Attribution Reports Break When UTM Conventions Are Optional

Template Requirements makes your convention the only way to build a link.
Your team agreed on a UTM convention. Then someone types Q4-DemandGen instead of 2026-q4-demand-gen, and one campaign shows up as four rows in your report.
Free text off, approved values only. Set once by an admin, enforced for everyone.

Why Use UTM Templates?

If you own the convention

You’re cleaning up attribution reports by hand every month

You wrote the naming convention. It lives in a document nobody opens. Every quarter the same values come back spelled four different ways, and the report has to be fixed before anyone can trust it.
Template Requirements makes the convention the only way to build a link. Free text off for the whole workspace.
If you run a region

You’re accountable for numbers built by people you don’t control

One agency or one new hire inventing Q4-DemandGen instead of 2026-q4-demand-gen splits your campaign across two rows. You find out at month end.
Approved templates mean your region reports as one campaign, without checking anyone’s work.
If you build the links

You’re guessing at a convention you were never shown

You don’t want to memorize a naming rule or hunt for last quarter’s spreadsheet. You want the link built, correct, and out the door.
Pick the template and every parameter fills itself. Nothing to look up, nothing to get wrong.

Core UTM Template Features

UTM Templates

Create UTM Templates

A UTM template saves the parameters you use together for a channel, like source, medium and campaign, under one name.
  • Click Create Template and name it for the channel, like LinkedIn Paid Social
  • Add the UTM parameters that channel always uses
  • Save it once and it is available to your whole workspace immediately
Link Builder

Use Templates While Creating Links

Pick a template and the right source, medium and campaign fill in together, so a LinkedIn paid social link is tagged the same way every time.
  • Pick a template instead of typing each value
  • Source and medium always come as the right pair for the channel
  • Campaign names follow your convention, with no typos
Bulk Creation

Build Links in Bulk

Templates also power bulk creation. Build the links for every channel in a campaign in one action.
  • Select several templates at once
  • Create links for every channel in one action
  • Export and share with your workspace immediately
Governance

Require Templates Across the Workspace

Turn on Template Requirements and free-text UTM values are off for everyone. Builders pick from approved templates, so every link matches your convention.
Set a default template and every new link opens pre-filled with it.

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