The Complete Guide to UTM Codes

Quick: which social network is bringing in the most traffic to your website right now?

It’s OK if you don’t know off the top of your head. (I don’t memorize that sort of stuff, either!) But wouldn’t it be great if you could pull up the answer in just a few seconds whenever your boss asks?

What about revenue broken down by social network?

What about the percentage of traffic generated by social versus email?

You can track it all, and you can track it for free: all you need are Google Analytics and a little bit of UTM link codes.

Not sure what that means? I’d love to share with you how it’s done.

A Quick-and-Simple Overview of UTM Codes

What are UTM Codes, and Why are They so Important?

“UTM” stands for “Urchin tracking module.” Urchin Software Corporation was acquired by Google in 2005, and their software laid the groundwork for what we now know as Google Analytics.

UTM codes are bits of text you can add to a link that tell Google Analytics (as well as other analytics tools) a little bit more information about each link. Here’s a sample of what one looks like:

Why are UTMs Important?

If you’re spending a lot of time in social media, you might be publishing hundreds of new links per day.

UTM codes help you track the performance of each of those links so you can see where your traffic is coming from.

You can use the UTM variables within the link to track general information, like how much traffic you’re getting from social media. You can use them to track the fine details also, like how much revenue you get from your Twitter bio.

There are many, many ways to track links with UTM codes.

And the good news: If you settle on a strategic way to tag your links now, you’ll save yourself a lot of time (and headache!) in the future.

I’m about to share an approach to UTM tagging that has been especially helpful for me when it comes to measuring the success of my links, and I hope it will be for you, too.

But before we jump into that, let’s quickly set our expectations for what a well-tagged URL can accomplish for you.

The 3 Essential Questions a UTM Link can Answer

When all UTM’ed up, a link should be able to answer some basic questions about your web traffic:

  1. Where is the traffic coming from?
  2. How is it getting to me?
  3. Why is it coming to me?

Essentially, UTM codes tell the story of how your traffic is coming to you.

This works by using three (or four) elements called “UTM parameters,” which we’ll cover in detail below:

  • Source
  • Medium
  • Content (optional)
  • Campaign

That’s why a UTM-tagged URL looks like this:

https://buffer.com/email-courses/actionable-social-media-strategies/?utm_source=buffer&utm_medium=post-original&utm_content=-image&utm_campaign=25-social-media-strategies

See all those “utm_” bits? That’s where we’re labeling the traffic that comes from this link.

Of course, typing that long string of characters is pretty scary, so most people use URL generators. These nifty tools let you plug-in the values for each of those parameters, and then the tools do the magic of stringing them together into a nice URL. Some popular generators include:

The UTM parameters, in turn, tell Google Analytics how to sort your incoming traffic. If you’re tracking your links across social media (and across the rest of your digital content!), you’ll get a lot more goodness out of Google Analytics’ Acquisitions features—because you’re giving GA more to track.

Here are the different places to find UTM information within your Google Analytics dashboard:

  1. Acquisition > All Traffic > Source/Medium
  2. Acquisition > Campaigns > All Campaigns

Now, let’s look at how to use UTM codes and parameters in your social media links.

How to Use UTM Codes and Parameters in Your Social Media Links

With UTM codes, we’re trying to help Google Analytics tell us the story of how our social media traffic is getting to us. We’re trying to answer those three questions:

  1. Where’s the traffic coming from?
  2. How is it coming to me?
  3. Why is it coming to me?

The good news is choosing your UTM parameters is as simple as answering those questions for every link you publish. Let’s look at how that works together.

1. How to Use the “Source” UTM Parameter in Social Media

tl;dr — You can use the name of the social platform you’re sharing the link to (e.g., Twitter, Facebook) as the “source” UTM tag.

The “source” parameter is all about answering the question, “Where is my traffic coming from?”

By adding the parameter &utm_source= to your links, you’re tagging every visit that comes from that link in a way that says, “this visit came from such and such.”

So, your “Source” UTM parameter will simply state where the traffic is coming from.

Now, I say, “simply,” but there are a multitude of ways that this could be done. For example, if you were tweeting to your followers about a sweet blog post you just wrote, you could answer the question “Where is the traffic going to come from?” a few ways.

  • It’s coming from you, the sharer.
  • It’s coming from Twitter, the place where it’s being shared.
  • It’s coming from your followers, the ones reading it.

There are all kinds of ways you could think about this.

But Google recommends using the “source” field to describe the “referrer,” or the entity that’s actually sending the traffic your way. In this example, a good source tag would be simply “Twitter.” There are a few good reasons for this:

  • You will eventually want to track ALL of your traffic from Twitter in one place (simplicity FTW!)
  • In the case of social media links, this makes even more sense. If someone shares or Retweets your links, then the traffic isn’t really coming from you anymore­—but it’s still coming from the same social media platform!

In social media, I’ve found the simplest approach is to use the social platform you’re sharing the link to as the “source” UTM tag. When I share a link to Facebook are tagged with “&utm_source=facebook” =)

2. How to Use the “Medium” UTM Parameter in Social Media

tl;dr — Consider setting “social” as your medium tag for all links shared on social media.

This parameter is all about answering the question, “How is my traffic coming to me?”

By adding the parameter &utm_medium= to your links, you’re tagging every visit that comes from that link in a way that says, “this visit came via _______.”

This is a little less straightforward than the source tag we looked at, because for every way to describe where the traffic is coming from, there are probably 10 ways to describe how it’s getting to you!

