Cortex's Auto-UTM Tagging feature is a service that will add a set of default UTM tags to your templates where those values are not already specified.
This article will walk you through how the feature works, how to set it up, and how to integrate this with your Google Analytics measurements.
How Does Automatic UTM Tagging Work?
Cortex's Automatic UTM Tagging feature will apply to UTM tags to any link in your templates as each send is processed. Your UTM defaults will be applied to all links unless that value is already set. This allows you to override or add UTM parameters on any link anywhere in Cortex.
How Do I Set Up Automatic UTM Tagging?
- To access UTM Tagging, go to the "..." on the upper right of your screen.
- Click UTM Settings. On the UTM Settings page, you can set the default values for your UTM tags.
Note: Campaign Source is required, all other fields are optional
Ex: https://www.yourbrand.com/catalog/194839223?&utm_campaign=Test+
Template&utm_source=ReSci-Cart+abandon&utm_medium=email
How do I set up my default UTM values?
To set specific UTM values on a given link you have two formats to follow:
- For traditional URLs, just add your UTM parameters to the URL as normal.
Example: I want to add the value "utm_term=banner_image" to all of my banner links. I would structure the link: https://www.mywebsite.com/home?utm_term=banner_image- When the UTM defaults are applied, the link will read as
https://www.mywebsite.com/home?utm_source=ReSci-{{ rs_stage_name }}&utm_medium=Email&utm_campaign={{ rs_template_name }}&utm_term=banner_image
- When the UTM defaults are applied, the link will read as
- For merge tags links, just list the utm parameters beginning with "&" after the merge tag.
Example: {{rs_rpu1}}&utm_source=Transactional_Welcome- When the UTM defaults are applied, this link will read as
{{rs_rpu1}}&utm_source=Transactional_Welcome&utm_medium=email&utm_campaign={{ rs_template_name }}
- When the UTM defaults are applied, this link will read as
The merge tags that are supported for UTM tagging are:
Merge tag | Description |
{{ rs_stage_name }} | name of the stage the email was sent from (ex: Cart Abandon) |
{{ rs_template_name }} | name of the email template that was sent |
{{ rs_offerid }} | identifier for the email that was sent |
Auto-UTM Tagging FAQ
What happens to my existing links?
Any UTM tags in your templates will be untouched, and will continue to show in all your campaigns. Anywhere one of your default values is not specified, the default value will be added to the link.
Can I use merge tags in my UTM defaults?
Only the tags {{rs_stage_name}} and {{rs_template_name}} are supported in UTM defaults. Other merge tags can be used in your templates as an override value.
Merge tag values that contain a UTM tag are not accounted for in overrides, do not include UTMs with product URLs. They doubly cannot contain anchor links, anchor links must be part of the "url text" not contained within a merge tag.
Will this show in the template builder?
No. These tags are applied when your templates process to send.
Will this show in test sends?
Yes! Auto-UTM-Tagging will be applied in all your sends: quick tests, realistic tests, and live campaign sends.
Can I use anchor links with Auto-UTM-Tagging?
Yes, as long as they are placed carefully. Anchor links must go at the end of any URL, after all UTM parameters. Merge tags do not support anchor links, they must be added outside of the merge tag.
VALID: https://www.mystore.com/home#cart
VALID: https://www.mystore.com/home?utm_term=CTA_button#cart
VALID: {{ rs_rpu1 }}#reviews
VALID: {{ rs_rpu1 }}&utm_campaign=TEST#reviews
INVALID: https://www.mystore.com/home#cart?utm_term=CTA_button
Custom URL parameters
You can also create your own custom URL parameters, which will work exactly the same as the UTM parameters above. Just set your key and value, and it will be globally tagged to all your URLs.
- You can create a new custom URL parameter by clicking "Add custom parameter" at the bottom of the page.
- This will create a new parameter, where you can name the key and value.
- Then hit Save to save your new custom URL parameter, and you're done!
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