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Act-On Software

Setting Up UTM Tagging

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

Using UTM tagging you can configure the Advanced Social Media Module to automatically add UTM codes to any link that you share using the platform.

To set up UTM tagging in your account, simply go to the UTM tagging tab under your account settings and enable it.

Once the feature is enabled, you will be able modify the parameters according to your needs. However, in most cases, that will be unnecessary because the default setup works well on most web tracking platforms, including Google Analytics.

After the feature has been enabled. Every link that was or will be shared from your account will be added with the parameters you've set up. Here are the default fields and values:

Field Value
utm_source %social_network%
utm_medium social
utm_content Oktopost-%social_network%
utm_campaign Oktopost-%campaign_name%

Note that some values contain enclosed variables inside percent signs. These variables will be replaced with the post data when users click on your links. For example, if a user clicks on a link that was posted on Twitter using John Doe's Twitter, he will be redirected to a link that looks like that:

http://www.oktopost.com?utm_source=Twitter&utm_medium=social&utm_content=Oktopost-Twitter-John Doe&utm_campaign=Oktopost-2015-10-General Campaign

In addition, UTM codes can be customized for the entire account or per each individual campaign (under Settings).

The following variables can be used as placeholders inside the value field of any UTM parameter. These fields will automatically populate according to the actual post that the user has clicked on.

Field Description
%social_network% E.g. Twitter, LinkedIn, Facebook
%profile_name% E.g. John Doe's Twitter
%campaign_name% The campaign name
%campaign_id% The campaign id
%account_name% The account name
%post_id% The post id
%post_source% How the post was created. E.g. UI, Board, Bookmarklet

 

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