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Setting up UTM Rules for the first time? Start with the UTM naming convention playbook to define your approved source, medium, and campaign values before configuring the rules engine.
UTM Rules is a set of rules that runs whenever a link is created or updated. One rule set per workspace. It applies in this order:
  1. Force lowercase (default ON) - Summer_Salesummer_sale
  2. Space replacement (default _) - summer salesummer_sale
  3. Max length (default 100) - reject values longer than this
  4. Prohibited values - fail if value contains any banned term
  5. Allowed characters - fail if value contains characters outside the selected set (lowercase, numbers, dots, hyphens)

When to use it

  • Marketing team of more than one person - drift is guaranteed without rules.
  • Anyone publishing UTMs to a shared analytics tool (GA, Mixpanel) where casing/typos create duplicate rows.
  • Agencies enforcing client-specific naming conventions.

How to configure

1

Open the rules page

Sidebar → UTM Rules.
2

Set the basics

Space Character dropdown - Underscore selected, with Hyphen, Plus, URL Encoded, and Remove spaces options each showing a live preview
3

Set the basics

Space Character dropdown - Underscore selected, with Hyphen, Plus, URL Encoded, and Remove spaces options each showing a live preview
4

Save and test

Try creating a link with bad values. Validation errors appear inline on the failing fields.
UTM Rules page - Space Character, Force Lowercase toggle, Max Length, Allowed Characters checkboxes (lowercase, numbers, dots, hyphens), and Prohibited Values settings

Real-world example

No more Summer Sale! slipping into prod.
Force consistency across the whole team:
  • Force lowercase: on
  • Space character: hyphen
  • Allowed characters: select lowercase, numbers, dots, hyphens
  • Blocked values: test, draft, tbd
No more Summer Sale! slipping into prod.

Edge cases

Rules cleaning vs validation. Steps 1-2 (lowercase, space replacement) transform values silently. Steps 3-5 (length, prohibited, allowed characters) reject the save with errors.
Default rules ship per workspace. Every new workspace starts with force lowercase on, underscore for spaces, and a 100-character max length automatically. They CAN be turned off using the toggle given in the UTM rules panel but it is ON by default.