Visit Social Media Master Sheet and access the list of UTM Codes. Find it in Zoho at:

https://sheet.zoho.com/sheet/open/0lyjd13ca55e8013640b68aa20d3c4058c443?sheet=UTM%20Codes&range=B15

Locate campaign platform and topics (eg: Newsletter, Paid Ads, Social DMs, Holiday sale, seminars, challenges) and see if UTM codes have been created previously.

If active UTM codes are available, move to Step 6.

If UTM is not created, please use the following template:

?utm_source=FILL&utm_medium=FILL&utm_campaign=FILL&utm_content=FILL

Replace ‘FILL’ with relevant and accurate title or description. Spaces are not allowed. Please use underscore if space is needed. Keep these as short and simple as possible. 

Source: Where the link is being placed. Eg: ZohoMarketing, Facebook, Instagram, TikTok, Home_Page, etc.

Medium: What the link is being placed or connected to. Eg: IGStories, IGReels, DirectMessages, Email_Header, PaidAds, PaidSocialCarousel, PaidStaticAds

Campaign: Name of campaign eg: HolidaySale22, ECChallenge, CloseoutSale, DallasSeminar21

Content: Specific color, CTA, or other relevant info on the ad/creative. Eg: shopnow, signuptoday, purplead, green_carousel

Example:

utm_source=Facebook&utm_medium=paidsocialcarousel&utm_campaign=Valentines22&utm_content=shopnow

Once UTM is created, paste the code into the relevant section.

Add UTM Code to the link by pasting it at the end of the link desired.

Example:

DiscoverHealing.com/Sale?utm_source=Facebook&utm_medium=paidsocialcarousel&utm_campaign=Valentines22&utm_content=shopnow

Create short link via bit.ly (login info available through Zoho Vault). Paste shortlink into sheet for easy copy & paste access.