UTM templates

UTM template concept

UTM templates store reusable tracking parameters for links.

Why it matters

  • Keep campaign tracking consistent.
  • Reduce manual entry when creating links.

How it connects

  • Templates can be applied in link dialogs.
  • Templates do not change existing links unless applied.

Create a UTM template

Create a template to reuse UTM parameters.

Where to find it

  • Dashboard → Library → UTM Templates

Steps

  1. Open UTM Templates.
  2. Select New template.
  3. Enter template name and UTM fields.
  4. Save the template.

Notes

  • Template name is required and must be unique.
  • Provide at least one UTM field.
  • Only fill the UTM fields you need.

Update a UTM template

Update template values to keep tracking accurate.

Where to find it

  • Dashboard → Library → UTM Templates

Steps

  1. Open UTM Templates.
  2. Select a template.
  3. Edit fields and save.

Remove a UTM template

Remove a template you no longer need.

Where to find it

  • Dashboard → Library → UTM Templates

Steps

  1. Open UTM Templates.
  2. Select Remove on the template.
  3. Confirm deletion.

Notes

  • Removing a template does not change existing links.

Troubleshooting

Use these fixes when template actions fail.

Failed to create UTM template

  • Check that the name is unique.
  • Retry after refreshing.

Duplicate template name

  • Choose a different template name.

Failed to update UTM template

  • Retry after refreshing.
  • Check required fields.

Failed to remove UTM template

  • Confirm you have delete permission.
  • Try again after refreshing.