Setting Up General UTM Parameters at Account Level

Urchin Tracking Module (UTM) parameters are tags or simple snippet codes you can add 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 come, what campaign directed the clicks to your website, how visitors come to your website, if 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. For more information, refer to Create Email Campaign and Create Flows.

info

Information

  • This is an early access feature and will be rolled out in a phased manner. Please contact your Customer Success Manager(CSM) for early enablement.
  • Currently, this feature is supported only for the Email channel.
  • The general UTM parameters you configure at the account level impact standalone email campaigns and email campaigns created as part of flows.
  • 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.
  • We've revamped our Dashboard Settings. UTM Parameters can be enabled in the following navigations in the revamped and old UIs on the MoEngage Dashboard.
    • Revamped UI: Settings > Advanced Settings > UTM tracking
    • Old UI: Settings > App > UTM tracking

Enable UTM Parameters

  1. Navigate to the UTM tracking settings in the MoEngage Dashboard. The UTM tracking page is displayed.
    Revamped UI Old UI

    UTMTracking_RevampedUI.png

  2. Turn the UTM parameters toggle on.
    2 - utm on.png
    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 Determines the source of the traffic. Helps to track where the traffic came from. The source can be a website, app, or link. For example, YouTube, Instagram, Google.  MoEngage MoEngage
utm_medium Determines the type of the channel. Helps to track what type of traffic the visitor came from. For example, Push, SMS, Email. {{channel}} {{Flow Campaign Channel}}
utm_campaign Determines the name of the campaign. Helps to track the performance of a specific campaign. For example, Newyear, Bigbillionday. {{Campaign Name}} {{Flow Name}}
utm_term

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

NA NA
utm_content

Determines the content. It is the element that differentiates links pointing to the same URL. Helps to 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 usage of the client. You can 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 usage of the client. You can use the toggle button to enable or disable the parameter.

  3. Click Save.
info

Information

    • For utm_source and utm_medium, both campaign value and flow value are mandatory so they cannot be empty.
    • For another 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. A fresh key-value pair is generated with empty values at the end of the list.
    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.
info

Information

You can add a maximum of five custom parameters. After adding five params, the + Create custom parameter button is disabled.

9- custom disabled.png

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 your mouse on it.
    9- custom.png
  4. Click Save. The Modify UTM parameter pop-up is displayed. 
    • Click Modify to update the changes only in general settings. Future campaigns will have these changes.
    • Click Modify & update campaigns to update these changes in existing campaigns.
      4 - modify.png
warning

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. Go to the following navigations on the MoEngage Dashboard:
    1. Revamped UI: Settings > Advanced Settings > UTM tracking
    2. Old UI: Settings > App > 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
warning

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.

Was this article helpful?
0 out of 0 found this helpful

How can we improve this article?