That’s why it can be helpful to establish some UTM conventions up front. If you give yourself a general list of options for the “medium” tag, then this part of the link-tracking process can be a lot easier.

Google suggests using a general name of the marketing medium for this parameter on their URL builder:

That helps keep it simple! For tagging UTM codes on social media, a really simple approach is to always use “social” as your medium. You don’t have to do this, but I’ve found it makes it very easy to sort the traffic in my high-level marketing channels—especially if I’m taking Google’s advice on this when I’m tagging other links.

Just FYI, here are some other “medium” tags you might consider for non-social links:

  • Email
  • Blog
  • Blog-guest (for when you’re guest posting on an influencer’s blog)
  • Blog-syndicated (for when you’re sharing your articles with syndication sites)

3. How to Use the “Campaign” UTM Parameter in Social Media

Now for the last of the questions: why is the traffic coming to you?

This is what the “campaign” UTM parameter is all about. By adding the parameter &utm_campaign= to your links, you’re tagging every visit that comes from that link in a way that says, “this traffic is coming from this effort.”

There are SO MANY ways to use this tag! And the beauty of it is that if you’re consistent with your source and medium UTM parameters, you have a lot of flexibility when it comes to tracking campaigns.

Here are a few ways to think of using the campaign parameter:

  • Use it for special promotions. Doing a new product launch? Try “launch-[Product Name]” as your campaign.
  • Use it for personas. If a post is crafted especially for one buyer persona, you may want to consider tagging that link accordingly. For example, you could try “manager-mandy” or “practitioner-pam” as your campaign values.
  • Use it for business objectives. Is that blog post you’re tweeting about going to generate leads, sales, or thought leadership? You might try using campaign values like, “contact,” “complete,” or “lead.”

Note: Be empathetic with your tags, as your readers can see them in the URL bar of their browsers.

How to Track Your Social Media UTMs in Google Analytics

Once you’ve been tagging and tracking your links with UTMs, you can get a really good feel for where your traffic is coming from by hopping into Google Analytics.

Google Analytics makes it really smooth for organizing and analyzing these UTMs. You can see UTM campaign, source, and medium all from the same Google Analytics dashboard.

Here’s where:

  1. Go to Acquisition > Campaigns > All Campaigns
  2. Click to view the Primary Dimension of Campaign, Source, or Medium

Case Study: Using UTM Parameters to Tell the Story of Star Wars

Remember the end of Star Wars, when Luke Skywalker and the Rebel Alliance race to blow up the Death Star before the evil Galactic Empire destroys the rebel base?

What if we told that stor…with UTM tags?

Luke Skywalker is flying to the Death Star. Let’s assume Luke represents web traffic coming from a tagged link. We’ll make Deathstar.is the target URL the rebels are sending “traffic” to.

The source of that traffic? That would be the Rebel Base. Which means that if we were to express that in UTM terms, we’d have . . .

So we know that the Death Star is where Luke Skywalker (the traffic) is flying to, and we know the source of that traffic (Rebel Base). Now, how’s Luke getting there? In his trusty X-wing fighter, that’s how!

Now, what if we added that to our UTM story? It would look a little something like this:

So we know that Luke Skywalker (the traffic) is flying to the Death Star (the destination URL). He’s flying from the rebel base (the source) in his trusty X-wing fighter (the medium).

But why? Why is that traffic coming to the Death Star in the first place?

Because the Rebels want to save their base and later save the galaxy from the likes of Darth Vader.

So, if we were to sum up this story in UTM tags, we would need a campaign tag to tie this all together. We’ll choose “stop-darth-vader” for this one.

So, here’s the story of Star Wars in UTM-tagged URL form!

  • Destination URL = where the traffic’s going (the Death Star)
  • Source UTM tag = where the traffic’s coming from (the rebel base)
  • Medium UTM tag = how the traffic’s getting there (X-wing fighters)
  • Campaign UTM tag = why the traffic’s going there (to stop Darth Vader)

Quick Recap on UTM Parameters in Social Media

I am about to jump into how to track these in Google Analytics, but first, let’s do a super-quick recap on what we’ve covered:

  • The “source” UTM tag = the referrer (Facebook, Twitter, LinkedIn, YouTube, etc.)
  • The “medium” UTM tag = how the traffic gets to you (for most social media links, this will just be “social”)
  • The “campaign” UTM tag = why the traffic is coming to you (launch, persona, promotion, etc.)

Here’s a quick tip for Buffer for Business users: you can automate your UTM tags in Buffer! Here’s how.

First, go to “Settings” in your Buffer account and select “Link Shortening.”

Then, scroll down toward the bottom. You’ll see the “Google Analytics Campaign Tracking” section. You’re just two steps away from customizing your Buffer links:

  1. Toggle that “Enable Campaign Tracking” switch to “Yep.”
  2. Click the “Customize Campaign Tracking” button.

Behold, your own custom Google Analytics tagging options! I’ve got my Twitter account set up so that every link I tweet through buffer is tagged accordingly:

  • Source = twitter
  • Medium = social
  • Campaign = jeffrey-the-red (a form of my Twitter handle)

BOOM! Now all my tweeted links are automatically sorted.

Now you know how to use UTM tags, and you’re ready to keep track of all your social traffic.

 

This post originally appeared on Buffer, and is re-published with permission.

Image Credits

Featured Image: Image by The Buffer Team
All screenshots by Jeffrey Kranz. Taken September 2015.

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