Creating Templates

Overview

Purpose

Templates make is easy to reuse common UTM parameters and build out multiple links for a single campaign.

Benefits

• Save time with bulk link creation
• Improve campaign consistency

Prerequisites

• Ensure you have access to the UTManager by signing up or logging in with an active account.
• You should have access to Google Analytics (or a similar analytics tool) for tracking the UTM parameters.
• Familiarity with basic marketing concepts such as traffic sources, campaigns, and UTM parameters.

Steps

1. Once you're logged in with a paid account, from the Templates menu, click the green plus (+) button.  

The Template creation page is broken into two parts. 

Part 1: The Template details

In this section you can specify the:

• Template Name (used to identify a template when creating links)
• Template Description (personal notes on what this template is for)
• Landing Page (the default landing page URL that all links created from this template will use)
• Campaign Name (this is the utm_campaign parameter for all links in this template)

For our example, we'll use "Documentation" for the template name and campaign name.

Part 2: Template link options

For this example, we've added three different sections to this template. Each section is for a different link placement.

• Section 1: utm_source of linkedin and utm_medium of banner
• Section 2: utm_source of youtube and utm_medium of banner
• Section 3: utm_source of facebook and utm_medium of banner

This will allow us to create three links for each channel when selecting this Template when building a Link.

2. Click Save

3. Once saved, we are redirected to the All Templates page. From this page, we can:

• Search/Filter for our Templates
• Edit selected Templates

Next Steps

• Creating Links with a Template