Knowing how to encode/track your emails is essential.
Because this topic is so important, we’ve created some Help Videos on setting up your email tracking:
- Wicked UTM Tracking Links For Automated Emails Inside Infusionsoft
- Wicked UTM Tracking Links for Broadcast Emails inside Infusionsoft
If you don’t use infusionsoft for your emails, that’s no problem. You’ll follow the same process as in these videos when using any other email program (Ontraport, Maropost, Aweber, etc.)
We’ll discuss this briefly here and you are welcome to then refer to the help videos mentioned above for additional help.
For a quick reminder the Google specified UTM Values are:
These are defined by Google and the values that you create will use these exact values. What you provide as the value is completely up to you. We do highly recommend consistency with your values, as it will make your reports easier to read and understand. In case you are unfamiliar with them, they simply get added to the end of your URL.
1. Ensure that Wicked Tracking Code is in place on the page you are sending traffic to
For any tracking to work, your Wicked Tracking Code must be on every page that you intend to track. We have provided Help Videos to show you how to accomplish this.
When you were setting up Wicked Reports, one of the steps was to authorize Google Analytics. You will need to have the Google Analytics tracking script for that account on the web page you are sending your link to.
3. Create Tracking Link with proper UTMs
When creating UTM links for emails, you will always use a different UTMs for source, depending on the email. If this is an automated email as part of a campaign, we use email-automated. If this is a one-off broadcast email, we use email-broadcast:
When selecting the medium, we prefer to simply use email
Using utm_medium “email” or “broadcast” allows us to know that this was an email link. It’s important that we can distinguish this because we have reports that show results specifically of your emailing efforts.
For campaign, you will use the name campaign that this automated email is in or if it’s a broadcast email, you will use something like broadcast-to-leads. This value is not used to by the reports, so you can use whatever you like. If using a campaign name, we suggest lowercasing your words and replacing all spaces with a “-“. So, for instance, if your email campaign was called “Survey on Analytics”, you would use the campaign
For term, you will use something like existing-list. This value represents the audience receiving this email.
utm_term=existing-list (or some subset of your leads)
Again, it’s important to remind you that the utm values that you use must be utm_source, utm_medium, utm_campaign, utm_content and utm_term. The values that you provide for each of these however, is completely up to you. Creating a system for creating what you call them is very important though.
In whichever email platform you use, you will open the email in the editor. Wherever you have a link in the email, you will update the underlying URL for that link to be your entire link with UTMs. Save your email and send or wait until it is triggered via an automation.
It’s also important to note that even if you have your emails encoded properly with UTMs, if the webpage your email is sending traffic to does not have the Wicked Tracking Code and your Google Analytics script added, Wicked Reports CANNOT track the clicks. So, please be sure that the Wicked Tracking code and Google Analytics script is properly added to all the pages in your domains.
For more information on setting up the Wicked Tracking Code, you can visit the help: Tracking Code Help Videos