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Tracking and reporting

UTM parameters

UTM / UTM tags / campaign parameters / utm_source

In short

UTM parameters are tags added to the end of a link so analytics can record where a visit came from. Google says to always use utm_source, utm_medium and utm_campaign. Values are case sensitive, so utm_source=Google and utm_source=google are counted as two different sources.

A UTM parameter is a label you bolt onto the end of a link so that when somebody clicks it, your analytics can say where they came from. They are ordinary URL query parameters, nothing more exotic. The standard that defines that part of a web address, RFC 3986, describes the query component as beginning at the first question mark and holding non-hierarchical data alongside the path. Which is the reassuring bit: adding them does not change which page loads.

Google names three you should always use, and the wording is direct. When you add parameters to a URL, you should always use utm_source, utm_medium and utm_campaign. Source is where the click came from, medium is the kind of channel like email or cpc, campaign is the name of the push.

Two more exist from the original five, utm_term for a paid keyword and utm_content to tell similar links apart. The current Analytics documentation actually lists nine, having added utm_id, utm_source_platform, utm_creative_format and utm_marketing_tactic. Two of those nine are worth ignoring entirely, because Google says so itself: utm_creative_format and utm_marketing_tactic are not currently reported in Google Analytics properties.

Now the thing that ruins more reports than anything else here. Google states that parameter values are case sensitive, and gives its own example that utm_source=google is different from utm_source=Google. It says the same about campaign names, where SpringSale and Spring_Sale are considered distinct. Nobody notices, because both versions work perfectly. They simply arrive as two separate rows, splitting one campaign's results in half.

One curiosity worth knowing, because people state it with great confidence. UTM is usually expanded as Urchin Tracking Module, after the analytics product Google bought. Google's own archived page is titled exactly that, but the body of the same page calls the system the Urchin Traffic Monitor, and the thing it describes is a JavaScript visitor tracking module rather than the link tagging scheme. The abbreviation is older and murkier than the confident version suggests.

In practice

A team tags a newsletter with utm_source=Newsletter and the same newsletter the following month with utm_source=newsletter. Both links work. Both record visits. The report shows two sources with half the traffic each, and the monthly comparison looks like a collapse. There is no error message for this, which is why a written convention agreed once beats good intentions.

Not the same as

Conversion tracking
UTMs say where somebody arrived from. Conversion tracking records what they did afterwards.
The page address itself
They sit in the query string, so the page loads exactly as it would without them.

Why it matters to you

This is the cheapest reporting improvement available and the easiest to do inconsistently. If two people tag links without an agreed list of source and medium values, your reporting degrades quietly rather than breaking. Google also notes that missing parameters will result in not set values appearing in reporting, which is the other way this shows up.

What to ask or check

  1. 01Do we have a written list of the source and medium values we use?
  2. 02Is everything lower case, including campaign names?
  3. 03Are any of our links carrying parameters that Analytics does not report?

What people get wrong

That capitalisation does not matter. Google states values are case sensitive and gives its own example that utm_source=google differs from utm_source=Google, so one campaign can silently become two rows.

Red flags

  • Two rows in a report that are obviously the same campaign spelled differently.
  • Links tagged by several people with no written convention for source and medium.
  • Not set appearing in campaign reporting, which Google attributes to missing parameters.

Where you will see it

On the end of a link after a question mark, and as traffic source, medium and campaign dimensions in Google Analytics.

Conversion

A conversion is an action you told the ad platform to count as a result, like a form or a call. The number is not a headcount. Google's One conversion setting counts one per ad click, not per person, and Microsoft calls the same two settings All and Unique.

Enhanced conversions

Enhanced conversions send a hashed version of your customer's email address or phone number to the ad platform, which matches it against its own signed-in account holders. Both platforms describe it as a replacement for third-party cookies, and both match against their own user base.

Offline conversion import

An offline conversion import tells the ad platform that a click became a sale somewhere it could not see. You store the click ID with the lead and hand it back when the deal closes. Microsoft states that anything uploaded more than 90 days after the click is not imported.

Primary and secondary conversion actions

Primary and secondary conversion actions decide which conversions count where. Google reports primary actions in the Conversions column and uses them for bidding, while secondary actions are observation only and appear in All conversions. Microsoft draws the same line with a property called ExcludeFromBidding.

View-through conversion

A view-through conversion credits an ad that was seen but never clicked. Google counts an impression as viewable when at least 50% of the ad is onscreen for at least 1 second, so the standard being met is lower than most people picture when they hear that someone saw the ad.

Conversion delay

Conversion delay is the gap between the click and the sale. Microsoft states conversions are reported on the click date rather than the conversion date, so recent days are always incomplete, which temporarily inflates cost per acquisition and deflates return on ad spend.

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