users and crawlers, which part of a website they are in
A port number is a way to identify a specific process to which an internet or other network message is to be forwarded when it arrives at a server.
refers to the exact location of a page, post, file, or other asset. It is often analogous to the underlying file structure of the website.
The ‘?’ character present in a URL specifies the parameters of the data being asked from a website’s database. Along with Parameters, the query helps us implement UTM Tracking and other useful tasks.
Immediately following the query, come the parameters. Each parameter consists of a key and a value attached to it. Multiple queries can be conjoined using the ‘&’ operator. Common examples are utm_source and Linkedin as key and value respectively.
Optional component of a URL, preceded by a ‘#’ indicating a specific location on the webpage like an ID or name attribute, but can also direct to other resources like a footer, or sidebar.
While we generally think of URL parameters as a Tracking tool, there are many other functions like Filtering Content, Identifying which content to serve up, Pagination of Product pages, internal site Searching, Sorting of product content by filters and Translating content in different languages that can be achieved with proper URL parameters as shown below:
There are multiple other approaches to Tracking other than the UTM. Each of these approaches have advantages and disadvantages vis-à-vis UTM’s. Here we discuss the three commonest alternatives:
The one we are most familiar with are cookies (small text file stored on the user’s browser by your website). Cookies can help you track a visitor’s browsing history, interests, behavior but two major changes hamper their efficacy. Firstly, more and more consumers are using cookie blockers (3rd party cookies are blocked by default from iOS 14), and world over privacy legislation is putting more and more strictures on cookie usage.
They are very tiny picture placed on a website, ad or email and can be used to track user actions. It is very handy when you are trying to track cross platform conversion or retarget visitors. For example, if you have run an Ad on LinkedIn where the CTA takes the visitor to fill out a form from your website, a LinkedIn Pixel will help you track back the conversion from your website to LinkedIn’s Analytics. Common tracking pixels worth considering are Google Analytics, Google Ads, Bing Ad, Facebook Custom Audience, LinkedIn, and X (formerly Twitter). The disadvantages are that it can easily be blocked by Ad-Blockers and may slow down your website’s load speeds.
A customized web address uniquely dedicated to a particular web campaign. The advantage is that it is extremely easy to implement but quickly becomes tedious and cluttered if you are trying to scale up.
UTM’s are great for tracking visitor sources, but they end up generating erroneous information under certain circumstances in Social Media. To understand how this happens we need to look at how information spreads across social media.
According to a study by Buzzfeed, data spreads in a Tree Structure through Shares across platforms whereas traditionally data used to spread more or less linearly.
Source- Introducing Pound: Process for Optimizing and Understanding Network Diffusion, Buzzfeed Inc.
Ok, let’s break this up into normal posts and Ads.
For normal posts and Ads, you can use the basic UTM parameters (Source= facebook/ instagram, Medium= social, etc).
But tracking Ads is a slightly trickier thing. Firstly, we recommend that you link your Instagram account to your Facebook account or associate both in the Meta Ads Manager so that you can post Ads directly to Facebook and Instagram. Next, coming to the tracking parameters of Facebook. Some of these are static and some dynamic.
Whenever you are creating a new Ad, click on the Build URL link and add the UTM’s.
UTM Parameter | Definition | Meta Business Manager Parameter to be mapped |
---|---|---|
utm_source | Referrer | {{site_source_name}} |
utm_medium | Marketing Medium | {{placement}} |
utm_campaign | Which Campaign | {{campaign.name}}_{{adset.name}} |
utm_id | UTM ID | {{campaign.id}} |
utm_content | Type of content | {{placement}}-{{ad.name}} |
utm_term | Keyword triggering Ads |
Yes, LinkedIn support use of UTM. You can read more about it from the LinkedIn blog here. Our proposed mapping is given below:
UTM Parameter | Definition | LinkedIn Business Manager | LinkedIn Page Post |
---|---|---|---|
utm_source | Referrer | ||
utm_medium | Marketing Medium | ppc | social |
utm_campaign | Which Campaign | Campaign name | Post Topic |
utm_id | UTM ID | UTM ID | |
utm_content | Type of content | Video/Image/Carousel | Video/Image/Carousel |
utm_term | Keyword triggering Ads | Post description |
UTMs are very powerful when it comes to tracking conversions in email marketing. Unless you are using explicit UTM parameters like utm_source and utm_medium, you will end up with a host of visitors and conversions which show as Direct. Not the best situation to be in. By putting in detail like utm_campaign, you are further able to track which campaign resulted in these visitors. But wait, there’s more. Using the utm_term and utm_content fields intelligently you can A/B Test between different subject lines or even placing the same URL link at different positions in the mailer to see which one’s consumers tend to click more. Our proposed mapping is given below:
UTM Parameter | Definition | Email Newsletter |
---|---|---|
utm_source | Referrer | newsletter |
utm_medium | Marketing Medium | |
utm_campaign | Which Campaign | Spring Collection |
utm_id | UTM ID | UTM ID |
utm_content | Type of content | Link at firstline/offer button/link on logo |
utm_term | Keyword triggering Ads | Subject Line 1/ Subject Line 'n' |
By default, these platforms do not send Referrer attributes. So, if you do not put an explicit UTM (utm_source and maybe utm_medium as email/ chat-share) in the link the traffic from these sessions will skew your data and show up as Direct Traffic in your Analytics report.
