Campaign UTM Tracking

Why this area exists#

Many organizations want consistent link attribution across all marketing emails. The Campaign Email UTM Tracking section gives the workspace a default rule set so staff do not need to rebuild the same UTM pattern for every campaign.

Confirmed settings:

• Enable automatic UTM tagging for campaign emails
• Default UTM Source
• Default UTM Medium
• UTM Campaign Pattern
• UTM Content Pattern
• UTM Term Pattern

What changes after configuration#

When tenant-wide automatic UTM tagging is enabled:

• marketing campaign email links can receive missing UTM values automatically at final render
• tenant defaults are used when campaign-specific overrides are blank
• existing UTM parameters are preserved instead of being overwritten

This is important operationally because it helps central teams enforce consistency without blocking campaign managers who need exceptions.

How defaults and overrides work#

The campaign UTM service follows this order:

• if a campaign explicitly enables or disables UTM tagging, that campaign setting wins
• if the campaign leaves the choice blank, the tenant default controls whether tagging applies
• if a campaign provides an override for a UTM field, that override wins for that field
• if the campaign override is blank, the tenant default value or pattern is used

Supported pattern tokens#

Confirmed token support:

• {campaign_id}
• {campaign_name}
• {campaign_slug}
• {tenant_id}
• {tenant_name}
• {tenant_slug}
• {date}

These tokens can be used in the campaign, content, and term pattern fields.

What this affects downstream#

This setting affects campaign email link rendering and the campaign UTM preview logic. It does not automatically rewrite every link in the platform.

The implementation also deliberately skips certain links, including:

• signed links
• unsubscribe links
• preferences links
• member-access links

That behavior protects sensitive or special-purpose links from being modified.

When tenant-level defaults are useful#

Tenant defaults are especially useful when:

• one team manages attribution across many campaigns
• leadership wants consistent source and medium naming
• staff turnover makes manual campaign setup inconsistent
• reports depend on predictable tagging conventions

They are less useful when every campaign has a very different attribution model and central consistency is not a priority.

Setup guidance#

1. Open Workspace Settings > Campaign Email UTM Tracking.
2. Turn on automatic tagging if you want the workspace default to apply.
3. Enter the default source and medium values.
4. Add token-based patterns if your team wants standardized campaign naming.
5. Save the settings.

Operational notes#

• The tenant default is a default, not a lock.
• The campaign preview is the best place to verify how a specific campaign will resolve its final values.
• Because existing UTM parameters are preserved, intentionally pre-tagged links can coexist with tenant defaults.

Common mistakes#

• assuming tenant defaults override an explicit campaign-level setting
• forgetting that a blank campaign may inherit the tenant default
• expecting already-tagged links to be overwritten
• using tokens without agreeing on an internal naming convention first

What to test afterward#

• one campaign with no overrides
• one campaign with selected overrides
• one already-tagged link
• one unsubscribe or preferences link to confirm it is left untouched

Related topics#

• Google Tracking
• Email Marketing
• Workspace Settings Reference