UTM

Category: Marketing

What is Universal Tag Management (UTM)?

Universal Tag Management (UTM) is a system that allows marketing teams to manage and implement different types of tags (tracking codes, pixels, scripts) on websites and applications without having to change the main code. UTM systems centralize the management of all marketing and analytical tags in one place.

These systems are particularly useful for large organizations that use multiple marketing tools and need to implement different tracking codes for Google Analytics, Facebook Pixel, Google Ads, and many other platforms.

Main components of UTM system

Tag container

The main element that contains all tags and rules:

  • JavaScript container
  • Tag manager
  • Trigger rules
  • Configuration settings
  • Versions and publication

Triggers

Conditions that determine when the tag will be triggered:

  • Page View triggers
  • Click triggers
  • Form Submission
  • Custom Event triggers
  • Timer triggers

Variables

Dynamic values that are used in the tags:

  • URL variables
  • JavaScript variables
  • Data Layer variables
  • Custom JavaScript
  • First party cookies

Data Layer

Virtual layer of data for transmitting information:

  • Structured data
  • Events and transactions
  • User attributes
  • Product information
  • E-commerce data

Event tracking

Monitoring user interactions:

  • Button clicks
  • Form submissions
  • Page scrolling
  • Video interactions
  • Download events

Security and compliance

Data protection and compliance functions:

  • GDPR compliance
  • Consent management
  • Tag blocking
  • Change review
  • Access control

UTM tracking parameters - Standard UTM parameters for marketing tracking

  • utm_source Identifies the traffic source
    Example: google, facebook, newsletter
  • utm_medium Determines the marketing channel
    Example: cpc, email, social
  • utm_campaign Identifies a specific campaign
    Example: spring_sale_2024
  • utm_term Tracks keywords (for PPC)
    Example: running+shoes
  • utm_content Differentiates different versions
    Example: banner_v1, text_link

Example of URL with UTM parameters:

https://example.com/product?utm_source=newsletter&utm_medium=email&utm_campaign=spring_sale&utm_content=banner_top

Popular Tag Management systems

PlatformProducerFeaturesPrice model
Google Tag ManagerGoogleFree, easy to use, good integration with Google productsFree
Adobe Experience Platform LaunchAdobeEnterprise level, powerful functions, integration with Adobe CloudPaid (part of Adobe Cloud)
Tealium iQTealiumEnterprise focus, extended functions, good integrationsPaid
SegmentTwilioCustomer Data Platform focus, powerful data managementPaid (based on events)
Matomo Tag ManagerMatomoOpen source, focus on privacy, GDPR complianceFree (open source)

Advantages of using UTM

  • Reduction of dependence on developers: Marketing teams can add and change tags themselves
  • Centralized management: All tags are in one place, which facilitates management and error removal
  • Improved performance: Asynchronous loading of tags does not slow down the website
  • Easy testing and validation: Built-in testing and debugging tools
  • Compliance with regulations: Possibility to manage consent and block tags
  • Version control: Possibility to return to previous versions and track changes
  • Personalization: Possibility to dynamically change the content based on data

How to implement a Tag Management system

  1. 1

    Choosing a suitable platform

    Choose a Tag Management system that meets your needs - free like Google Tag Manager or enterprise solution like Tealium.

  2. 2

    Installing the main code

    Add the main JavaScript code of the Tag Manager to all pages of your website, usually in the <head> section.

  3. 3

    Setting up the Data Layer

    Create a Data Layer for transmitting structured data to the tags. This is a JavaScript object that contains important information.

  4. 4

    Creating tags, triggers and variables

    Set up your first tags - Google Analytics, Facebook Pixel, and others. Define triggers for their activation and variables for dynamic data.

  5. 5

    Testing and validation

    Use the Preview mode to test the tags before publishing. Check if the data is transmitted correctly.

  6. 6

    Publishing and monitoring

    After successful testing, publish the changes and monitor the performance and data.

Best practices for UTM

  • Standardize UTM parameters: Use consistent values for sources and campaigns
  • Avoid sensitive data: Do not use UTM parameters for transmitting personal information
  • Organize tags logically: Group tags by functionality or campaign
  • Use description and notes: Add clear descriptions for each tag and trigger
  • Regular cleaning: Remove unused tags and triggers
  • Document changes: Maintain documentation for important changes in the tag system
  • Test before publishing: Always test the changes in Preview mode
  • Restrict access rights: Provide access only to the necessary people

Example UTM nomenclature:

ParameterConventionExample
utm_sourceName of the platform in lowercasefacebook, google, newsletter
utm_mediumChannel type in lowercasecpc, email, social, display
utm_campaignproduct_promotion_season_yearshoes_sale_spring_2024
utm_contentelement_type_position_variantbanner_top_blue, textlink_footer

Analysis of UTM data

  • Attribution analysis: Understanding which channels contribute to conversions
  • Comparison of campaigns: Evaluation of the effectiveness of different marketing campaigns
  • Customer Journey analysis: Tracking the path of users through different channels
  • ROI calculation: Measuring the return on investment for each channel
  • Optimization of costs: Identifying inefficient channels and reallocating budget

Key metrics for tracking:

MetricDescriptionHow to calculate
CTR (Click-Through Rate)Percentage of clicks compared to impressions(Clicks / Impressions) × 100
Conversion RatePercentage of clicks that lead to conversion(Conversions / Clicks) × 100
Cost Per ConversionCost per conversionTotal cost / Number of conversions
ROAS (Return on Ad Spend)Return on advertising spend(Revenue from campaign / Cost of campaign) × 100

Common challenges and solutions

ChallengeReasonSolution
Missing dataIncorrectly configured triggers or tagsUse the Preview mode for debugging, check the Data Layer
Duplicate dataThe same tag is triggered multiple timesCheck the triggers, use the Once Per Page setting
Website delayToo many tags or heavy scriptsOptimize the tags, use asynchronous loading
Incorrect UTM parametersMissing standardized nomenclatureCreate a UTM guideline document and follow it
Security problemsUnlimited access to Tag ManagerEnter strict access rights and view changes

Future trends in Tag Management

  • Server-Side Tagging: Moving tags from the browser to the server for improved performance and security
  • AI-based optimization: Using artificial intelligence for automatic optimization of tags
  • Increased focus on privacy: Integrated solutions for consent management and data
  • Integration with CDP: Tighter relationship between Tag Management and Customer Data Platforms
  • Automated tag governance: Automatic detection and management of tags
  • Enhanced debugging tools: More powerful tools for debugging and monitoring

Universal Tag Management (UTM) - Universal tag management

Modern approach to managing marketing tags and analytical tools without technical intervention