Settings & short links

UTM Parameters · visual field guide

An illustrated tour of UTM Parameters with focused images of its controls and settings.

6 min readVisual walkthrough

Orient yourself on the page

Design-preview images. These captures use sample data from the redesigned workspace. Illustrations use sample data. Available controls and results depend on your connected platform and account permissions.

Use this overview to locate the main controls before following the focused illustrations below.

PRODUCT PREVIEW · UTM Parameters
UTM Parameters. Highlighted controls are explained below.

Create a reusable tracking preset

Open the UTM form and enter a recognizable name plus the campaign tracking values. Check source, medium, and campaign separately, then review the generated link before using it.

PRODUCT PREVIEW · Create a reusable tracking preset
Create a reusable tracking preset. Highlighted controls are explained below.
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Add UTM. The highlighted control is the one described in this step.

Search this collection

Enter a recognizable part of the item’s name. The current filters still apply to this search. Clear the query to return to the full selected collection.

PRODUCT PREVIEW · Search this collection
Search this collection. Highlighted controls are explained below.
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Search utm parameters…. The highlighted control is the one described in this step.

Narrow the current list

Open Filters to see the options for this page. Apply only the conditions you need. If a known item disappears, review the active filters before assuming it was removed.

PRODUCT PREVIEW · Narrow the current list
Narrow the current list. Highlighted controls are explained below.
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Filters. The highlighted control is the one described in this step.

Open this item’s settings

Choose Edit on the intended row. Review the dialog before saving. A row action applies to that item, so check the name and platform rather than relying on its position in the list.

PRODUCT PREVIEW · Open this item’s settings
Open this item’s settings. Highlighted controls are explained below.
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Edit. The highlighted control is the one described in this step.

Review removal before confirming

Identify the exact item first, then read the confirmation carefully. Cancel if you only intended to edit, reconnect, or lock it. Removing a connection is different from deleting a social profile on its own platform.

PRODUCT PREVIEW · Review removal before confirming
Review removal before confirming. Highlighted controls are explained below.
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Delete. The highlighted control is the one described in this step.

Edit tracking parameters

Open the action on the intended item, then review the fields in this dialog. The focused illustrations below explain each setting separately.

PRODUCT PREVIEW · Edit tracking parameters
Edit tracking parameters. Highlighted controls are explained below.

Close the settings dialog

Close the dialog when you have finished reviewing it. Use its Save action to apply intended edits; read any unsaved-change confirmation before leaving.

PRODUCT PREVIEW · Close the settings dialog
Close the settings dialog. Highlighted controls are explained below.
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Close dialog. Review this setting before applying the change.

Select Name *

Review this choice together with the surrounding account, role, or value settings. Check the selected set before saving. This design-preview option still requires verification against the live workflow.

PRODUCT PREVIEW · Select Name *
Select Name *. Highlighted controls are explained below.
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Name *. Review this setting before applying the change.

Review the default tracking preset

Choose this only when the preset should be the default for the relevant workflow. Check its source, medium, campaign, and any custom values first.

PRODUCT PREVIEW · Review the default tracking preset
Review the default tracking preset. Highlighted controls are explained below.
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Set as default. Review this setting before applying the change.

Choose the tracking parameter

Review the parameter name, such as source, medium, or campaign. Check its type and value separately. Each row contributes a distinct value to the tracked URL.

PRODUCT PREVIEW · Choose the tracking parameter
Choose the tracking parameter. Highlighted controls are explained below.
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Parameter. Review this setting before applying the change.

Choose a custom or dynamic value

Select Custom when you want a fixed value, or the offered Dynamic option when the value should come from the posting context. Inspect a resulting URL to verify how it resolves.

PRODUCT PREVIEW · Choose a custom or dynamic value
Choose a custom or dynamic value. Highlighted controls are explained below.
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Parameter type. Review this setting before applying the change.

Enter the intended value

Check the field or parameter associated with this value. Review spelling and any account-specific mapping before saving. Inspect the resulting inserted text or generated URL afterward.

PRODUCT PREVIEW · Enter the intended value
Enter the intended value. Highlighted controls are explained below.
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Value. Review this setting before applying the change.

Add another tracking row

Add a row for a parameter not already represented. Enter its name, type, and value, then check the resulting URL for duplicate or unintended parameters.

PRODUCT PREVIEW · Add another tracking row
Add another tracking row. Highlighted controls are explained below.
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Add Custom Parameter. Review this setting before applying the change.

Leave without applying the dialog changes

Use Cancel when you do not want to apply the proposed change. If the screen has unsaved content, read any discard confirmation before continuing.

PRODUCT PREVIEW · Leave without applying the dialog changes
Leave without applying the dialog changes. Highlighted controls are explained below.
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Cancel. Review this setting before applying the change.

Save the reviewed settings

Check the values and account selections before saving. After the dialog closes, reopen or inspect the resulting row to confirm the intended change.

PRODUCT PREVIEW · Save the reviewed settings
Save the reviewed settings. Highlighted controls are explained below.
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Save. Review this setting before applying the change.