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UTM Templates Overview

Learn how UTM templates help you create consistent, standardized links faster in linkutm.

What are UTM Templates?

UTM Templates are pre-configured sets of UTM parameters that you can apply when creating new links. Instead of manually entering the same UTM parameters repeatedly for similar campaigns, templates let you save your most-used parameter combinations and apply them with a single click.

Why Use UTM Templates?

Benefits

Save Time
  • Create links 10x faster
  • No repetitive typing
  • One-click parameter application
  • Batch link creation becomes simple
Ensure Consistency
  • Same parameters across similar campaigns
  • Reduce human error and typos
  • Maintain naming standards
  • Team-wide standardization
Simplify Training
  • New team members use correct parameters
  • Clear templates for each campaign type
  • Self-documenting workflow
  • Reduced onboarding time
Scale Campaigns
  • Easy to replicate successful campaigns
  • Quick testing of variations
  • Efficient multi-channel management
  • Streamlined workflow for agencies
Improve Data Quality
  • Consistent parameter naming
  • Clean analytics data
  • Easier reporting and analysis
  • Better campaign attribution

How UTM Templates Work

Template Structure

A UTM template includes: Required Parameters:
  • utm_source
  • utm_medium
  • utm_campaign
Optional Parameters:
  • utm_term
  • utm_content
Custom Parameters:
  • Any additional tracking parameters
  • campaign_id, audience, etc.
Template Metadata:
  • Template name
  • Description/notes
  • Created by
  • Last modified date
  • Folder assignment (if applicable)

Using Templates

Creating a Link with a Template:
  1. Click Create Link
  2. Click Use Template or Select Template
  3. Choose from your saved templates
  4. All UTM parameters auto-fill
  5. Customize specific values if needed
  6. Add destination URL
  7. Save link
Result: Link created with consistent parameters in seconds!

Common Template Types

By Marketing Channel

Email Template
Template Name: Email Newsletter
utm_source: newsletter
utm_medium: email
utm_campaign: [variable]
utm_content: [variable]
Social Media Template
Template Name: Facebook Ads
utm_source: facebook
utm_medium: cpc
utm_campaign: [variable]
utm_term: [variable]
utm_content: [variable]
Paid Search Template
Template Name: Google Ads - Brand
utm_source: google
utm_medium: cpc
utm_campaign: brand_search
utm_term: [variable]
utm_content: [variable]

By Campaign Type

Product Launch Template
Template Name: Product Launch
utm_source: [variable]
utm_medium: [variable]
utm_campaign: product_launch_2024
utm_content: [variable]
Seasonal Sale Template
Template Name: Seasonal Promotion
utm_source: [variable]
utm_medium: [variable]
utm_campaign: summer_sale_2024
utm_content: [variable]

By Use Case

Webinar Promotion Template
Template Name: Webinar Campaign
utm_source: [variable]
utm_medium: [variable]
utm_campaign: [webinar_name]
utm_content: registration_link
Lead Generation Template
Template Name: Lead Magnet
utm_source: [variable]
utm_medium: [variable]
utm_campaign: lead_gen
utm_content: [resource_name]

Template Management

Creating Templates

See detailed guide: Create UTM Template →

Editing Templates

Update existing templates:
  • Modify parameter values
  • Update description
  • Change folder assignment
  • Save changes
  • Applied to future links only (doesn’t affect existing links)

Duplicating Templates

Create variations quickly:
  • Duplicate existing template
  • Modify specific parameters
  • Save as new template
  • Perfect for similar campaign types

Deleting Templates

Remove unused templates:
  • Find template in template list
  • Click delete option
  • Confirm deletion
  • Doesn’t affect links already created

Organizing Templates

By Folder:
  • Group related templates
  • Organize by channel, client, or campaign type
  • Easier navigation with many templates
By Naming:
  • Use clear, descriptive names
  • Include channel or purpose in name
  • Examples: “Email - Newsletter”, “Facebook - Lead Gen”
By Team:
  • Create templates for different teams
  • Marketing, Sales, Product templates
  • Shared templates for collaboration

Template Best Practices

Naming Conventions

Clear and Descriptive:
  • ✅ Good: “Facebook Ads - Lead Generation”
  • ✅ Good: “Email Newsletter - Weekly”
  • ❌ Avoid: “Template 1”, “Facebook Thing”
Include Context:
  • Channel type
  • Campaign purpose
  • Target audience (if specific)
Be Consistent:
  • Use same format for all templates
  • Make it easy to scan and find
  • Example format: “[Channel] - [Purpose]“

Parameter Strategy

Fixed vs. Variable:
  • Fixed: Same for all uses (e.g., utm_medium: email)
  • Variable: Changes per link (e.g., utm_campaign)
Include Documentation:
  • Add notes field to template
  • Explain when to use
  • List variable fields
  • Provide examples
Balance Specificity:
  • Not too specific (limits reusability)
  • Not too generic (loses value)
  • Find the sweet spot for your use case

Template Maintenance

Regular Review:
  • Audit templates quarterly
  • Remove outdated templates
  • Update parameter values
  • Consolidate similar templates
Version Control:
  • If campaign naming changes, update templates
  • Archive old versions
  • Document changes
  • Train team on updates
Team Collaboration:

Advanced Template Features

Template Variables (If Available)

Some systems support dynamic variables:
utm_campaign: {{campaign_name}}_{{quarter}}_{{year}}

On use, prompts for:
- campaign_name
- quarter
- year

Result: summer_sale_q2_2024

Default Values

Set default values that can be overridden:
Template: Social Media Ad
utm_source: [Select at creation]
utm_medium: social (default: social, can change to cpc)
utm_campaign: [Required field]
utm_content: [Optional]

Template + Rules

Combine templates with UTM Rules:
  • Template provides base parameters
  • Rules enforce standardization
  • Rules validate required fields
  • Ensures consistency automatically

Template Analytics

Track template performance:
  • Which templates used most
  • Which drive best results
  • Template effectiveness by team member
  • Optimize template library

Integration with Other Features

Streamlined workflow:
  1. Select template
  2. Parameters auto-fill
  3. Add destination URL
  4. Optional: override specific values
  5. Create link
Learn about creating links →

Templates + Bulk Import

Apply template to multiple links:
  1. Import CSV of URLs
  2. Select template
  3. All links get same base parameters
  4. Override per link if needed
Learn about bulk import →

Templates + Folders

Organize connections:
  • Templates in folders
  • Links from template → default folder
  • Logical organization
  • Easy management
Learn about folders →

Templates + Tags

Automatic tagging:
  • Template includes default tags
  • Links inherit tags
  • Consistent categorization
  • Visual organization
Learn about tags →

Real-World Examples

Example 1: Marketing Agency

Templates Created:

1. "Client A - Email"
   utm_source: newsletter
   utm_medium: email
   utm_campaign: client_a_[date]

2. "Client A - Facebook"
   utm_source: facebook
   utm_medium: cpc
   utm_campaign: client_a_[date]

3. "Client B - Email"
   utm_source: newsletter
   utm_medium: email
   utm_campaign: client_b_[date]

Result: Fast client campaign setup, consistent tracking

Example 2: E-commerce Business

Templates Created:

1. "Product Launch - Social"
   utm_medium: social
   utm_campaign: [product_name]_launch

2. "Weekly Sale - Email"
   utm_source: newsletter
   utm_medium: email
   utm_campaign: weekly_deal_[date]

3. "Retargeting - Paid"
   utm_medium: cpc
   utm_campaign: retargeting
   utm_term: [audience_segment]

Result: Standardized campaign tracking, clear attribution

Example 3: SaaS Company

Templates Created:

1. "Trial Signup - Paid"
   utm_medium: cpc
   utm_campaign: trial_signup
   utm_content: [ad_variant]

2. "Feature Announcement - Email"
   utm_source: newsletter
   utm_medium: email
   utm_campaign: feature_[feature_name]

3. "Webinar - All Channels"
   utm_campaign: webinar_[topic]
   utm_content: registration

Result: Consistent across entire funnel, clear performance data

Quick Start Guide

Step 1: Identify Patterns

Look at your recent campaigns:
  • Which parameter combinations do you repeat?
  • What channels do you use regularly?
  • What campaign types recur?

Step 2: Create 3-5 Core Templates

Start with most-used combinations:
  • Your primary email template
  • Top social media channel template
  • Paid search template

Step 3: Test and Refine

Use templates for a month:
  • Note what works well
  • Identify missing templates
  • Adjust parameters as needed

Step 4: Expand Library

Add more templates based on:
  • New campaign types
  • Team requests
  • Performance data
  • Scaling needs

Step 5: Train Team

Ensure everyone knows:
  • Available templates
  • When to use each
  • How to request new templates
  • Best practices

Common Questions

Q: Can I change a template after creating links with it? A: Yes, but it only affects future links. Existing links remain unchanged. Q: How many templates should I create? A: Start with 3-5 core templates. Expand as needed. Most teams use 10-20 templates. Q: Can templates include custom parameters? A: Yes, add any custom parameters you need for tracking. Q: Who can create templates? A: Depends on your team permissions. Usually admins and managers. Q: Can I share templates with my team? A: Yes, templates are typically shared across your workspace or project.

Need Help?

For questions about UTM templates, contact our support team or explore our comprehensive guides.