What it is
A UTM template is a saved set of UTM values (source, medium, campaign, term, content) you can apply with one click in the link builder. Workspace-scoped. Track how often each is used.
When to use it
- Same channel, repeat campaigns: weekly newsletter, monthly Google Ads, recurring event.
- Multi-person team - without templates, three marketers will spell
Newsletter/newsletter/news_letterdifferently. - Big launches with 20+ links per channel.
How it works
A template stores the raw UTM values. When applied during link creation, they pre-fill the form. You can override any field before saving. The system tracksusageCount per template - see Manage templates for the most-used view.
Real-world example
A SaaS company runs:| Template | source | medium | campaign |
|---|---|---|---|
| Newsletter Weekly | newsletter | email | weekly-digest |
| Google Brand Search | google | cpc | brand-search |
| Meta Retargeting | facebook | paid-social | retargeting-v2 |
| LinkedIn Webinar | linkedin | paid-social | webinar-q2 |
hero_cta) → done in 5 seconds.
Common mistakes
One template per link
One template per link
Templates are for shape, not specific links. Make
Newsletter Weekly, not Newsletter Week 19 May 5.Hard-coding utm_content in template
Hard-coding utm_content in template
utm_content differentiates within a template. Leave it blank in the template; fill per-link. Otherwise every link inherits the same content value.Templates as the only standard
Templates as the only standard
Templates are opt-in - a user can skip them. If consistency matters across the team, pair templates with UTM Rules which enforce standards automatically.
Edge cases
Template limit. Each workspace has a maximum number of templates. Reached the limit? Deactivate or delete unused ones - see Manage templates.
Inactive templates stay in the system but rank below active ones in the picker.
Template values still pass through UTM Rules on link save. A template with
utm_source=Newsletter becomes newsletter if force-lowercase is on.