How To Track Your Email Automations Using UTM Parameters?

Enable UTM Parameter In Email Automation

UTM (Urchin Tracking Module) is a cost-effective email campaign tracking tool. It aids companies in achieving marketing goals by monitoring recipient behavior, including open and click-through rates, enabling data-driven decisions for optimizing future campaigns based on past performance for companies' marketing goals.

Types of UTM parameter values

UTM parameters offer 3 value types: Dynamic, Static, and Custom each serving distinct tracking purposes.

1. Dynamic parameters adapt to changing conditions.

2. Static parameter values remain constant.

3. Custom parameters offer flexible configurations.

UTM parameters are unique link identifiers that enhance tracking by adding five key elements to URLs:

Medium: specifies the traffic source example: SMS, Email, Landing Page, organic, etc

Campaign: tracking a marketing campaign link example: Google Ads, SummerSaleAds, BFCMSale, etc

Content: tracking parameter for campaign content. example: shirts, keywords, offers, etc

Source: Origin of website traffic example: Targetbay.com, domain.com

Term: Tracking code for campaign analysis example: Lipstick, email, automation

A sample UTM parameter URL looks like:

https://www.targetbay.com?utm_source=Email&utm_medium=Email&utm_campaign=UTM_Parameter+Test&utm_id=Test

How to Enable UTM Parameter in Email Automation?

1. Log into the BayEngage app store by entering the correct credentials.

(To access BayEngage’s app store https://app.bayengage.com/login/)

2. On the BayEngage Dashboard, click "Automation" from the left-side menu.

3. Select "Create Automation" for new ones, or "My Automation" for existing ones based on your preference, and choose "My Automation" to proceed.

4. Select an automation from the list to set up a UTM parameter.

5. In the Automation workflow, select email automation actions and click "Edit”.

6. In the right-side window, scroll to the bottom to find the "UTM Parameter" option, then click the toggle button to turn it “ON”.

Note💡:

1. By default, we'll append three UTM parameters with predefined values based on the traffic source.

Source (utm_source): BayEngage
Medium (utm_medium): email
Campaign (utm_campaign): engage-{email_id}
(choose static, dynamic, or custom parameters to match your preferences)

2. The Content and Term parameters depend on user campaign preferences

3. Additionally, you have the option to add custom parameters that will be automatically added to every Engage email link.

7. Finally, click the "SAVE" button to save your UTM parameter settings for the email automation action.