While not foolproof, UTM’s can indeed be used along with other methods to track sources of online leads. Refer our article Offline ROI Tracking: OOH Radio Print SMS for more details.
If you have been consistent in your use of UTM’s, Google Analytics can help you uncover very rich insights into your consumer behavior. These are the two commonest reports that you can use:
Readymade report where your website and app visitors are coming from. It specifically shows where new and returning users come from. Dig into reports on Source, Medium, Source/Medium, Campaign dimensions to see where your visitors are coming from.
Readymade report on how new users find your website or app for the first time. The report differs from the Traffic acquisition report, which focuses on where new sessions came from, regardless of whether the user is new or returning. Analyze under Campaign, Source, Medium or Source/Medium drilldowns.
You can use the ready mapping given in the following table as a starting point.
UTM Parameter | Definition | Bing Ads |
---|---|---|
utm_source | Referrer | Yes |
utm_medium | Marketing Medium | Yes |
utm_campaign | Which Campaign | Yes |
utm_id | UTM ID | No |
utm_content | Type of content | Yes (Ad Group Name) |
utm_term | Keyword triggering Ads | Yes |
Yes. UTM’s have been around for so long that they have become an industry-wide best practice. You can find documentation on support from MixPanel, Adobe Analytics, Amplitude, Microsoft Clarity, Kissmetrics in each of the embedded links.
The Link Tracking Protection feature in the iOS 17 release slated for late September 2023 will automatically remove tracking parameters from messages, mail, and links. While it is still not totally clear, there are going to be workarounds. What is known at this moment is that iOS 17 will not be stripping utm_source, utm_medium and utm_campaign from links. Primarily, Apple is proposing Private Click Measurement as a way of tracking.
A Click Identifier or Click ID, is a unique sting generated every time a User clicks on an Ad. It tracks the Users journey through the website to final conversion. A click ID will be unique to an ad click-user-session, and will incorporate information about Source, Medium, Campaign, Ad Group, Keyword, Query Match Type, Ad Creative, Placement etc. A click ID is appended to the end of a URL to a landing page to let an analytics tool trace the click.
No. Using UTM’s doesn’t affect your SEO. The bigger potential drawback is that if UTM”s are not configured properly, then there is a chance that it may skew your visitor analytics data. So take care while configuring and rolling out your UTM’s.
Putting out a long URL with a detailed UTM sequence at the end can have disadvantages. We want to capture rich insights, but we need to consider the following points:
You have worked hard to identify keywords, platforms, and build campaigns. Do you want to give away all this sensitive information, and insights into your Marketing Strategy to competition that easily?
Users tend to distrust longer URL’s and find it difficult to copy and share, especially on mobile phones.
Managing and creating longer URL’s is difficult. Also, many times search engines tend to truncate URL’s. This may cause navigational errors.
Thumb rule. URL’s should be designed not only for SEO, but also keeping in mind humans. URL’s should be easily readable. Especially if you have not implemented Breadcrumb navigation on your site.
Users understand that on the web they will be tracked. But openly showing that their behavior and source is being tracked through UTM’s may still put them off as being highly intrusive.
The best way to do this is by using the link shortener from Google Analytics Campaign URL Builder. Alternatively, you can use Bit.ly, Tinyurl, Rebrandly, BL.INK or any other URL shortener service which work just as well with GA4 and the other Analytics platforms or CRM’s like Pronnel.Do keep in mind, URL shorteners may have a small SEO penalty for those 301 Redirects but then if the primary importance is accurate tracking, this is a penalty we can live with.
Use a spreadsheet, or better still use the Pronnel Template for UTM Tracking which comes built in with a place to store the final URL shared.
With concerns around privacy increasing globally, firms are supporting consumers to protect their PII (Personally Identifiable Information) and give them tools to protect themselves from being tracked. One of the options available for individuals today is to prevent UTM Tracking with browsers giving the option for stripping UTM’s. This raises a serious challenge for Digital Marketing Teams.
A quick check of the readymade Tech Details Report in GA4 can give you an idea of the split between different platforms. Correlate your visitors browsers with the Direct Visitor numbers. If you have a high %age of ‘difficult to explain’ sessions in the Direct category, you may want to delve deeper.
Let’s quickly look at the current browser market shares (Aug 2023- Worldwide) and whether UTM Stripping is allowed.
This blog is the fifth in the series on Lead Management. Dive deep and check out our other blogs: