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What it is

Saving a named set of UTM values that can be applied to new links with one click.

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When to use it

You’re about to type the same utm_source / utm_medium combination for the third time. Stop. Make a template.

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How to create one

1

Open Templates

Sidebar → UTM Templates → Create Template.
2

Name and Description(optional)

Name shows in the template picker. Description is internal context - when to use this template.
3

Fill the UTM fields

Set the fields you want pre-filled. Leave any field blank if it’s not common to the use case.
FieldSet ifLeave blank if
utm_sourceAlways(always set)
utm_mediumAlways(always set)
utm_campaignOne template per recurring campaignPer-link campaigns
utm_termPaid search with stable keyword strategyOtherwise
utm_contentSame creative across all linksDifferent creatives per link
4

Save

Template is immediately available in the link builder’s template picker.
Create Template modal - Template Name, Campaign, Description, Source, Medium, Term, Content fields

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Real-world example

Newsletter template - kept loose so one template covers all newsletters: 
Name:         Newsletter - generic
Description:  Default for any weekly/monthly newsletter send
utm_source:   newsletter
utm_medium:   email
utm_campaign: (blank - set per send)
utm_term:     (blank)
utm_content:  (blank - set per CTA)
Per-link, the marketer fills utm_campaign=weekly_digest_2025_w19 and utm_content=hero_cta.

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Common mistakes

Newsletter - Week 19 - Hero CTA becomes a single-use template. Make it generic; vary at link time.
News - Email, Email/Newsletter, newsletter_email all describe the same thing. Settle on a convention before the team builds 30 templates.
Six months in, “Q2 Launch - paid” is ambiguous. Describe when to use this template, not just what it sets.

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Edge cases

Templates don’t enforce. A user can apply a template, then change every field. To enforce, use UTM Rules (required-field, allowed-values, conditional logic).
Editing a template doesn’t update past links. Past links keep the values they had at save-time. Future links using the template get the new values.