Configure General UTM Parameters at Account Level

Urchin Tracking Module (UTM) parameters are tags or simple snippet codes added to the end of a URL. You can customise these parameters based on your requirements to accurately track user engagement from different traffic sources in your analytics software.

When your audience visits the URL appended with these parameters, your analytics software can track information, such as where clicks came from, what campaign directed the clicks to your website, how visitors came to your website, and whether visitors interacted with any content associated with a campaign.

You can configure general UTM parameters at the account level, which are carried over to campaigns and flows. However, the marketer can override the general UTM parameters at the campaign level. For more information, refer to Add UTM Parameters to Campaigns.

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Information

The ability to enable, disable, or edit UTM parameters depends on your role. If the Setup & manage permission is enabled in the App Configuration component for your role, you can enable, disable, or edit UTM parameters. For more information, refer to Access Roles.

Enable UTM Parameters

  1. On the left navigation menu in the MoEngage UI, go to Settings > Advanced Settings > UTM tracking. The UTM tracking page is displayed.
    UTMTracking_RevampedUI.png
  2. Turn the UTM parameters toggle on.
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    The following non-deletable list of UTM parameters with campaign and flow values is displayed.
UTM Parameter Description Default Campaign Value Default Flow Value
utm_source It determines the source of the traffic and helps to track where the traffic came from. The source can be a website, app, or link. For example, YouTube, Instagram, or Google.  MoEngage MoEngage
utm_medium It determines the type of channel and helps to track what type of traffic the visitor came from. For example, Push, SMS, and Email. {{channel}} {{Flow Campaign Channel}}
utm_campaign It determines the name of the campaign and helps to track the performance of a specific campaign. For example, Newyear and Bigbillionday. {{Campaign Name}} {{Flow Name}}
utm_term

It determines search terms for paid traffic and helps track the keyword or term that led to the audience visiting your site. For example, Mobile+sale.

NA NA
utm_content

It determines the content. It is the element that differentiates links pointing to the same URL. It helps identify the exact element on your campaign that was clicked. It is useful for for A/B testing. For example, banner, video, product image.

NA NA

Configure UTM Parameters

  1. Enable the UTM parameters toggle.
  2. Configure the parameters as follows:
    UTM Parameter Notes
    utm_source

    This is a mandatory parameter, so you cannot disable it. When the UTM parameters toggle button is enabled, this parameter is available with every link.

    The values for campaign and flow are populated by default. You can edit them if required.

    utm_medium

    This is a mandatory parameter, so you cannot disable it. When the UTM parameters toggle button is enabled, this parameter is available with every link.

    The values for campaign and flow are populated by default. You can edit them if required.

    utm_campaign

    You can use the toggle button to enable or disable the parameter.

    The values for campaign and flow are populated by default. You can edit them if required.

    utm_term

    This parameter is disabled by default. It does not have default values for campaign and flow.

    You can enable it based on the client's usage. Use the toggle button to enable or disable the parameter.

    utm_content

    This parameter is disabled by default. It does not have default values for campaign and flow.

    You can enable it based on the client's usage. Use the toggle button to enable or disable the parameter.

  3. Click Save.
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  • For utm_source and utm_medium, both campaign value and flow value are mandatory, so they cannot be empty.
  • For other fields, both values cannot be empty. Enter a value in one of the fields.
  • In all fields, you can enter a static value or select a dynamic value. When you enter '@', a searchable drop-down list of values is displayed. 
  • The following are the dynamic values supported:
For Campaigns For Flows
Campaign Id, Parent Campaign Id, Platform, Conversion Goal, Campaign Delivery Type, Campaign description, Custom segment, Campaign Name, Campaign Tags, Campaign Tags id, Locale Name, Variation Name, Campaign Channel. Flow Name, Flow Child Campaign Name, Flow Id, Platform, Flow Delivery Type, Flow description, Custom segment, Flow Tags, Flow Conversion Goal, Flow Tags Id, Locale Name, Variation Name, Flow Campaign Channel.
  • You can select multiple dynamic values in the Campaign value and Flow value fields for all parameters.
  • Double curly brackets are mandatory at the start and the end of a dynamic value. They are added by default when you select a dynamic value. For example, {{Campaign Id}}.

Create a Custom UTM Parameter

Apart from the fixed parameters available by default, you can create custom UTM parameters based on your requirements.

  1. Enable the UTM parameters toggle.
  2. Click + Create custom parameter. At the end of the list, a fresh key-value pair with empty values is generated.
    3 - custom utm.png
  3. Enter the following details:
    1. In the Utm parameters column, enter a name for the UTM parameter.
      • The parameter name can have a maximum of 50 characters.
      • This is a mandatory field, so you cannot leave it blank.
      • The name must be unique. If you enter a name that already exists, an error is displayed.
    2. In the Campaign value column, enter a value for the parameter to be used in campaigns.
    3. In the Flow value column, enter a value for the parameter to be used in flows.
  4. Turn the toggle button off to disable a custom parameter.
  5. Click the delete icon for the custom parameter that is no longer required.
    • After you save the UTM parameters for the first time, if you try to delete a custom parameter, the Delete UTM parameter pop-up is displayed. Click Delete.
      10 utm.png
    • After you delete a custom parameter, its values will not be automatically appended to the links in your campaigns or flows.
  6. Click Save.
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You can add a maximum of five custom parameters. After adding five params, the + Create custom parameter button is disabled.

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Edit UTM Parameters

After you save the UTM parameters for the first time, you can edit them whenever required.

  1. Update the campaign values or flow values.
  2. Turn the toggle button on or off to enable or disable a parameter. You cannot disable the utm_source and utm_medium parameters.
  3. Click the custom parameter name and edit it. This field becomes editable when you hover over it.
    9- custom.png
  4. Click Save. The Modify UTM parameter pop-up is displayed. 
    • Click Modify to update the changes only in the general settings. Future campaigns will have these changes.
    • Click Modify & update campaigns to update these changes in existing campaigns.
      4 - modify.png
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Critical

You must click Modify & update campaigns only if you are sure that you want to update all the running campaigns. Because it will impact all the existing standalone campaigns and campaigns created as part of flows.

Disable UTM Parameters

You can disable UTM parameters if you no longer want to insert them automatically in the links used across campaigns.

  1. Navigate to Settings > Advanced Settings > UTM tracking.
  2. Turn the UTM parameters toggle off to disable it. The Disable UTM parameters pop-up is displayed. 
    • Click Disable to disable the changes only in general settings. After you disable UTM parameters, the values will not be automatically appended to the links in your future campaigns.
    • Click Disable & update campaigns to update these changes in existing campaigns. All the running campaigns will be impacted.
      5 - disable.png
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Critical

You must click Disable & update campaigns only if you are sure that you want to update all the running campaigns, because it will impact all the existing standalone campaigns and campaigns created as part of flows.

When the toggle is off, all previous data is hidden in the UTM parameters. When you enable the toggle next time, the previous data that you had entered is reflected again.

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