UTM Naming Rules and Campaign Attribution Sheet
Set UTM naming rules and a campaign tracking sheet so ad, email and social traffic is attributed consistently across tools.
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Create a UTM and campaign tracking plan for my marketing. Channels in use (email, search ads, social ads, organic social, partners): [CHANNELS_IN_USE]. Tools that read the tags (analytics, CRM, email platform): [TOOLS_IN_USE]. Naming problems we have today: [CURRENT_NAMING_PROBLEMS]. Team members who build links: [LINK_BUILDERS]. Typical campaign types: [CAMPAIGN_TYPES]. Produce: a naming standard with lowercase rules, separators, and allowed values for source, medium, campaign, content and term, written as a table with the columns Parameter, Rule, Allowed values, Example, Common mistake; a list of at least ten example tagged links built from a placeholder domain, one for each channel; a tracking spreadsheet layout with the columns Date, Campaign, Channel, Final URL, Tagged URL, Owner, Budget, Notes; a short rule for which channels are auto-tagged by the platform and which are tagged by hand [VERIFY for my tools]; and a monthly hygiene check to find untagged or inconsistent traffic, with how to calculate the percentage of sessions that fall into an unattributed bucket, using the arithmetic. Explain in two paragraphs the limits of attribution so the team does not over-read it. Add guidance not to put personal data such as email addresses or names in tags, and to follow local privacy and consent rules [VERIFY]. Do not invent tool features, report names or settings; flag them [VERIFY] for my plan. Do not invent traffic numbers. Add a worked example with invented figures: 12,400 sessions, 2,170 labelled direct or unknown, and compute the unattributed share and the target after clean-up.
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