Smarter Week

How to automate it

How to automate “build UTM links and keep the tracking sheet up to date”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

15 min
typically, a few times a week
75%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Use a UTM builder with fixed naming rules

A shared builder with dropdowns (UTM.io, a locked Google Sheet, or HubSpot's tracking URL tool) creates consistent links in seconds and keeps your reports clean.

Typically saves about 60% of the time45 min to set up
  1. 1Agree naming rules for source, medium and campaign.
  2. 2Set up a builder with dropdowns: UTM.io, Campaign Trackly, HubSpot tracking URLs, or a Google Sheet with data validation.
  3. 3Have everyone create links only through it.
  4. 4Check analytics monthly for stray names and fix the cause.

Tools: UTM.io · HubSpot tracking URL builder · Google Sheets with dropdowns

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Demand Gen / Performance MarketingMarketing Ops / Automation

HourLeak · the 8-minute work audit

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Other common tasks for Demand Gen / Performance Marketing teams