Encoding Infusionsoft Emails with UTMs

Overview

 
We will be encoding customer emails with UTMs so that we can properly track their email clicks as well as sales generated from those clicks.  This process entails opening the client’s Infusionsoft account, finding the campaigns they want us to encode and performing the work.   We will be going into each Email within the campaign and opening every link on the email to encode it.  If the URL in the email is not to a standard HTML page owned by the client (YouTube, Facebook, Instagram, a PDF download, etc.), you will need to create a Wicked Redirect link.  
 
For standard URLs, you will use the Link builder inside Wicked Reports to build the UTM Encoded links.
 
Three of the UTM values will be the same for all emails
 
utm_source=email-automated
utm_medium=email
utm_term=existing-list
 
Campaign will be the same for ALL emails in the campaign
 
utm_campaign=
You will remove any special characters and replace spaces or special characters with a Dash ( - ).  Use your judgment to keep the utm value readable and still have the same name
 
Examples:  
Campaign Name = 02.Sales - Post Live Demo and Webinar Campaign
utm_campaign=02-Sales-Post-Live-Demo-and-Webinar-Campaign
 
Campaign Name = F4F - During - After Sale
utm_campaign=F4F-During-After Sale
 
Content will be the different for Each email

utm_content

            =
You will remove any special characters and replace spaces or special characters with a Dash ( - ).  Use your judgment to keep the utm value readable and still have the same name.  You will prefix the value with which email this is in the automated cycle.  For example, you will use 01, 02, 03, 04….before the utm_content value.
 
If many emails in the campaign use the same name, you may also include the sequence name in the utm_content to additionally distinguish the emails
Examples:  
First Email Name = Stop Wasting Time on Marketing Metrics Email
utm_content=01-Stop-Wasting-Time-on-Marketing-Metrics-Email
 
Second Email Name = Make Your Clients Successful-- and Grow Your Business Email
utm_content=02-Make-Your-Clients Successful--and-Grow-Your-Business-Email
Process
  • Make sure that the Campaign ID matches what was provide
  • You will need to follow the campaign path to ensure that you encode them in the proper order (from left to right).  Remember we are using the email # in utm_content
  • Be sure to look at images as they may have a link
  • Source, Medium and Term are auto-populated for you 
  • Spaces will be replaced when you paste in the Email name so if too many dashes are added, remove them
  • Remove special characters
  • Spaces will be replaced when you paste in the Email name so if too many dashes are added, remove them
  • Include the Email number at the beginning of the name
  • Remove special characters (apostrophes, commas, colons, etc.)
  • This will save the UTM values so they will show up in your auto-fill later
  • The UTMs will be exactly the same, but the URL may be different.
  • This will allow us to track all the clicks to the same email together in the reports, even though they may go to different URLs
  • Previewing the email does not allow you to click the email links. You must sent the email to yourself to test