Description: This tool allows you to create unique trackable links (UTM) to precisely monitor the traffic source, attribute conversions to marketing channels, and automatically profile customers who interact with the links.
What is it for? (Practical examples)
Use it to answer crucial questions about your marketing and customer interactions:
- Measure campaign effectiveness: If you send a newsletter and publish a Facebook post both pointing to the same page, you can know exactly how many clicks and conversions come from each channel.
- Profile new contacts: Automatically assign a specific label (e.g., "Interested in Service X") to all customers who click on a particular promotional link.
- Analyze purchase attribution: Find out if a customer made a purchase after clicking your link for the first time (First Click) or if the last click convinced them (Last Click).
Main Features
1. Link Creation and Management
- Unique Link Creation: Allows defining an UTM Code alphanumeric string that will be added as a parameter to the URL (e.g.,
?utm=campaign-code). - Preview and Copy: Immediately shows the parameter to use and allows copying it with one click for use in your campaigns.
- Centralized List: Displays all created links with their code, creation date, and total number of clicks received.
- Statistics Reset: It is possible to clear statistics related to a single link, resetting click and visit data without deleting the link itself.
2. Attribution and Customer Profiling
When a user clicks on the tracked link, the system can perform automatic profiling actions:
| Option | Description |
|---|---|
| Attribution Method | Choose whether the link should be considered the customer's origin if it was the First click (useful for awareness) or the Last click (useful for final conversion). |
| Label Assignment | Automatically assign one or more labels to the profile of the customer who clicks on the link. |
| List Assignment | Automatically subscribe the customer to one or more marketing lists. |
| User Assignment | Link the click to a specific internal user (e.g., a salesperson or account manager). |
3. Detailed Reporting
For each tracked link, an in-depth analysis section is available:
- Summary Metrics: Displays total Clicks/Visits, Purchases generated, and count of any Tracked Events (e.g., downloads, sign-ups).
- Most Visited Links: Lists specific pages of your site (Landing URLs) reached via the UTM link.
- Detailed Visit Log: A table of all individual interactions, including:
- Customer (whether registered or not).
- Date and time of visit.
- Destination URL.
- Source (Platform, Paid/Organic, UTM Code).
- Device details (Mobile, Desktop), Browser, and Geographic location (based on IP).
- Events and Purchases following the visit.
- Event Details: If the link generates specific events (e.g., "Form Submitted"), it's possible to view a detailed log of who triggered that event and when, including device and source details.
How to configure
To create or edit a tracked link:
1. Title and Code: Enter a descriptive Title and the UTM Code (must be short, lowercase, no spaces, e.g., spring-campaign).
2. Description: Add internal notes about the purpose of the link.
3. Attribution Definition: In the "Customer Profiling" section, select the Attribution Method (First or Last click).
4. Assignment Definition: Select the Labels, Lists, and internal Users to automatically assign to customers at click time.
5. Save: After saving, the system will provide the complete URL parameter (e.g., ?utm=code) to append to your destination links.
Automatic Integrations
Unified Analysis Filters
This module integrates with global tracking data to provide extremely granular analysis filters:
- Platform: Filter visits by source (e.g., Meta, Google, TikTok, Email, Direct).
- Paid/Organic: Distinguish between paid traffic and organic traffic.
- Campaign, Term, Content: Allows filtering data using standard UTM parameters (Campaign, Term, Content) recorded by the system.
Connection to External Advertising Platforms
The system can synchronize data from your external advertising campaigns to enrich analysis filters:
- Account Synchronization: If integrations with Meta Ads (Facebook/Instagram) and Google Ads are active, advertising accounts can be linked.
- Data Mapping: The system retrieves Campaign names, Ad Group names (Term), and Ad names (Content) directly from external platforms. This allows seeing real names of your advertising campaigns in analysis filters even when only technical IDs are recorded by the system.
Note: Advertising data synchronization is managed globally in the system configuration panel and is not specific to individual UTM links.
